Anonymised client case studies

Five founders.
Five businesses built to work across borders.

Real client work, completed structures and the commercial outcomes each plan was built to protect.

The work behind the numbers

The structure had to fit the business that already existed.

These founders had customers, staff, contracts, regulated relationships and family decisions already in motion. International Broker coordinated the Australian and overseas specialists, entities, banking and operating changes around that reality.

The projections show the scale of the decision using the same model across all five cases. The client-facing story stays focused on what was done and what the structure was designed to achieve.

Case 01 · Remediation and implementation

Australian agency owner

A$1.2mcurrent revenue
A$5mfive-year revenue goal
A$96kannual tax saving

Starting position

The founder had lived overseas for roughly 18 months, but the Australian exit and business transition had not been coordinated. The agency still traded through its Australian entity, with accumulated cash, ownership and banking decisions unresolved.

What we implemented

Australian specialists reviewed when residency may have ceased. We then coordinated a Singapore holding company, a Singapore trading company, banking and the staged transition of new client contracts while the Australian company remained in place.

Delivered

Two companies, banking and the operating transition in two and a half weeks.

Projected exit saving

A$1.88mif the agency reaches its A$5m revenue goal and is sold in year five
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Case 02 · Multi-market operating structure

Online fitness coaching business

A$900kcurrent revenue
A$2mthree-year revenue target
A$392kprojected three-year tax saving

Starting position

The founder had been overseas for around 18 months. The business generated A$360,000 in annual profit from Australian and US clients, retained Australian employees and needed its GST and international billing position resolved.

What we implemented

The Australian entity remained for payroll and local operations. We coordinated a Hong Kong holding company and US LLC trading entity, with contracts, transfer pricing, GST and payment responsibilities mapped across the group.

Commercial result

Australian employment preserved while international billing and US payment access moved into the right entities.

Projected exit saving

A$752kif the business reaches A$2m revenue and is sold in year three
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Case 03 · Family move and operating continuity

Australian technology founder

A$2mcurrent revenue
A$2mrevenue plan
A$1.00mprojected five-year tax saving

Starting position

The family was ready to move once the founder's children finished school. The high-profit technology business ran at a 50% margin, but Australian payroll and government contracts still had to continue.

What we implemented

The Australian operating company remained responsible for the work that belonged in Australia. We coordinated a Singapore holding company, ownership, intellectual property, governance and intercompany responsibilities around the family's move.

Commercial result

The Australian revenue engine stayed intact while the family and group ownership moved onto a cross-border footing.

Planning horizon

Five yearsThe business is not being prepared for sale or massive growth.
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Case 04 · Regulated Australian business

Australian mortgage-broking business

A$3mcurrent revenue
A$5mfour-year revenue target
A$1.19mprojected four-year tax saving

Starting position

The founder was already living abroad. The A$3m business still needed its Australian aggregator, compliance framework, staff and customer relationships, so removing the Australian company was never the answer.

What we implemented

The Australian trading structure was revised and retained for regulated activity and payroll. We coordinated Hong Kong holding and trading companies, intercompany services and transfer pricing around the functions actually performed in each country.

Commercial result

The regulated Australian engine remained operational inside a group built for international ownership and growth.

Projected exit saving

A$1.65mif the business reaches A$5m revenue and is sold in year four
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Case 05 · Nomadic service business

Nomadic remote closer

A$300kcurrent revenue
A$500ktwo-year revenue target
A$180kprojected two-year tax saving

Starting position

The client could work from almost anywhere and had travelled for an extended period, but the Australian departure, personal residency and company position had never been brought together.

What we implemented

Honduras became the personal residency base within the client's nomadic schedule. We coordinated a Hong Kong company for service invoicing, banking, residency and the compliance work needed to operate it properly.

Commercial result

A documented company and residency base that supports continued travel and international client work.

Business model

Income-producing, not a saleable assetThe projection covers operating tax over two years. No exit value is shown.
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The practical lesson

Keeping an Australian company does not mean the founder cannot move.

Three of these businesses needed an Australian entity to remain for payroll, regulated relationships, local customers or government contracts. The work was not to erase Australia from the chart. It was to define what should remain, what could move, and how every entity would transact after the founder left.

That is why we start with the operating business and the founder’s real life, not a favourite jurisdiction or a promised rate.

Discuss your proposed move →

Your move should work in the real world.

We coordinate the Australian exit, overseas structure, banking, residency and implementation as one plan.

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