1. Value Proposition

GlobTaxPlan provides specialized international tax planning and cross-border compliance services centered on Canada.

Core value:

  • Reduce double taxation and unnecessary tax leakage

  • Ensure full compliance with Canadian and foreign reporting obligations

  • Give clients clarity and predictability in complex cross-border situations

  • Offer practical, implementable structures, not just theoretical advice

Positioning:

“A boutique cross-border tax partner for individuals, entrepreneurs and companies with ties to Canada and the world.”

2. Target Customer Segments

  1. International Individuals & Expats

    • People moving to or from Canada

    • Dual residents or “globally mobile” professionals

    • Individuals with foreign income, rental properties, investments or inheritances

  2. Entrepreneurs & Digital Business Owners

    • Founders with clients, teams or customers in multiple countries

    • Remote-first or online businesses billing across borders

    • Solo professionals and freelancers paid from abroad

  3. Small & Mid-Sized Companies (SMEs)

    • Canadian companies expanding into foreign markets

    • Foreign companies opening subsidiaries or branches in Canada

    • Groups with related entities in several jurisdictions

  4. Investors & High-Net-Worth Clients

    • Cross-border real estate and portfolio investors

    • Family offices managing assets in multiple countries

    • Families planning intergenerational, cross-border wealth transfers

3. Core Services (Offering)

  1. International Tax Planning

    • Residency and treaty analysis

    • Cross-border income flows (dividends, interest, royalties, salaries)

    • Structuring of holding companies and operating entities

    • Tax optimization for remote workers, founders, and investors

  2. Cross-Border Tax Compliance (Canada & Abroad)

    • Canadian tax returns with foreign income

    • Reporting of foreign assets, accounts and investments

    • Voluntary disclosures and corrections

    • Coordination with foreign tax advisors

  3. Canada Inbound & Outbound Advisory

    • Pre-arrival and departure tax planning

    • Exit tax and departure tax reviews

    • Planning for moving businesses, assets or families to/from Canada

  4. Business Structure & Expansion

    • Group structure design and restructuring

    • Profit allocation, management fees, and royalty flows

    • Transfer pricing guidance aligned with OECD principles

  5. Tax Review, Diagnostics & Risk Assessment

    • Health-check of existing structures

    • Identification of double taxation and compliance gaps

    • Recommendations for restructuring and treaty optimization

4. Revenue Model & Pricing Strategy

Primary revenue streams:

  1. Fixed-Fee Packages (Front-End Offers)

    • “Essential Compliance” package for individuals with simpler cases

    • “Advanced Planning” for more complex personal/entrepreneur scenarios

    • “Corporate & Advisory” starting packages for businesses and investors

These can align with the pricing section you already have (e.g. CAD 750 / 1,500 / from 2,500).

  1. Hourly / Project-Based Advisory

    • For custom planning, reorganizations, and special transactions

    • Hourly rates or scoped project fees (e.g. for intricate restructurings)

  2. Ongoing Retainers

    • For corporate clients and high-net-worth families

    • Includes periodic reviews, coordination with foreign advisors, and priority access

    • Monthly or annual retainer, plus separate fees for large projects if needed

  3. Add-On Services

    • Additional foreign reporting forms

    • Extra entities or jurisdictions

    • Detailed written opinions and documentation

Pricing philosophy:

  • Transparent starting packages

  • Clear scoping after discovery call

  • Written engagement letter with defined deliverables and fees

5. Channels & Client Acquisition

  1. Website & SEO

    • Content optimized around keywords like “international tax Canada”, “cross-border tax planning”, “expat taxes Canada”, etc.

    • Educational blog posts, guides, and FAQs to capture organic traffic

  2. Professional Referrals

    • Partnerships with:

      • Local and foreign law firms

      • Investment advisors and financial planners

      • Corporate service providers and accountants who do not specialize in cross-border tax

  3. LinkedIn & Professional Networks

    • Thought leadership posts

    • Articles on cross-border tax topics

    • Networking with founders, CFOs, and expat communities

  4. Expat & Entrepreneur Communities

    • Webinars and Q&A sessions

    • Partnerships with relocation consultants, startup hubs, incubators

  5. Existing Client Referrals

    • Deliberate referral program: satisfied clients encouraged to introduce peers

    • Simple referral flow (e.g. “Introduce a friend” section in follow-up emails)

6. Key Activities

  • Conduct tax consultations, analysis and planning

  • Prepare and file cross-border tax returns and foreign information forms

  • Maintain up-to-date knowledge of Canadian tax law, treaties, and OECD guidelines

  • Coordinate with foreign tax professionals for aligned cross-border solutions

  • Create and maintain educational content (articles, checklists, guides)

  • Build and manage client relationships over multiple years

7. Key Resources

  • Qualified tax professionals with international and Canadian expertise

  • Research tools and databases (legislation, treaties, case law, OECD materials)

  • Secure client portal or document-sharing systems (for sensitive financial data)

  • CRM system for managing leads, clients and follow-ups

  • Website and content platform for inbound lead generation

8. Key Partners

  • Foreign tax advisors and firms (U.S., EU, UK, etc.)

  • Canadian accountants and bookkeepers (for clients needing day-to-day accounting)

  • Immigration lawyers and relocation consultants

  • Corporate service providers (company incorporation, corporate secretariat)

  • Financial planners, wealth managers and investment advisors

These partners both feed referrals to GlobTaxPlan and benefit from a trusted specialist to handle their clients’ cross-border tax questions.

9. Cost Structure

  • Professional staff compensation (biggest cost driver)

  • Licenses for tax and research software

  • Insurance (professional liability)

  • Marketing and client acquisition (website, SEO, content, events, webinars)

  • Admin and operations (IT, tools, compliance, office or remote infrastructure)

The model is high-margin, expertise-driven, with relatively low variable costs per extra client once core systems are in place.

10. Strategic Positioning

  • Niche, not generalist: narrowly focused on cross-border tax with Canada

  • Boutique, not volume: fewer clients, higher value per engagement, more personalized service

  • Long-term partner: recurring relationships rather than one-off filings

  • Ethical & compliant: no aggressive or “grey area” schemes; focus on sustainable, defendable planning