Streamlined, transparent movement of SaaS Platform's funds worldwide, enabling easier refinancing.
Client Profile
• Founded in Canada; rapidly scaled a successful SaaS platform.
• Operates licensed entities in Malta, the United States, and Hong Kong.
• Maintains supporting service companies in Armenia and Serbia.
Initial Situation
• Global effective corporate income tax (CIT) rate: 18.3 %.
• Fragmented cash-flow management across jurisdictions.
• Frequent compliance bottlenecks and refinancing hurdles.
Strategic Actions
• Restructured the group’s legal and tax architecture.
• Implemented centralized treasury oversight for all entities.
• Consolidated and ring-fenced intellectual property under optimized protection regimes.
Results Achieved
• Overall effective tax rate reduced to 8.15 % per year.
• Streamlined, transparent movement of funds worldwide, enabling easier refinancing.
• Strengthened IP protection, supporting sustainable global expansion.