Tersman supports individuals, entrepreneurs and businesses exploring cross-border investment, business expansion and market-entry opportunities in Canada.
We understand that cross-border investment decisions often involve much more than identifying an opportunity. Clients may need to consider market conditions, business structure, legal and tax implications, financing arrangements, operational requirements, immigration considerations and coordination among multiple professional advisers.
Our role is to help clients understand the broader landscape, organize information, evaluate practical considerations, identify relevant professional resources and coordinate the steps required to move a project forward.
Tersman takes a practical and multidisciplinary approach, combining cross-border experience, local market knowledge and professional coordination to support clients throughout the planning and implementation process.
We do not sell investment products or manage client investment portfolios. Our focus is on business and investment-related consulting, research, coordination and cross-border project support. Where regulated or specialized professional advice is required, we assist clients in connecting with appropriately qualified professionals.
We assist clients who are considering business and investment opportunities in Canada by providing preliminary research, strategic planning and practical project support.
We support companies and entrepreneurs seeking to establish or expand business activities in Canada.
For clients exploring the acquisition of an existing Canadian business, we can assist with preliminary review and coordination throughout the evaluation process.
We provide general market information and project coordination for clients exploring real estate-related opportunities in Canada.
International projects frequently involve professionals, businesses and stakeholders in different jurisdictions. We help coordinate communication and practical implementation.
Depending on the nature of the project, clients may require specialized professional support. We assist in identifying and coordinating appropriate third-party advisers.
We help clients consider their objectives together with market conditions, practical constraints, timing and implementation requirements before making major decisions.
We understand that international clients may face unfamiliar business, regulatory and professional environments. We help bridge information and communication gaps throughout the process.
Business, investment, immigration, tax and legal considerations can overlap. We help clients organize these different components and coordinate with relevant professionals where appropriate.
Our work is not limited to general discussion. We focus on helping clients identify practical next steps and organize the people, information and resources required to move forward.
We learn about your objectives, background, priorities and the type of opportunity you are considering.
We identify the key business, market, operational and professional considerations relevant to your project.
We assist with preliminary research, opportunity review and practical planning based on the client's objectives.
Where appropriate, we help coordinate with legal, accounting, tax, financial, real estate and other qualified professionals.
As the project progresses, we may continue to support communication, coordination and practical implementation.
Cross-border investment and business projects may involve areas that require licensed or specialized professional advice. Depending on the client's circumstances, independent professionals may include:
Tersman can assist with coordination and introductions where appropriate, while the relevant licensed or qualified professional remains responsible for any regulated or professional advice they provide.
Tersman Enterprises Inc. provides general business, investment-related, cross-border consulting and project coordination services.
Tersman Enterprises Inc. does not provide securities trading, portfolio management, discretionary investment management, investment fund management, insurance products, mortgage brokerage or other regulated financial services unless such services are expressly provided by an appropriately licensed professional.
Tersman Enterprises Inc. does not act as a real estate brokerage and does not provide services requiring a real estate licence unless those services are provided through an appropriately licensed professional.
Information provided through this website is general in nature and should not be considered legal, tax, accounting, securities, insurance, mortgage, real estate or other regulated professional advice. Clients should obtain advice from appropriately licensed or qualified professionals based on their specific circumstances.
Whether you are considering a Canadian business opportunity, business acquisition, market expansion or another cross-border project, Tersman can help you understand the landscape, organize the next steps and coordinate the professional resources required for your project.
Contact us to discuss your objectives and learn how our cross-border advisory services may support your plans.