The Client's Challenge:
The owner had built a profitable international business. He wasn't "burned out"—he was already living the dream life his company afforded.

His goal wasn't a "rescue mission," but intelligent scaling and safeguarding:
1. "I want to eliminate all possible risks." Eliminate any possibility of problems with tax authorities in various jurisdictions. Sleep soundly.
2. "I want to finally see the whole picture." To understand not just account balances, but the consolidated profits of the entire holding.
3. "I want growth to be manageable." So that the ability to scale doesn't mean a return to manual management, but rather is the next logical step.

Project philosophy: Not to put out a fire, but to professionally insure an asset and increase its liquidity.

What we found and systematized:
Tax risks were diffused. The lack of a unified policy for settlements between his own companies created a background risk of claims from tax authorities. This was the main source of uncertainty.
The financial picture was fragmented. You could see the figures for each company individually, but it was impossible to assess the health of the entire holding at a glance. Profits were there somewhere, but where exactly remained a mystery.
Inventory management was intuitive. In a distributed logistics environment, this meant that significant funds could be frozen in suboptimal stock levels without the owner's knowledge.

Our Solution: A "Hub and Spoke" Architecture for Sustainable Freedom.
We proposed not ad-hoc fixes, but an integrated system with a clear role for every part of the holding:

HUB (Headquarters in the US): It has become the "brain" and control room. All data is collected here for consolidation. It houses unit economics, margin analysis, and a unified control panel.

SPOKES (Companies in Canada and Portugal): They have become perfectly streamlined "execution centers." Their task is flawless accounting and compliance with local regulations.

The result a relaxed owner values:
Uncertainty is replaced with certainty. An internal accounting policy is implemented and documented. Tax risks are systematically eliminated.
Profit has become tangible and manageable. For the first time, the owner sees the consolidated financial results of the entire holding in a single dashboard. They know not only "how much," but also "where" and "why."

Capital was discovered and unfrozen. The audit revealed significant funds frozen in excess inventory. These funds were returned to circulation without any effort on his part.
Business has become a "ready-made asset." Scaling no longer requires the owner's personal involvement in every operation. There's a system, processes, and data. Development decisions can be made based on numbers, not intuition.

The bottom line for the owner: We didn't give him back his time (he was already spending it wisely). We insured his lifestyle against unforeseen risks and gave him a tool that allows him to grow his business without making his life more difficult.
His investment in order paid off not only with the money he freed up, but also in the peace he achieved. The business finally became a reliable backdrop for the very life for which it all began.