China → United States

One clear route through a complex U.S. project.

Corporate Financial Options coordinates cross-border market entry, U.S. company and EIN setup, bank-account applications, qualified FDA U.S.-agent sourcing, import operations, and Amazon readiness—stage by stage.

ChinaUnited States

The operating model

Clarity before commitment.

Complex projects fail when different roles are treated as one service. We separate the commercial route, professional opinions, operating responsibilities, approvals, and evidence required at each gate.

01

Qualification

We identify the project, parties, target market, evidence already available, and the decision that needs to be made.

02

Feasibility & route memo

A paid, bounded assessment maps the route, missing evidence, professional providers, decision gates, budget ranges, and timing assumptions.

03

Setup & coordination

Once the route is accepted, we coordinate company formation and EIN, bank-account application, qualified FDA U.S.-agent sourcing, import operations, and marketplace workstreams under separate scopes.

04

Launch or close

Evidence is reconciled before a launch, shipment, account transition, or transaction milestone is treated as complete.

05

Optional support

Post-launch support is offered only with clear responsibilities, response times, and out-of-scope boundaries.

Coordinated workstreams

Built around the real dependencies.

Every engagement begins with qualification. The relevant workstreams are then scoped separately and assigned to the right accountable party.

01

Market-entry route

Turn an ambiguous U.S. expansion goal into a staged plan with owners, evidence, dependencies, and go / conditional-go / no-go gates.

02

Company, EIN & banking coordination

Coordinate U.S. company formation, genuine ownership and responsible-party information, the EIN route, address and tax work, then bank-account application support through appropriate providers. Neither an EIN nor a bank account is guaranteed.

03

FDA U.S.-agent sourcing

Help identify and coordinate a qualified U.S.-based provider for the foreign manufacturer’s limited FDA liaison role. The U.S. agent is not automatically the initial importer and does not own MDR reporting or 510(k) submission duties.

04

Importer & operating-route design

Separately identify the initial importer, staffed U.S. presence, title flow, customs route, 3PL, complaint/MDR owner, and correction/removal responsibilities with qualified providers.

05

Amazon seller readiness

Prepare the company and evidence route for a new or existing Amazon seller-account application, brand and product review, logistics, and restricted-product requirements. Amazon makes every approval decision.

06

Transaction coordination

For suitable cross-border acquisitions or asset transitions, coordinate diligence, documents, escrow, providers, milestones, and handoff evidence.

07

Post-launch operating support

Create a defined support cadence for open issues, provider coordination, renewals, and evidence maintenance.

Clear roles reduce risk

Coordination without overreach.

  • CFO is a commercial coordinator, not a law firm, CPA firm, bank, broker-dealer, FDA agent, customs broker, or Amazon affiliate.
  • FDA establishment registration and device listing do not mean that FDA has certified, cleared, or approved a manufacturer or device.
  • Regulatory, legal, tax, customs, banking, and other licensed opinions come from separately engaged qualified providers.
  • No FDA clearance, import acceptance, bank account, marketplace approval, financing, investment return, or transaction closing is guaranteed.
  • Third-party eligibility, timing, fees, and decisions remain outside CFO’s control.

Anonymized experience patterns

Evidence, not inflated claims.

These examples describe coordination patterns without publishing client identities, confidential economics, or unverified performance results.

Transaction

Cross-border ecommerce asset transition

Coordinated diligence, contracts, escrow, marketplace transfer, supplier continuity, and a documented operating handoff across multiple parties.

Market entry

U.S. operating setup

Mapped company, tax-ID, address, banking, and marketplace dependencies into a provider-led checklist with evidence gates and named owners.

Control

Personal-liability separation

Reworked a legacy operating arrangement so client delivery no longer depended on an individual’s identity or informal personal responsibility.

Start with the facts. Then decide the route.

Start qualification