Setup assessment for agencies

Agency or consultancy setup, decided before you register.

An agency or consultancy sells people's time and judgement, so the structure question is about who signs, who delivers and who is liable when a project goes wrong. This assessment helps you decide whether a company is needed, which one, and in whose hands it sits.

Contract partyContractorsLiabilityRetainers
Decision question

Which entity should stand behind the client contract?

Clients of a studio or consultancy may ask for a company name on the contract, a liability position and an invoice that their finance team can book. The first decision is whether your current setup can give them that, or whether a new entity has to sit between you and the client. The answer rests on where the founders live, where the main clients are, and whether delivery is done by employees or by freelancers in other places.

Three starting points: two founders running a design or software studio for foreign clients; a solo strategy consultant whose income comes from one anchor client; an agency that also buys media or tools on behalf of clients and re-bills them.

What is specific to selling expertise

What is specific to selling expertise

Who the contractors work for

If delivery relies on freelancers in several countries, the contracting entity, the paper trail and the payment route for them all need to be consistent with how the work is described to the client.

Retainers and project billing

Recurring retainers, milestone invoices and pass-through costs create different invoicing and cash patterns. The structure should fit the dominant one, not the exception.

Liability and professional exposure

Advice-type work carries professional exposure. Whether a separate company changes your position, and whether any insurance or professional registration is relevant, is for a local professional to confirm.

Ownership of work product

Where the agency holds the rights in what it produces, and how that passes to the client, depends on contracts as much as on the entity. We flag the question; drafting is for a lawyer.

Situations that shift the entity choice

Situations that shift the entity choice

Founders in different countries

Two partners in different places can make a single-country company awkward. The assessment tests that before comparing locations.

Client procurement rules

Ask each client early whether it limits suppliers by region or registration. The assessment lists what to ask.

Pass-through spend

Buying media or tooling for clients puts third-party money through your accounts. That affects how accounts and entities are arranged. Choosing or opening an account is a separate service.

When these points are clear enough to compare options, that is the moment to ask for the assessment.

The service

Company Setup Assessment

Who it is for
Founders and owners deciding whether, where and how to set up a company
The problem it solves
It is unclear which structure fits the business, who should own it and what to check before registering
What we need from you
  • what the business does and sells
  • where the owners live and are tax-resident
  • where customers and suppliers are
  • how payments will flow
How it works
  • intake questions
  • LATYNEX reviews the case
  • written assessment
  • short call to walk through it
What you receive
A written assessment of the realistic structure options, the main risks and the questions still open, with recommended next steps
Included
  • review of the business model and ownership
  • comparison of realistic jurisdictions and structures
  • main risks and open questions
  • recommended next steps
Not included
  • legal or tax opinions
  • the company registration itself, which is a separate service
  • guarantees about banking or provider decisions
Timing
Confirmed when your request is accepted.
What LATYNEX does
  • review the case
  • compare the options
  • write the assessment
  • explain it on a call
Price
Confirmed when your request is accepted.
Good to know

What this is, and isn't

This is business and structuring analysis, not legal, tax or investment advice. Where a legal or tax opinion is needed, we say so and point you to a licensed adviser.

FAQ

Frequently asked questions

Do you name a country up front?+

No. The assessment compares structures against your clients, team and payment flows, and states the assumptions behind any option.

Does this cover employment of the team?+

It flags where employment or contractor questions arise. Employment law and payroll need a local professional.

Request

Tell us what you need.

No obligation. We read your request and reply with a straight answer.

Consulting

Get an independent view before you commit.

Describe your plan and your constraints. We reply with what we would look at first.

Request an assessment