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Fictional exampleThis exchange was written for illustration. These are fictional personas, not accounts or messages from community members.

Business Owners & Founders

My clients stay put, but I might move. What should I ask?

Theo plans a useful first call with his advisers.

Theo N.Fictional persona · United Kingdom ↔ United States

I run a small business in the U.K. and may move to the U.S. My clients won't move. What questions should I take to my first adviser call?

Daniel C.Fictional persona · United States ↔ Netherlands

I'd draw a simple picture: where you live, where you work, who pays you, and where the company is set up.

Theo N.Fictional persona · United Kingdom ↔ United States

I can do that. Should I include the dates I'm likely to move?

Daniel C.Fictional persona · United States ↔ Netherlands

Yes, and note what you don't know yet. Ask who will look at company, personal tax, and immigration questions. You may need different people for each.

Theo N.Fictional persona · United Kingdom ↔ United States

Great. I wanted a better meeting, not a quick guess online.

What would you add from your own experience?

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