PDI
PDI is a private, partner-led business management consultancy that helps US organizations reorganize and growth, and assists international (primarily Scandinavian) companies entering the North American market, across nine service units including fractional C-suite, tax and accounting, marketing, and entity formation.
- Company typePrivate
- Founded2004
- HeadquartersFlushing, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What PDI does
PDI is a private business management consulting firm founded circa 2004 and headquartered in Flushing, USA, with operational offices in Texas, Florida, Stockholm, and Copenhagen. It serves two primary client segments: (1) organizations within the US needing independent executive resources to meet specific objectives or reorganize departments, and (2) companies outside the US (notably Scandinavia) seeking to establish or expand a presence in the North American market. Its core product is a portfolio of nine operating units covering Entity Formation, Sales Strategy, Marketing Communications, Tax and Accounting, Operations Management, Business Evaluation, Executive Networking, People/Culture/Training, and Board Services (including fractional C-suite engagements). PDI also runs three structured workshop programs: a six-month Leadership Coaching program, a three-module Team Building workshop, and facilitated Mastermind Groups.
PDI does not develop proprietary software technology; its underlying "platform" is a combination of proven methodologies (ISO, LEAN, Six Sigma, TQM, GMP) and proprietary consulting frameworks delivered by senior executive partners (C-suite veterans originating from Sweden, England, India, and the USA). The firm operates on a quote-based professional services model with no publicly disclosed pricing, and reaches customers through direct partner engagement, a website (pdintl.net), LinkedIn outreach, and a Preferred Business Partner relationship with SACC-USA (Swedish-American Chamber of Commerce). Notable differentiated offerings include the 'Prio' turnkey remote in-house accounting department service and fractional executive/board of director placements, while named historical marketing clients include General Motors, PepsiCo, Unilever, Emirates, Géant, and Standard Chartered.
PDI firmographics
Firmographics- Name
- PDI
- Legal name
- PDI
- Website
- https://pdintl.net
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PDI is a private, partner-led business management consultancy that helps US organizations reorganize and growth, and assists international (primarily Scandinavian) companies entering the North American market, across nine service units including fractional C-suite, tax and accounting, marketing, and entity formation.
- Ownership category
- akta.pro rank
Where PDI is headquartered
LocationHeadquarters
- HQ city
- Flushing
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
PDI business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Professional Services - Marketing: Full-service advertising and marketing agency providing brand awareness, positioning campaigns, results-based marketing, strategy development, and plan implementation through experienced marcoms professionals.
- Business Formation and Entity Setup Services: Consulting services for setting up companies in new locations, including entity structure analysis, geographical location determination, legal and tax considerations, economic development incentives, and pre-immigration planning.
- Tax and Accounting Advisory: Full-service tax and accounting including financial planning, management accounting, AR/AP, expense management, payroll, sales taxes, income taxes, transfer pricing review, and entity structuring.
- Sales Strategy and Business Development: Strategic and tactical administration of sales and marketing consulting, marketing plan development, and network introductions to boost sales efforts in the US market.
- Team Building Workshops: Three-module team building workshop program with minimum 8 participants, totaling 8 workshop hours. Modules cover team development, problem-solving, trust building, and leadership skills.
- Leadership Coaching Program: Six-month individual leadership coaching program with two 60-minute sessions per month (12 total hours), including email and phone check-ins and action accountability tracking.
- Mastermind Groups: Facilitated group sessions combining masterminding, peer brainstorming, education, accountability, and support. Five to eight participants meet for weekly one-hour sessions over five to eight weeks.
- Fractional C-Suite and Board Services: Paid fractional executive or non-executive board of director services providing outside leadership voice to assist companies with accelerating growth and success.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Team Building Workshop: 8 hours across 3 modules, minimum 8 participants |
| Other | Multi-year contract | Individual Leadership Coaching: 6-month program, 12 total coaching hours |
| Other | Multi-year contract | Mastermind Group: 5-8 participants, 5-8 weekly one-hour sessions |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
PDI product offering
Product offeringCore offering
PDI is a business management consulting firm that provides advisory and implementation services through nine operating units: Entity Formation, Sales, Marketing, Tax and Accounting, Operations Management, Business Evaluation, Executive Networking, People/Culture/Training, and Board Services. The firm also runs three workshop programs covering leadership coaching, team building, and mastermind groups for organizational clients.
Product overview
PDI is a business management consulting firm offering a portfolio of nine integrated operating units that provide strategic and implementation services for organizations setting up, reorganizing, or growing in North America. The core offering consists of business services including Entity Formation, Sales Strategy, Marketing Communications, Tax and Accounting (including the 'Prio' turnkey remote accounting service), Operations Management, Business Evaluation, Executive Networking, People/Culture/Training, and Board Services. Additionally, PDI offers three workshop programs: the Leadership Coaching Program (6-month individual coaching), Team Building Workshop (3-module program), and Mastermind Groups (peer-based leadership development). The nine operating units can work together or independently depending on client needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Start Up and Entity Formation Advisory and execution support for new business formation, including legal entity setup, structuring, and registration services for companies entering or launching in the US market.
- Sales Strategy and Business Development
- Marketing Communications Strategy and Implementation
- Management Accounting and Tax Advisory
- Operations Planning and Management
- Business Evaluation and Market Research
- Executive Networking and Introductions
- People, Culture, and Training
- Board of Director Services (C-Suite Bridge)
- Leadership Coaching Program
- Team Building Workshop
- Mastermind Groups
Quantifiable outcome
- Companies can achieve business objectives through proven multi-phase implementation programs
- +1 more outcomes
Companies that use PDI
Customer profileNamed customers12 records
Segments3 records
Ideal customer profiles2 records
PDI technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
PDI partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SACC-USA (Swedish-American Chamber of Commerce USA)corePDI is a Preferred Business Partner of SACC-USA (Swedish-American Chamber of Commerce USA). This partnership provides access to the Chamber's network of Swedish and American businesses, supporting PDI's work with international companies seeking to establish or expand their presence in the North American market.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
PDI competitors and assessment
Company assessmentDirect peers
- Chief Outsiders: Fractional CMO/C-Suite services firm providing experienced executives to companies on a part-time basis. Directly comparable to PDI's Board Services / C-Suite Bridge offering and its sales-and-marketing consulting unit.
- Velocity Global: Global PEO and international expansion services provider. Comparable target buyer (companies entering the US) and adjacent service mix to PDI's entity-formation plus ongoing operational support.
- B2B CFO: Fractional CFO firm serving growth and middle-market companies. Comparable in scale and business model to PDI, with the same 'experienced executive on demand' wedge into the broader fractional services market.
- Globalization Partners: Global PEO platform that enables companies to hire and expand internationally without setting up local entities. Directly overlaps PDI's offering for non-US companies entering the US market, though delivered via technology platform rather than advisory.
Broad incumbents
- RSM US: Audit, tax, and consulting firm focused on middle-market companies. Comparable middle-market client base and consulting-plus-accounting service mix to PDI's smaller-scale multi-unit operating model.
- BDO USA: Major accounting and consulting firm offering tax, advisory, and consulting services to mid-market and international clients. Overlaps with PDI's tax and accounting, operations management, and cross-border advisory offerings, but at vastly larger scale.
- Cherry Bekaert: National accounting and business advisory firm serving middle-market and growth-stage clients. Comparable advisory-plus-tax service mix to PDI's tax/accounting and business evaluation units.
- Robert Half: Global staffing and talent consulting firm with significant HR consulting and people-management advisory capabilities. Comparable to PDI's People, Culture, and Training operating unit, though at much larger scale.
Regional players
- Kreischer Miller: Mid-Atlantic/Midwest-based accounting and consulting firm serving privately held businesses. Similar service mix (tax, accounting, advisory) and SMB-focused client base to PDI's smaller multi-disciplinary operating model.
Emerging players
- Deel: Global employment and contractor management platform focused on helping companies hire and pay talent internationally. Overlaps with PDI's market-entry and people/culture services but competes from a software-led model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
PDI social profiles
Digital presencePDI financial estimates
Financial estimateRevenue estimate
Valuation estimate
PDI leadership team
Management profileNumber of profiles
Profiles1 record
PDI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PDI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PDI
What does PDI do?
PDI is a business management consulting firm that provides advisory and implementation services through nine operating units: Entity Formation, Sales, Marketing, Tax and Accounting, Operations Management, Business Evaluation, Executive Networking, People/Culture/Training, and Board Services. The firm also runs three workshop programs covering leadership coaching, team building, and mastermind groups for organizational clients.
Is PDI a public or private company?
PDI is a private company. It is classified as unknown and is currently operating.
When was PDI founded?
PDI was founded in 2004. It employs 1 to 10 people.
Where is PDI based?
PDI is headquartered in Flushing, United States, in the North America region.
How does PDI make money?
Eight revenue lines are on record. Professional Services - Marketing is the primary driver. The others are business Formation and Entity Setup Services, tax and Accounting Advisory, sales Strategy and Business Development, team Building Workshops, leadership Coaching Program, mastermind Groups and fractional C-Suite and Board Services.
Who are PDI's main competitors?
Direct peers on record are Chief Outsiders, Velocity Global, B2B CFO and Globalization Partners. Broad incumbents are RSM US, BDO USA, Cherry Bekaert and Robert Half. Kreischer Miller is listed as a regional player. Deel is listed as an emerging player.
Does PDI have an API?
No public API is recorded for PDI.