PDI

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.

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

Headquarters

HQ city

Flushing

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core 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

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• SACC-USA (Swedish-American Chamber of Commerce USA)coreGTM or Marketing PartnerPDI 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

Direct 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

• LinkedInlinkedin.com/company/pdintl

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PDI