THE CROSSING DIAGNOSTIC
Before we start.
32 questions, with conditional logic that skips questions that don't apply to your situation. Most founders complete the form in 15-20 minutes.
Your answers are saved automatically. If you need to stop and come back, you can.
At the end, we'll confirm where to send your diagnostic. Your diagnostic is a formal advisory document and is reviewed before it's delivered — expect it in your inbox within 48 hours.
ABOUT YOU
What's your first name?
We'll use this in your diagnostic.
ABOUT YOU
What's your company called?
Start typing and we'll try to match it on Companies House.
ABOUT YOU
What's your company number?
We'll fill this in if we matched your company in the previous step. You can also type it manually.
ABOUT YOU
What's your role?
Helps us calibrate how the diagnostic is written.
ABOUT YOU
Where should we send your diagnostic?
Your personalised Crossing Diagnostic, delivered by email within 48 hours. We'll never share your data.
CURRENT STATE
Have you reorganised the company so a US parent owns the UK business?
This is sometimes called a 'Delaware flip.'
CURRENT STATE
Have you set up a US company?
For example, a Delaware C-Corp or a US LLC — whether as a subsidiary of your UK company or as a separate entity.
CURRENT STATE
Do you have any people working for you in the US?
Employees or contractors, however they're engaged.
CURRENT STATE
Does the US company own any of your software, technology, or intellectual property (IP)?
If you don't have a US company, pick the closest fit.
CUSTOMERS
Roughly what share of your revenue comes from US customers today?
A rough estimate is fine.
CUSTOMERS
Are any US customers asking for things that would be easier with a US presence?
For example: signing the contract with a US company, paying in dollars, keeping their data on US servers.
CUSTOMERS
What specifically are they asking for?
Pick all that apply.
TEAM
Where are you with hiring in the US?
Pick the closest fit.
TEAM
How many US-based people work for you, and across how many states?
Headcount and approximate state spread.
TEAM
What's driving the hiring?
The single biggest reason. If a few apply, pick the strongest.
TEAM
How long has your EOR arrangement been in place?
An Employer of Record (EOR) is a third party that legally employs your US team on your behalf.
RESUME LATER (OPTIONAL)
Want a link to come back to this?
You're roughly halfway through. We can email you a link to return to this exact spot if you need to step away.
INVESTORS
Are you currently talking to US investors about funding?
Pick the closest fit.
INVESTORS
Has anyone suggested making structural changes to the company as part of this round?
For example, setting up a US subsidiary or reorganising so a US parent owns the UK business — sometimes called a 'Delaware flip.'
INVESTORS
Are lawyers currently working on US-related corporate setup for the round?
Lawyers on either side of the Atlantic count.
TIME IN THE US
Roughly how many days have you personally spent in the US over the last twelve months?
Your best estimate. Honest 'I don't know' is a valid answer.
TIME IN THE US
Are you actively tracking your US travel days?
Honest answer is more useful than the right-sounding one.
TIME IN THE US
Are you planning to relocate to the US, or significantly increase your time there, in the next 12 months?
Commitment level is the signal here.
TIME IN THE US
What's driving the move?
The single biggest reason. If several, pick the strongest.
GROUP STRUCTURE
Does your company own or get owned by any other companies?
Sister companies, subsidiaries, holding companies, anything like that.
GROUP STRUCTURE
How many companies are in your group, including the main one?
A best guess is fine.
GROUP STRUCTURE
Tell us briefly about this company.
Four short fields. You'll be able to add another after this one.
GROUP STRUCTURE
Which of these companies owns your software, technology, or IP?
Pick the closest fit.
GROUP STRUCTURE
Which of the companies you've described are based in the US or actively operate there?
Tick all that apply.
A FEW LAST THINGS
What's making the US question live for you right now?
Pick all that apply.
A FEW LAST THINGS
Do you have an EMI share option scheme for employees?
EMI is a UK tax-advantaged share scheme.
A FEW LAST THINGS
Have you raised investment under EIS or SEIS?
These are UK tax-relief schemes for investors.
A FEW LAST THINGS
If a buyer or investor looked at your structure today, what would worry them most?
Pick all that apply.
A FEW LAST THINGS
Anything else we should know?
Optional. Skip if nothing to add.
About this diagnostic
The Crossing Diagnostic is a free educational document prepared by NorthArc Advisory Limited. It identifies the structural and tax questions that arise at a UK SaaS company's current stage of the UK-US journey, based on the responses you provide and information about your company from the public record.
The Diagnostic does not constitute legal, accounting, or tax advice and should not be relied upon as such. It is illustrative and educational in nature. It identifies questions to consider; it does not answer them with reference to your specific circumstances. Situated advice tailored to your company is available through NorthArc Advisory's Structure Review engagement.
The document is generated with the assistance of artificial intelligence and reviewed by a member of NorthArc Advisory before delivery. While reasonable care is taken in its preparation, no warranty is given as to its accuracy or completeness, and NorthArc Advisory Limited accepts no liability for any decision made in reliance on it.
NorthArc Advisory Limited is regulated by the Association of Chartered Certified Accountants. This document is issued under the firm's standard terms of engagement for diagnostic work.
By submitting this form, I confirm that I have read and understood the above.
SUBMITTED
Thank you.
Your responses are with us. We're preparing your Crossing Diagnostic now.
The diagnostic is a formal advisory document. It is reviewed before delivery. Expect it in your inbox at within 48 hours.
If anything is unclear or you want to add context, just reply to the email. Real human on the other end.