Transfer Pricing Without the Big 4: What Every Fractional CFO Needs to Know
As Fractional CFOs, we turn our hands to most things - and when clients operate across borders, transfer pricing can become one of the most frustrating (and overlooked) puzzles to solve.
You might think it's just about tax — but the reality is, transfer pricing decisions can impact everything: how you structure staff, manage IP, allocate costs, and even prepare for an eventual sale or IPO.
If you've ever quietly wondered “what even is transfer pricing, and when do I need to worry about it?” Then you're not alone. This free, practical session is designed to help you get your head around it without a Big 4 budget.
We’re joined by Andrea Tolley - a seasoned global tax and transfer pricing expert, and fellow member of the Fractional Finance Forum, the community hosting this event.
Andrea brings decades of experience leading international tax strategy at companies like GSK, Schneider Electric, Rio Tinto, and most recently as a Partner at KPMG, where she led the Global Life sciences transfer pricing team. She’s known for her pragmatic, real-world approach to operational transfer pricing — especially in complex, fast-moving businesses.
In this session, we’ll cover:
Service Transactions: Managing people and services across borders - and the hidden pricing issues this creates
Complex Supply Chains: Cross-border flows, third parties, and licensing considerations
IP Management: Keeping control of your intellectual property - and the tax consequences
Exit Readiness: What you need in place for due diligence if your client is heading toward a sale or IPO
When to Call in the Experts: Learn when external support is worth it, and how to get the right help without blowing the budget
🎁 Live-Only Bonus
Stick around for the live Q&A with Andrea, where you can ask your own client scenarios and hear how others are handling similar challenges. We won't be sharing this in the recording, so join live to get the most of the session!
Plus - exclusively for live attendees - Andrea will share how to engage a transfer pricing expert the smart way, including what information you need upfront, how to keep costs in check, and when it's worth bringing someone in.
Who should attend?
This session is for Fractional CFOs, finance consultants, and advisors working with businesses that have international operations - whether that’s people, services, supply chains, or IP.
If you’ve ever thought “I should probably know more about this” - this is your chance to get a clear, practical overview without the jargon.