
HOW THE PROCESS WORKS
STEP-BY-STEP OVERVIEW
READ OUR PROCESS FAQs

How PTB Contract Exchange Works
PTB Contract Exchange supports a Canada-wide operating model where participants collaborate through an incorporated company that contracts with customers and governs execution internally.
The platform provides administrative coordination and structured revenue documentation aligned with corporate authority.
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The incorporated company remains independent and controls operations through its appointed leadership. Participation structures are defined through agreements and formal approvals.

Step-By-Step Operation Overview

Step 1 – Identify Participants and Roles
The process begins by aligning participants around the roles needed for growth and execution.
Roles can include advertising, introductions, and workforce execution depending on the business.
Role Pathways
Advertiser participation structures are described on Advertising Partnership Canada. Relationship-driven participation structures are described on Lead Generation Partnership Canada.
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Operator-focused participation is described on Start or Expand Your Business Canada. Each role is formalized through corporate documentation rather than informal expectations.
Step 2 – Establish or Use a Corporation
Participants may form a new incorporated company or use an existing one where appropriate. Corporate records define ownership, governance, and participation terms.
Corporate Records
Ownership allocations, director appointments, and compensation structures are established through formal documentation. Structural governance mechanics are detailed on Business Structure Framework.
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The incorporated company becomes the contracting party for customers. Leadership authority remains with appointed directors.
Step 3 – Run Operations Through the Company
Service delivery is executed through the incorporated company’s operational leadership. Growth inputs remain structured as participation roles rather than operational control.
Execution Authority
Operators set fulfillment standards, staffing approaches, and service procedures through internal leadership.
Demand inputs support growth but do not replace operational authority. The incorporated company remains responsible for customer performance.
PTB Contract Exchange remains administrative.
Step 4 – Document Revenue Entry and Distributions
Revenue entry points and distribution execution are documented according to corporate approvals. Documentation supports clarity for participants without replacing governance.
Documentation Systems
PTB Contract Exchange records revenue entry activity and distribution execution aligned with corporate authority.
The documentation platform is detailed on Revenue Transparency Platform. Distribution design remains a governance decision. Documentation reflects execution records.
Step 5 – Update Structure as the Business Evolves
Governance and participation terms can be updated where shareholders approve changes. Updates are completed through formal procedures.
Controlled Adjustments
Director appointments, ownership changes, and compensation updates can be implemented through documented corporate steps.
The incorporated company remains the contracting entity across Canada as it expands.
Participation terms remain defined by approvals rather than implied expectations.
PTB Contract Exchange remains separate from operational control.
Frequently Asked Questions
Q: Can roles change after the company is operating
A: Yes, roles can evolve if shareholders document and approve updates.
Q: Who owns the operating company
A: Ownership is determined by participant agreement and recorded through formal documentation.
Q: Does PTB Contract Exchange manage operations
A: No, operational leadership remains within the incorporated company.
Q: Is revenue automatically split by the platform
A: No, allocations follow corporate approvals and documented participation terms.

