Business succession consulting

We offer business succession consulting services for companies, their owners, and successors, to ensure that companies can continue to survive and grow.

Yamada & Partners’ business succession services

To facilitate business succession, which can involve a wide range of issues including a lack of successors, a lack of funds for tax payments, and enhancement of inheritance taxation, thorough measures need to be implemented quickly.
Yamada & Partners proposes optimal methods of business succession to our clients, based on our wealth of business succession consulting experience.
Under revisions to the tax system in fiscal 2018, application of the tax deferral system for gift tax and inheritance tax on assets such as shares of unlisted stock has been revised and new requirements such as receiving guidance and advice from support agencies for business innovation have been added.
Since Yamada & Partners has been designated as a support agency for business innovation, we are ready to deliver comprehensive support for our clients’ sustained business growth.

Business succession consulting

Menu of business succession services

Business succession can be split into the two main categories of succession within the family and succession outside the family. Studies have shown that in recent years each of these categories accounts for about one-half of business succession cases. Yamada & Partners offers a wide-ranging menu of services including not only those for succession within the family but also support for M&As, management buyouts (MBOs), and IPOs.
By identifying any issues through meetings with our clients, comparing and contrasting various methods to resolve those issues, and implementing the optimal measures, we help our clients to carry out business succession smoothly without pressuring their companies’ business operations.

Succession within the family
Personal succession Physical succession
  • Establishing next-generation management and organizational structures
  • Selection and training of successors
  • Passing along personal networks and management expertise
  • Countermeasures against devaluation
  • Transfer of assets
  • Measures to secure sources of funding for tax payments
  • Inheritance distribution measures
See here for more details
Succession outside the family
M&A MBO/EBO IPO

Sale to or merger with another company is possible if the company’s lines of business are attractive

  • Under this method, company official or employees continue to manage the company
  • A benefit of this method is that it makes succession easier than when a third party will take over management

An IPO on shares in a privately held firm, whose shares are difficult to convert to cash, can secure funds for tax payments by making it possible to sell the shares on the market

See here for more details

Service flow (succession within the family)

  • Ascertaining and sorting out current conditions

    Ascertaining and sorting out current conditions

    • 1.Ascertaining client business succession needs
    • 2.Ascertaining facts of the matter, such as family relations and the state of the company
    • 3.Ascertaining the value of company stock
  • Formulating a business succession plan

    Formulating a business succession plan

    Formulating measures for succession of company stock based on the following four measures
    • Countermeasures against devaluation
    • Transfer of assets
    • Measures to secure sources of funding for tax payments
    • Inheritance distribution measures
  • Support for implementing the business succession plan

    Support for implementing the business succession plan

    • 1.Scheduling and progress management
    • 2.Transfer of company stock etc.
    • 3.Follow-up services after implementation, including tax returns

Feel free to contact us with any inquiries on taxes, accounting, etc.