財務戦略サポート

A business and financial strategy consultant provides support in various cases such as “fundraising support for startups,” “formulation of business strategies,” “business revitalization,” “M&A strategies (venture/business succession),” and “compliance support.” The main responsibility is to provide support in the areas of management and finance. In addition, due to the need to support the client’s management strategy for future growth, we conduct an inventory of the challenges faced by the client and, if necessary, conduct on-site interviews. We also provide support for DX initiatives. Please feel free to contact us.
Recently, there has been an increase in inquiries about reviewing corporate insurance policies at companies. Our company provides support from financial strategy consultants who understand life insurance.

When you need to secure funds quickly, using short-term bank loans is a quick and easy way to raise funds. However, in my experience, it often takes longer than expected from the loan application to the actual loan execution. For situations like this, life insurance has systems in place that can respond quickly to sudden fundraising needs, such as surrender values and policyholder loan systems. It is ideal to strategically enroll in insurance to utilize such systems in the financial aspect. (It’s reassuring to be prepared before the economy worsens.)

Benefits While there may be a retirement benefit system in place for employees, have you been putting off planning for your own retirement benefits as the company’s president? As the president, you have contributed the most in terms of effort and finances since the founding of the company.
Life insurance is being utilized to secure retirement benefits through steady and planned preparation. However, it is necessary to design the plan according to the expected retirement age and the planned amount of benefits to be provided. In addition, income protection insurance may also be incorporated into the plan.

I want to pass on my company to a successor. However, often the transfer of shares becomes a major obstacle. Sometimes, a large amount of capital is required for this purpose. In addition, measures need to be taken for the successor to inherit the shares. In such cases, life insurance can be utilized. A financial strategy consultant who understands life insurance can provide support.

Settlement is an excellent opportunity to review insurance coverage and protection. It is necessary to design the coverage appropriately while ensuring protection.

Even if a business manages its costs well, such as sales expenses, it is often difficult to keep track of insurance until it is reviewed. Insurance salespeople often prioritize getting companies to take out insurance, and they may not provide much support afterwards. For the company, the insurance premiums paid are a cost. Financial strategy consultants who understand life insurance can also point out other cost reduction points besides insurance premiums. They will analyze the situation of the company based on its needs.