M&a support system and service processing method for m&a support system
The M&A support system addresses the lack of optimal M&A solutions by quantifying corporate value and automating target matching, facilitating efficient and comprehensive M&A advisory services.
Patent Information
- Application Number
- JP2024078635
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2024-05-14
- Publication Date
- 2025-11-27
AI Technical Summary
There are no systems or web applications that support appropriate M&A transactions for tax accountants and accountants, forcing them to navigate M&A deals without optimal solutions, often leading to suboptimal outcomes.
An M&A support system that quantifies corporate value using financial and accounting information, automatically matches potential targets, and facilitates M&A advisory contracts through a cloud-based platform with data terminals and a server device for professional personnel.
Enables accountants and tax accountants to conclude optimal M&A deals, creating new business opportunities by automating the M&A process and providing comprehensive support services.
Smart Images

Figure 2025173179000001_ABST
Abstract
Description
[Technical Field]
[0001] The present invention relates to an M&A support system that provides M&A (buying and selling of companies or businesses) support services over the Internet provided by accountants, tax accountants, and other organizations that support the management of transferring companies, and a service processing method for the M&A support system. [Background technology]
[0002] In M&A (buying and selling of companies or businesses), in matching systems that match sellers with potential buyers online, M&A companies acting on behalf of the sellers manually search for potential buyers from their own customers using their personal or organizational networks (branch networks of financial institutions, etc.). This requires a huge amount of time and makes it extremely difficult to match potential buyers with customers other than the company.
[0003] Patent Document 1 below discloses, "In M&A (buying and selling of companies or businesses), a matching system (one-to-one) that matches sellers with potential buyers over the Internet, and an auction system (one-to-many) that allows sellers to determine a buyer from multiple potential buyers through bidding, in order to share corporate information about sellers over the Internet and automatically match them with potential buyers on the system. And an auction system that selects the most suitable potential buyer from multiple potential buyers through bidding." [Prior art documents] [Patent documents]
[0004] [Patent Document 1] Japanese Patent Application Laid-Open No. 2013-73614 Summary of the Invention [Problem to be solved by the invention]
[0005] Meanwhile, in the fields of tax accountants and certified public accountants, accounting processing work is being replaced by digital transformation and AI, and there is an increasing movement to seek second sources of income.
[0006] In such a client environment, when tax accountants and accountants are faced with their clients' financial circumstances and succession issues, they sometimes find themselves in a situation where they have to consider M&A in order to maintain the company's operations and support the livelihood of their employees.
[0007] Currently, there are no systems or web applications developed that can support appropriate M&A while maintaining the client environment, so tax accountants, accountants, and clients are forced to decide on new business ventures while feeling their way around, which often means they are unable to achieve the best M&A deals.
[0008] The present invention has been made to solve the above-mentioned problems, and aims to provide an M&A support system that quantifies corporate value based on a client's financial and accounting information connected to the cloud, automatically generates a match of potential M&A targets, and enables accountants, tax accountants, and other organizations that support the management of the transferring company to propose M&A to their clients and promote M&A advisory contracts. [Means for solving the problem]
[0009] The M&A support system of the present invention for achieving the above object has the following configuration.
[0010] The M&A support system of the present invention is an M&A support system that supports M&A service operations by communication via a specified communication medium between first to third data terminals operated by different professional personnel who support the management of the transferor company and a server device that stores and manages M&A service information in a database for the first to third data terminals, wherein the server device is characterized by comprising: a construction means for constructing a platform that provides services to support M&A operations on the cloud; an estimation means for analyzing requests from the first to third data terminals connected to the platform, acquiring M&A service information stored in the database, and estimating numerical indicators that indicate the corporate value of the seller; a creation means for performing an M&A candidate matching process based on the numerical indicators estimated by the estimation means, and creating a list of candidate transferee companies from the corporate information stored in the database; and a disclosure means for disclosing the list of candidate transferee companies created by the creation means to the first to third data terminals operated by different professional personnel who support the management of the transferor company according to a disclosure mode. [Effects of the Invention]
[0011] According to the present invention, accountants and tax accountants work together to conclude the optimal M&A that meets the needs of the buyer and seller companies that issue M&A requests, thereby enabling new business opportunities to be freely created. [Brief explanation of the drawings]
[0012] The drawings illustrate particular embodiments of the present invention, including essential features of the invention as well as alternative and preferred embodiments. [Figure 1] 1 is a block diagram illustrating the configuration of an M&A support system according to a first embodiment of the present invention. [Figure 2] FIG. 2 is a block diagram illustrating the configuration of the server device shown in FIG. [Figure 3](a) is a block diagram illustrating the configuration of the multiple first data terminals, second data terminals, third data terminals, and fourth data terminals shown in Figure 1, and (b) is a block diagram illustrating the configuration of the programs stored in the RAM shown in (a). [Figure 4] FIG. 2 is a diagram illustrating the flow of service operations of the M&A support system shown in FIG. 1. [Figure 5] 4 is a flowchart showing a data processing procedure on the server device side in the M&A support system according to the present embodiment. [Figure 6] 4 is a flowchart showing a data processing procedure on the server device side in the M&A support system according to the present embodiment. [Figure 7] 4 is a flowchart showing a data processing procedure on the server device side in the M&A support system according to the present embodiment. DETAILED DESCRIPTION OF THE INVENTION
[0013] Next, the best mode for carrying out the present invention will be described with reference to the drawings.
[0014] <System configuration description> [First embodiment] FIG. 1 is a block diagram illustrating the configuration of an M&A support system according to a first embodiment of the present invention.
[0015] The M&A support system shown in this embodiment is characterized by supporting M&A service operations by communication between first data terminals 3-1 to 3-N operated by different specialists who support the management of the transferring company, second data terminals 4-1 to 4-N, and third data terminals 5-1 to 5-N, and a server device 1 that accumulates and manages M&A service information in a database 14 shown in Figure 2.
[0016] In Figure 1, the first data terminals 3-1 to 3-N are operated by users who hold administrative scrivener qualifications (who assist in the preparation of contracts to be submitted to government offices including the Legal Affairs Bureau) among the different professional services who support the management of the transferring company, and connect to the platform 1A via the network 21 to perform M&A support processing.
[0017] The second data terminals 4-1 to 4-N are operated by users who hold accounting qualifications (engaged in preparing corporate income and expenditure reports) among different professional personnel who support the management of the transferring company, for example, and connect to the platform 1A via the network 21 to perform M&A support processing.
[0018] The third data terminals 5-1 to 5-N are operated by, for example, different professional personnel who support the management of the transferring company, such as persons with lawyer's qualifications, and connect to the platform 1A to assist in the collection and processing of information regarding M&A and in applying for or receiving M&A offers.
[0019] When the transferor and acquirer of the company present their conditions, the fourth data terminal 2-1 to 2-N completes the registration process for this system by entering the necessary information into the web application screen published on the platform 1A.
[0020] In addition, the region, industry, acquisition budget, etc. of the buyer who purchases the business are linked to the account registered on platform 1A and stored and managed in database 14.
[0021] In this embodiment, when acquiring a business, the basic flow is to adopt a configuration that supports a service that displays appropriate user interface screens on platform 1A at each phase, such as case registration, anonymous negotiations, the counterparty's ability to pay, confidentiality agreement, final agreement, and transfer agreement.
[0022] The server device 1 analyzes requests from the first data terminals 3-1 to 3-N, the second data terminals 4-1 to 4-N, and the third data terminals 5-1 to 5-N connected to the platform 1A, and updates and manages the M&A service information (including the accounting information of registered companies) stored in the database 14 shown in Figure 2 as needed.
[0023] It is assumed that the first data terminals 3-1 to 3-N, the second data terminals 4-1 to 4-N, and the third data terminals 5-1 to 5-N have completed the user registration process in order to use the platform 1A provided by the server device 1, and that data communication is performed in a communication environment where a predetermined security is protected for communication processing.
[0024] FIG. 2 is a block diagram for explaining the configuration of the server device 1 shown in FIG. 1, and the same components as those in FIG. 1 are assigned the same reference numerals.
[0025] In Figure 2, 11 is a communication unit that communicates using a predetermined protocol with a plurality of first data terminals 3-1 to 3-N, second data terminals 4-1 to 4-N, third data terminals 5-1 to 5-N, and fourth data terminals 2-1 to 2-N connected to a network 21 as a communication medium.
[0026] A CPU 13 starts an operating system (OS) stored in an external memory 18 connected to the internal bus 12, and starts various applications installed via the API. It also processes various programs deployed on the RAM 16.
[0027] Numeral 15 is a keyboard, which is used to input numbers, text, and icon instructions for running applications. Numeral 17 is a display, which shows the status of data processing on platform 1A in real time.
[0028] Reference numeral 16 denotes an expandable RAM, which expands and stores the basic program of the platform 1A installed in the external memory 18.
[0029] The basic program in this embodiment is assumed to be a series of information processing programs including: a construction unit 16-1 that constructs a platform 1A that provides services to support M&A operations on the cloud; an estimation unit 16-2 that analyzes requests from a plurality of first data terminals 3-1 to 3-N, second data terminals 4-1 to 4-N, and third data terminals 5-1 to 5-N connected to the platform 1A, acquires M&A service information stored in the database 14, and estimates numerical indicators indicating corporate value; a creation unit 16-3 that executes an M&A candidate matching process based on the numerical indicators estimated by the estimation unit 16-2 to create a list of candidate transferee companies; and a disclosure unit 16-4 that discloses the list of candidate transferee companies created by the creation unit 16-3 to the first to third data terminals 3-1 to 3-N, 4-1 to 4-N, 5-1 to 5-N operated by different professional personnel who support the management of the transferee company according to a disclosure mode.
[0030] The estimation unit 16-2 executes a process of estimating the financial value of the seller company using a plurality of approaches including the income approach, the market approach, and the cost approach.
[0031] Here, in the estimation section 16-2, the income approach executes a process to estimate the financial value of the seller company using an evaluation method that focuses on the company's ability to earn profits expected in the future. More specifically, the company value is calculated by converting future profits, cash flows, or dividends into present value.
[0032] The estimation unit 16-2 can also select and adopt a valuation method that focuses on the valuation of stocks of similar industries and companies traded on the market.
[0033] Furthermore, the estimation section 16-2 can also select to employ an evaluation method that focuses on the net assets on the books.
[0034] Furthermore, the server device 1 is provided with a creation unit 16-3 that creates various contract documents to support M&A that are adapted to the contract conditions acquired from the plurality of first data terminals 3-1 to 3-N, second data terminals 4-1 to 4-N, and third data terminals 5-1 to 5-N.
[0035] The AI support unit 19 cooperates with the creation unit 16-3 to execute an index generation process showing the estimated corporate value for a plurality of first data terminals 3-1 to 3-N, second data terminals 4-1 to 4-N, and third data terminals 5-1 to 5-N, a company profile generation process, and a candidate list generation process based on the flowcharts described below.
[0036] It is optional whether the AI support unit 19 is configured to include an AI engine itself or to use an AI engine available on the network 21.
[0037] Figure 3 is a block diagram illustrating the configuration of the plurality of first data terminals 3-1 to 3-N, second data terminals 4-1 to 4-N, third data terminals 5-1 to 5-N, and fourth data terminals 2-1 to 2-N shown in Figure 1. Note that the same reference numerals are used to designate the same components as in Figure 2, and their explanation will be omitted.
[0038] In (a) of Figure 3, reference numeral 301 denotes a CPU, which executes various applications by loading an OS and control programs stored in a ROM 302 into a RAM 303 and executing them. Various information is input and icons displayed on a user interface screen (UI screen) are clicked directly on a display device 311. Reference numeral 304 denotes a communication unit, which controls communication for connecting to a server device 1 connected to the network 21. Reference numeral 310 denotes a keyboard that functions as an input device. Note that a configuration may also be adopted in which a touch panel type soft keyboard is employed.
[0039] In RAM 303 shown in FIG. 3(b), M&A inquiry unit 303-1 performs the process of inquiring server device 1, in which a person in charge of a company requesting accounting processing on platform 1A applies for M&A using this system.
[0040] The M&A proposal receiving unit 303-2 receives the list of potential transferee companies created by the creating unit 16-3 based on the numerical indicators estimated by the estimation unit 16-2 of the server device 1.
[0041] In addition, whether or not to accept a buyer company proposed on Platform 1A is left to the management judgment of the company, so acceptance itself does not constitute a successful M&A deal.
[0042] 303-3 is the judgment department, which decides whether to accept the proposal of a buyer company in an M&A transaction after consulting with experts who provide financial processing services to the company, and determining whether the proposal exceeds a predetermined threshold from the candidate list prepared by the preparation department 16-3, based on a comprehensive index of evaluation criteria, future prospects, financial indicators, business plans, etc. In some cases, additional economic forecasts and real estate information may also be used as factors in the decision.
[0043] 303-4 is a control unit that comprehensively controls the M&A inquiry unit 303-1, the M&A proposal receiving unit 303-2, and the judgment unit 303-3, and executes the M&A service processing provided by the server device 1 by connecting to the platform 1A via a browser.
[0044] FIG. 4 is a diagram illustrating the flow of service operations of the M&A support system shown in FIG.
[0045] In Figure 4, the transferring company refers to the processing on the side operating the fourth data terminal 2-1 to 2-N shown in Figure 2, and the professional services correspond to the flow on the side of the first data terminal 3-1 to 3-N, second data terminal 4-1 to 4-N, and third data terminal 5-1 to 5-N operated by each professional service shown in Figure 2. As an M&A proposal service in cooperation with the AI support department 19, following the first M&A processing including corporate value calculation processing, company profile processing, and candidate list, M&A advisory contract processing, company matching processing, basic agreement processing, and final agreement processing are carried out in sequence.
[0046] Here, in the process of creating the company profile, a non-name sheet is used, and before a confidentiality agreement is signed or detailed information is provided to the potential acquirer, no specific information that would identify the transferor company is included, making it possible to create a document that provides a company profile while protecting the anonymity of the transferor company.
[0047] More specifically, Industry (e.g. transportation, construction, retail, etc.) Region Example: Kanto, Osaka Prefecture, Shikoku, etc. Number of employees: e.g., approximately 30 people Sales revenue e.g. 150 million to 300 million yen Operating profit Example: 10 to 30 million yen Reason for transfer: lack of successor, strategic alliance, etc. Transfer schemes: stock transfer, business transfer, etc. Desired transfer period e.g. within six months, one year later, etc. This includes:
[0048] Furthermore, an example of a company profile is shown below. Documents to be disclosed after the NDA is concluded Typical items listed in IM Executive Summary (Company Overview) Business details organization Financial Status Reason for transfer Permits and regulations Fixed assets and equipment Future business plans
[0049] The candidate list process creates a long list. The long list corresponds to a list of candidate companies created in the early stages of M&A by narrowing down target companies based on certain criteria.
[0050] More specifically, in order to consider as many M&A proposal candidates as possible, the list will be narrowed down based on general information such as business content, sales revenue, and business area, resulting in a list of approximately 30 to 100 companies.
[0051] In addition, there are cases where human intervention occurs between the matching process and the basic agreement process, such as top-level interviews and company visits between the buyer (acquiring company) and the seller.
[0052] Furthermore, between the basic agreement process and the final agreement process, there are cases where human intervention is required, such as acquisition audit process (due diligence).
[0053] Once the basic work is completed, for example, a licensed administrative scrivener among the different professional personnel who support the management of the transferring company operates the first data terminal 3-1 to 3-N to carry out the process of creating legal documents (including contracts) related to the business transfer.
[0054] Of these, the server device 1 executes a program to create contracts such as advisory agreements, non-disclosure agreements, memorandums of understanding, and stock transfer agreements, and executes a process to read form information registered in the database 14 and create the documents acquired between the seller and buyer.
[0055] An advisory contract is a written contract concluded between a party considering M&A and an M&A advisor.
[0056] In addition, the above-mentioned memorandum of understanding corresponds to a contract that the shareholders of the transferring and acquiring companies will conclude to confirm that the important terms and conditions for the M&A have been generally agreed upon at this stage.
[0057] In detail, Documents to be disclosed after the NDA is concluded Typical items listed in IM Executive Summary (Company Overview) Business details organization Financial Status Reason for transfer Permits and regulations Fixed assets and equipment Future business plans However, other items may also be added.
[0058] Furthermore, the share transfer agreement, which serves as the final agreement, corresponds to the final contract concluded to complete the M&A, which is centered around the transfer of the transferor company's shares to the transferee company, which then acquires them and pays a transfer fee in return.
[0059] in particular, 1. General Provisions (1-1) Definition (1-2) General rules of interpretation
[0060] 2. Basic conditions for transfer (2-1) Transfer Agreement (2-2) Transfer price
[0061] 3. Closing the transaction Seller's (transferor's) account information, etc.
[0062] 4. Conditions for Transaction Execution (4-1) Prerequisites for the seller's (transferor's) obligations (4-2) Prerequisites for the buyer's (acquiring company's) obligations
[0063] 5. Representations and Warranties (5-1) Representations and warranties of the seller (transferor company) (5-2) Representations and warranties of the buyer (acquiring company)
[0064] 6. Pledge (6-1) Pledges up to closing (6-2) Post-closing commitments
[0065] 7.Compensation / compensation Compensation amount limit and compensation period
[0066] 8. Termination clause Limited time period for cancellation
[0067] 9. Other General Terms (9-1) Treatment of executives and employees (9-2) Release of personal guarantee (9-3) Non-compete (9-4) Confidentiality (9-5) Announcement (9-6) Governing Law and Jurisdiction The following items shall be included.
[0068] 5 to 7 are flowcharts showing the data processing procedure on the server device 1 side in the M&A support system according to this embodiment. Note that (1) to (32) indicate each step, which is realized by the CPU 13 executing various programs loaded in the RAM 16.
[0069] First, the CPU 13 opens the platform 1A (1), and when a connection request is received via the network 21, the CPU 13 determines whether the connecting party is one of the first data terminals 3-1 to 3-N (2). If it determines that the connecting party is one of the first data terminals 3-1 to 3-N, the CPU 13 proceeds to step (3), where the CPU 13 performs account registration for the first data terminal 3-1 to 3-N (4).
[0070] Next, CPU 13 discloses platform 1A to any of first data terminals 3-1 to 3-N (5), and further determines whether to permit viewing based on the registered account information (6). If it determines that viewing is not permitted, CPU 13 updates the contents of platform 1A (9) and returns to step (5).
[0071] On the other hand, if it is determined in step (6) that viewing is permitted, it is determined whether the request from the first data terminal 3-1 to 3-N is a buy / sell offer (7), and if it is determined that it is not a buy / sell offer, it proceeds to step (9), and if it is determined that it is a buy / sell offer, it registers the various information uploaded from the first data terminal 3-1 to 3-N in the database 14 (8), and the process ends.
[0072] On the other hand, in step (2), if the CPU 13 determines that the person connecting is not the operator of the first data terminal 3-1 to 3-N, the CPU 13 further determines whether the person connecting to the platform 1A is the operator of the second data terminal 4-1 to 4-N (10), and if the CPU 13 determines that the person is the operator of the second data terminal 4-1 to 4-N, and receives a registration request from the second data terminal 4-1 to 4-N (11), the CPU 13 registers the account of the second data terminal 4-1 to 4-N in the database 14 (12).
[0073] Next, the CPU 13 discloses the platform 1A to any of the second data terminals 4-1 to 4-N (13). Next, it is determined whether or not an M&A request is stored in the database 14 (14), and if it is determined that no M&A request is stored, the process returns to step (13).
[0074] On the other hand, in step (14), if the CPU 13 determines that the M&A request is stored in the database 14, it allows any of the second data terminals 4-1 to 4-N to view the M&A request stored in the database 14 (15).
[0075] Next, the person in charge (operator) of the second data terminal 4-1 to 4-N determines (16) whether or not he or she has received notification that the M&A request has been accepted, and if he or she determines that he or she has not received such notification, the process returns to step (13).
[0076] On the other hand, in step (16), if the person in charge (operator) of the second data terminal 4-1 to 4-N determines that he / she has received notification that the M&A request can be started, the process proceeds to step (21), and if the CPU 13 determines that the seller's information has been received in the database 14, it activates the estimation unit 16-2 and estimates the numerical indicators of the seller company including the above-mentioned information (22).
[0077] Next, the CPU 13 activates the creation unit 16-3 and creates a list of potential transferee companies (23) based on the numerical indicators of the seller company estimated in step (22), taking into account the buyer company information registered in the database 14 and the accompanying terms of sale.
[0078] The CPU 13 is configured to be able to create a list of potential transferee companies, such as a list of 10 companies, 100 companies, etc., depending on the number of companies that the seller company wishes to introduce.
[0079] Next, the CPU 13 activates the disclosure unit 16-4 to execute a process of disclosing the created list of potential transferee companies to any of the fourth data terminals 2-1 to 2-N connected to the platform 1A (29).
[0080] Next, when the CPU 13 receives a request for transfer negotiations from any of the seller companies operating any of the fourth data terminals 2-1 to 2-N, it notifies the potential transferor companies selected from the list of potential transferor companies that negotiations have begun, determines (30) whether it has received a report that any of the candidate companies and the seller company have reached an agreement, and returns to step (29) until it receives such a report.
[0081] On the other hand, if it is determined in step (30) that a report has been received that an agreement has been reached between any of the candidate companies and the seller company, the CPU 13 activates the creation unit 16-3 and executes a process (31) in which the first data terminals 3-1 to 3-N, the second data terminals 4-1 to 4-N, and the third data terminals 5-1 to 5-N connected to the platform 1A cooperate with each other to create various contract documents.
[0082] Next, when the first data terminal 3-1 to 3-N is operated, for example, an online procedure for submitting the assignment contract prepared by a licensed administrative scrivener to the Legal Affairs Bureau is completed (32), the process ends.
[0083] On the other hand, in step (10), if the CPU 13 determines that the destination is not the second data terminal 4-1 to 4-N, it determines whether the destination is any of the third data terminals 5-1 to 5-N (17), and if it determines that the destination is not any of the third data terminals 5-1 to 5-N, and if the CPU 13 further determines that the destination is not any of the fourth data terminals 2-1 to 2-N (24), it constructs a platform 1A that can be viewed on the Web (28) and returns to step (2).
[0084] On the other hand, if the CPU 13 determines in step (24) that the connection destination is one of the fourth data terminals 2-1 to 2-N, and if a registration request is received from the fourth data terminal 2-1 to 2-N (25), the CPU 13 registers the account of the fourth data terminal 2-1 to 2-N in the database 14 (26).
[0085] Next, the CPU 13 opens the platform 1A to any of the fourth data terminals 2-1 to 2-N (27), and proceeds to step (21).
[0086] On the other hand, if in step (17) CPU 13 determines that any one of third data terminals 5-1 to 5-N is connected, CPU 13 further determines that a registration request has been received from any one of third data terminals 5-1 to 5-N (18), and CPU 13 registers the account of any one of third data terminals 5-1 to 5-N in database 14 (19) and makes platform 1A available to any one of third data terminals 5-1 to 5-N (20).
[0087] This process quantifies corporate value based on the client's financial and accounting information linked to the cloud, automatically generating a match of potential M&A targets, allowing accountants, tax accountants, and other organizations that support the management of the transferring company to propose M&A deals to clients and promote M&A advisory contracts.
[0088] [Effects of the first embodiment] According to this embodiment, in an M&A support system that supports M&A service operations by communication via a specified communication medium between first to third data terminals 3-1 to 3-N, 4-1 to 4-N, 5-1 to 5-N operated by different specialists who support the management of the transferring company, and a server device 1 that stores and manages M&A service information in a database 14 for the first to third data terminals 3-1 to 3-N, 4-1 to 4-N, 5-1 to 5-N, it is possible to provide a comprehensive M&A support service at an inexpensive service fee to companies registered via platform 1A, from consultations on the appropriate transaction price to be agreed upon with a company wishing to purchase, to the preparation of documents to be submitted to the Legal Affairs Bureau in connection with a series of transfer contracts.
[0089] In addition, by distributing fees associated with transfer contracts to supporting companies connected to Platform 1A, such as administrative scriveners, lawyers, and accountants, it will be possible to develop new business opportunities by providing more advanced and reliable information services to those wishing to transfer companies and those wishing to acquire companies.
[0090] Second Embodiment In the first embodiment, the case was described in which the server device 1 carefully examines the corporate financial information of the party wishing to transfer the company and the party wishing to acquire the company, and assesses and presents an appropriate transfer price. However, the system may also be configured to incorporate high-value-added services, including temporary staffing and financial advice, for those who wish to receive corporate information, and to accumulate information on companies participating in the system in the database 14.
[0091] [Effects of the second embodiment] According to this embodiment, it may be configured to more quickly promote services related to M&A.
[0092] In the M&A support system shown in Figure 1, when the party transferring the company and the party acquiring the company present their conditions, the fourth data terminals 2-1 to 2-N are used to enter the necessary information into the web application screen published on platform 1A by operating the hardware resources shown in Figure 3, thereby executing the company registration process into this system.
[0093] In addition, the viewing process of the platform 1A of this system is configured so that registered company information and registered professional information (including accountant registration number, lawyer registration number, and administrative scrivener registration number) can be freely viewed by operating a browser that complies with the OS of the fourth data terminals 2-1 to 2-N.
[0094] Furthermore, the various software that connects to this system via API can also be linked to versatile business processing applications (accounting software, groupware) by using open source.
[0095] The present invention can also be realized by supplying a program that realizes one or more functions of the above-described embodiments to a system or device via a network or a storage medium, and having one or more processors in the computer of the system or device read and execute the program. It can also be realized by a circuit (e.g., ASIC) that realizes one or more functions.
[0096] The disclosure of the present invention described above can be summarized at least as follows.
[0097] (1) An M&A support system that supports M&A service operations by communication via a specified communication medium between first to third data terminals operated by different professional personnel who support the management of the transferor company and a server device that stores and manages M&A service information in a database for the first to third data terminals, wherein the server device is characterized by comprising: a construction means for constructing a platform that provides services to support M&A operations on the cloud; an estimation means for analyzing requests from the first to third data terminals connected to the platform, acquiring M&A service information stored in the database, and estimating numerical indicators that indicate the corporate value of the seller; a creation means for performing an M&A candidate matching process based on the numerical indicators estimated by the estimation means, and creating a list of candidate transferee companies from the corporate information stored in the database; and a disclosure means for disclosing the list of candidate transferee companies created by the creation means to the first to third data terminals operated by different professional personnel who support the management of the transferor company according to a disclosure mode.
[0098] (2) The server device is characterized by comprising a document creation means for creating various contract documents to support M&A that are adapted to the contract conditions acquired from the first to third data terminals.
[0099] (3) The estimation means is characterized by estimating numerical indicators showing corporate value according to the income approach, the market approach, and the cost approach.
[0100] (4) The creation means is characterized in that it analyzes requests from the first to third data terminals connected to the platform according to either a mode in which company information is not specified or a mode in which company information is specified, obtains M&A service information accumulated in the database, and estimates numerical indicators indicating corporate value.
[0101] (5) A service processing method for an M&A support system that supports M&A service operations by communication between first to third data terminals operated by different professional personnel who support the management of the transferee company and a server device that stores and manages M&A service information in a database for the first to third data terminals via a specified communication medium, wherein the server device comprises: a construction step of constructing a platform for providing services to support M&A operations on the cloud; an estimation step of analyzing requests from the first to third data terminals connected to the platform, acquiring M&A service information stored in the database, and estimating numerical indicators indicating the corporate value of the seller; a creation step of performing an M&A candidate matching process based on the numerical indicators estimated in the estimation step to create a list of candidate transferee companies from the corporate information stored in the database; and a disclosure step of disclosing the list of candidate transferee companies created in the creation step to the first to third data terminals operated by different professional personnel who support the management of the transferee company according to a disclosure mode. [Explanation of symbols]
[0102] 1. Server device 1A Platform 2-1~2-N 4th data terminal 3-1~3-N First data terminal 4-1~4-N Second data terminal 5-1~5-N Third Data Terminal 13 CPU 14 Database
Claims
1. An M&A support system that supports M&A service operations by communicating, via a predetermined communication medium, between first to third data terminals operated by different specialists who support the management of a transferring company, and a server device that accumulates and manages M&A service information in a database for the first to third data terminals, The server device A means for constructing a platform that provides services to support M&A operations on the cloud; a calculation means for analyzing requests from the first to third data terminals connected to the platform, acquiring M&A service information stored in the database, and calculating a numerical index indicating the corporate value of the seller; a creation means for executing an M&A candidate matching process based on the numerical indicators estimated by the estimation means and creating a list of candidate transferee companies from among the company information stored in the database; a disclosure means for disclosing the list of potential transferee companies created by the creation means to the first to third data terminals operated by different specialists who support the management of the transferee company according to a disclosure mode; An M&A support system comprising:
2. The server device The M&A support system as described in claim 1, characterized in that it is provided with a document creation means for creating various contract documents to support M&A that are adapted to the contract conditions obtained from the first to third data terminals.
3. 2. The M&A support system according to claim 1, wherein the calculation means calculates a numerical index showing the enterprise value according to an income approach, a market approach, and a cost approach.
4. The M&A support system described in claim 1, characterized in that the creation means analyzes requests from the first to third data terminals connected to the platform according to either a mode in which company information is not specified or a mode in which company information is specified, obtains M&A service information accumulated in the database, and estimates numerical indicators indicating corporate value.
5. A service processing method for an M&A support system that supports M&A service operations by communicating, via a predetermined communication medium, between first to third data terminals operated by different specialists who support the management of a transferring company and a server device that accumulates and manages M&A service information in a database for the first to third data terminals, The server device A construction step of building a platform that provides services to support M&A operations on the cloud; an estimation step of analyzing requests from the first to third data terminals connected to the platform, acquiring M&A service information accumulated in the database, and estimating a numerical index indicating the seller's corporate value; a creation step of executing an M&A candidate matching process based on the numerical indicators estimated in the estimation step to create a list of candidate transferee companies from among the company information accumulated in the database; a disclosure step of disclosing the list of potential transferee companies created in the creation step to the first to third data terminals operated by different professional operators who support the management of the transferee company according to a disclosure mode; A service processing method for an M&A support system, comprising:
Citation Information
Patent Citations
Matching & auction system using internet in m&a (buying and selling of enterprise or business)
JP2013073614A