[New Book] "FP/PB Business Succession M&A Handbook" Released - A Must-Have for Practitioners, Condensing Complex Business Succession and M&A Issues.

This handbook is designed for FPs (Financial Planners), PBs (Private Bankers), tax accountants, lawyers, and financial institution representatives involved in advisory services for business succession and M&A of small and medium-sized enterprises (SMEs). It clearly and concisely condenses the essential knowledge and practical points needed in the field.

Cover of "FP/PB Business Succession M&A Handbook"

Clearly Organizes Complex Business Succession and M&A Issues: The definitive guide to enhance proposal capabilities and the quality of client support.

With the aging of SME owner-managers, knowledge of tax and legal matters related to business succession, M&A, and intra-family succession has become indispensable for financial institutions and professionals in the field.

However, these areas involve many complex issues related to legal revisions and tax systems, often leading to difficulties in making prompt judgments and proposals in practice.

This book organizes these complex issues in a clear and understandable manner, allowing for quick access to necessary information when needed.

It covers a wide range, from confirming basic knowledge to strengthening proposal capabilities, making it a "reliable ally" for professionals seeking to further enhance the quality of their client support.

[Three Features of This Book]

Compact and Directly Applicable to Practice

Complex issues are neatly organized, allowing for immediate use in daily client interactions and proposal situations.

Wide Range of Coverage

It covers not only legal, tax, real estate, and share price strategies, but also succession measures for public interest corporations and medical corporations, as well as tax matters related to M&A and IPOs.

Optimized for the FP/PB Perspective

It addresses the key points that professionals involved in advising, planning, and supporting asset holders and business owners are currently seeking.

Table of Contents

Table of Contents

1. Overview of Inheritance and Business Succession

2. Laws Related to Inheritance and Business Succession

3. Taxes Related to Inheritance and Business Succession

4. Real Estate and Taxation Arising During Inheritance and Business Succession

5. Management Rights Strategies

6. Share Price Strategies

7. Tax Payment Funding Strategies

8. Succession Strategies Utilizing Public Interest Corporations, etc.

9. Tax and Succession Strategies for Medical Corporations and Practicing Physicians

10. Overview of M&A

11. Taxes Related to M&A

12. Overview of IPOs

13. Taxes Related to IPOs

Editors' Profile

Editors' Profile Koyano Tax Corporation (こやのぜいりしほうじん)

Koyano Tax Corporation is an accounting firm based in Shibuya-ku, Tokyo. They handle a wide range of services, including M&A, business succession, and individual asset tax planning, providing strong support for corporate sustainable growth and individual asset preservation through their unique, advanced one-stop service.

Official Website: https://koyano-cpa.gr.jp

Book Information

Title: "FP/PB Business Succession M&A Handbook"

Edited by: Koyano Tax Corporation

Published/Distributed by: Kinzai (金融財政事情研究会)

Price: 2,200 yen (tax included)

Release Date: April 3, 2026

ISBN: 978-4-322-14660-8

Japan Securities Analysts Association "Book Review" Page: https://www.saa.or.jp/pb/shikaku/book/144/index.html Sales pages on Amazon, etc. URL: [https://www.amazon.co.jp/dp/4322146600]