Service

At Optius Inc., we provide an one-stop solution to our clients' business needs.

Utilizing M&A as a solution for business challenges

(Looking to increase sales) (Looking to start a new business) (Facing challenges in recruitment) etc. A company's business challenges are diverse.

An M&A is often described as a merge or purchase of a company. However, by utilizing an M&A, a company can experience an increase in sales(acquiring a company or business), enter into a new business sector (acquiring a different business), recruitment (acquiring a firm with a talented manager・salesmen), as well as carve out unprofitable businesses etc. to recover from corporate management challenges.

It is important to recognize and M&A as a corporate management strategy, not just a simple sale or purchase of a company.

  • Utilizing M&A as an Offensive Strategy
    Increase sales, Entering a new business (Overseas Business), Acquiring talented human resources, etc...
  • Utilizing M&A as a Defensive Strategy
    Curving out unprofitable businesses, Salvation through sponsorships (Capital Alliance), etc...

Optius's M&A Advisory

We begin by consulting the company's current status and suggest a plan to resolve the business challenges. We provide total support beginning from the analysis of the most suitable M&A scheme, finding the partner and performing the final business transfer.

Determining what is required locally, not what you want to do.

When thinking of starting a business overseas, a company often face questions such as what should we do? where should we do it? where do we start?

(Seeing is Believing) The first step is to go overseas and investigate the location. After confirming the location, a feasibility study should be performed to confirm if there is a chance to enter business in the foreign target market. A standard method of a feasibility study can be found online. However, here are several keys to perform an effective feasibility study.

  1. 1. Confirm if a potential market for the business you are looking take overseas exists.
  2. 2. Is the infrastructure in the target country developed to support your business?
  3. 3. Is there a potential for growth in that business sector you are looking to enter?

Optius provides feasibility study services with live data collected from overseas partners.

  • Collecting data and performing interviews of Japanese competitors in the area of interest through the use of local partners
  • Market competition, searching for partner companies and collecting data specifically for your company's overseas expansion project
  • Managing business research tours with an attendant for local support. More details in the (Introducing Overseas Partners) Section

Optius's overseas feasibility study

We will consult your company's management (including the person in charge) to select the market of interest (country・area) and proceed with the research.

The key to overseas business is the local partner

Upon completion of the local research and feasibility study, the target country may be a match. However, without a local partner, the project will not progress.

  1. 1. Establishing an internal network
    Establishing an internal network by attending local field research tours or finding partners through current business partners.
  2. 2. Direct approach by gathering information through JETRO or Public Support Institutions
    The most standard approach to finding an overseas partner. Institutions provide advice on overseas expansion
  3. 3. Utilizing a Private firm that supports overseas expansion.
    Making use of private firms that specialize in overseas expansion support.
  • Local communication is not a major issue. It is more important to find a partner understands your business.
  • Make sure to bring a specific business plan. It is difficult to find a partner who will listen to your business dreams and fantasies.
  • Decreasing the cost of supplies and obtaining cheap human resources can be a great start. However, in the long run, the business model must incorporate how your company can benefit the locals. When pursuing business with a partner from a different cultural background, both companies would need to seek a financial win-win situation.

Optius's Overseas Partners

We periodically host overseas business research tours through our overseas partner (Please contact us for details regarding the destination of our tours).
We will fine tune a partnership and global business establishment based on your requests and business model.

Finding a local agent that provides long term support

In order to pursue business overseas a company must overcome administrative issues such as establishment procedures, paperwork, annual tax return etc. Such administrative issues can be outsourced to local accounting, taxation and law offices.

Optius can provide connections with reliable local service companies to provide local support.

  • In terms of selecting a local service company, it would be beneficial to utilize a Japanese based company with knowledge of the Japanese business culture.
  • Taxation laws and rules in developing countries, for example in South East Asia, change annually. It is important for a company to consistently collect information regarding such changes by establishing a specific department for oversea matters and communicating with the locals overseas.
  • One should select a support company based on the amount of communication, provision of information and long term support over a simple comparison of service cost.

Optius's support for (Establishment of companies overseas・Supporting the initial stage of business)

Optius will support the establishment of overseas business hand in hand with local service partners.

Assigning a reliable local lawyer

Withdrawal from an overseas business faces more challenges compared to an overseas expansion such as closing a subsidiary or factory, dealing with bad debts that became unrecoverable from local partners. An experienced lawyer is essential to prepare for risks associated with closing a factory such as labor disputes and possibilities of property damage.

However, communicating with an expert me difficult due to a lack in language skills and knowledge regarding withdrawals which in turn may lead to a delay in resolution.

Optius provides solutions to problems associated with withdrawing from overseas business.

  1. 1. Matching and assigning the right expert to support the withdrawal and problem resolution.
  2. 2. Searching for an M&A partner for the overseas subsidiary and support for the execution for the M&A.
  3. 3. Local research and gathering information.
Partner Law Office
Japan-China Co-Effort Law Firm(China)
http://www.co-effort.com/
CSP LEGAL LL
(Singapore/Vietnam)
http://www.csplegal.com/home.html

Optius's Support for Withdrawl From Overseas Business

We assign an expert and execute a support scheme for withdrawal by analyzing the current status and challenges the overseas business faces.

Hiring based on personality over skill set

One of the main problems during a global expansion is the lack of a facilitator. It is almost impossible to establishment an overseas business with only Japanese employees. Thus, there is a need to hire foreigners in Japan who have a certain level of education (undergrad) who will be an asset in developing business overseas.

Optius provides support for hiring foreign human resources (mainly South East Asia) who will be potential facilitators of overseas business.

  1. 1. Introducing global undergraduates including arranging their arrival to Japan and entrance to a Japanese Company.
  2. 2. Partnering with Japanese exchange student organizations to introduce exchange students studying at, or who have graduated Japanese universities.
  3. 3. Additional matching services for Japanese looking to work overseas.

Optius's Foreign HR Matching

Matching Human resources based of your company's demands in the target area (country) by utilizing the HR resources held by our local partners.

Sharing and introducing the PDCA cycle to monitor the challenge and the goal

At small and medium sized enterprises, it is quite common for the owner to perform sales and on site labour or employees solely taking on multiple roles. The lack of human resources causes an inefficiency in information sharing within the company. It is also difficult for such companies to form teams to tackle tasks due to the limitation in number of employees.

Such methods of operating the company can become a bottleneck in company management in cases such as a retirement of an employee. It is important to create a framework where all employees can share their skills and knowledge to standardize the level of work and employee skill sets within the company.

  • The bottleneck for the lack of communication is caused by barriers between departments and the lack of goal sharing. Implementing an opportunity to share information (meeting or project) to convey goals and targets are essential in promoting information sharing within companies.
  • After sharing the problem within the company, the next important step is set up a PDCA cycle to monitor the plans introduced to solve the shared problem.
  • Once the PDCA cycle is established, each team member should visualize their task and perform as a part of the team towards a mutual goal.

Optius's support for inter-employee and department communication improvement

In order to introduce the PDCA cycle to your company, we will first consult all members to define the mutual goals, targets and problems.

Practical Training Support

Small and medium sized enterprises face the problem of not being able to hire annually. In addition, since many companies operate with a limited amount of people, the amount of work one must perform limits the amount of time geared towards training younger employees. It is crucial for small and medium sized enterprises to formulate a training program to efficiently train their employees.

Training a motivated employee who can add to the company's sales through having a thorough understanding of the customer and sales field is crucial.

At Optius we focus on the quick development and long term employment of new employees who are the key to the company's growth.

  • We believe that an employee should be an expert on the corporate history, current performance on the company and about themselves before learning about the product and service of the company.
  • A new employee should learn why the task is important in pursuing the job before experiencing on the job training. Senior employees should focus on communicating specific goals and past case studies to educate the young employees.
  • In addition, each member of the company should take part in creating the strategy and tactics related to the goal setting for business performance. Utilizing a variety of tools to calculate costs, pursue the task, as well as periodically monitoring the progress are also an important element of goal setting.
  • Optius works hand in hand with the manager to discuss specific incentives and career visions as well as how to improve the skills and maintain the motivation of each individual employee.

Optius's Support on Improving the skills of young (sales) employees

  1. 1. Have you considered the future of your subordinates?
    Management level (Approach towards the management)
  2. 2. What are the elements of a valued employee?
    Having a mutual understanding of what traits a valued employee should possess at your company
  3. 3. An environment where employees can commit to excellence
    Providing an environment to employees where they are fairly judged based on their contributions
  4. 4. Do not judge based on Generation Gaps
    Sharing management challenges with employees of all generations to provide solutions not affected by a simple difference in age
  5. 5. Enhancing employee loyalty
    Implementing fair employee assessment to motivate employees to thrive for company
  6. 6. Information gathering
    Improve methods of information gathering to improve corporate performance
  7. 7. Have you been able to share your past experience?
    Enforcing one on one training to raise employees surpassing you

Support for Planning and Implementing a New Business utilizing M&A as an Option

It is crucial for a company to build the foundations for the next business while the main business is performing. However, there are some restrictions for the company to solely start a new line of business.

  1. 1. Lack of Information
    Collecting information on the target market, regulations, competitors, patents and risk of the market
  2. 2. Lack of Human Resources
    The lack of a facilitator who is capable of planning, calculating, defining and solidifying the steps to implementing the new business
  3. 3. The Lack of a Sales Force
    Knowledge and ability to introduce the new product or service to a new market and the ability to build new partnerships in the field

At Optius we support companies scoping for the next favourable market and help define the new needs, consider new products, perform market research and create business plans.

  • Support for performing market research, growth predictions and finding partners with the right technology
  • Support for defining the business concept, creating the business model, refining the service flow, providing estimates of sales, setting up promotion strategies and final execution of the business
  • Finding and matching with new sales partners, constructing a sales scheme, support for intercompany negotiations, building a promotion strategy and supporting the final execution

The bottleneck for the lack of communication is caused by barriers between departments and the lack of goal sharing. Implementing an opportunity to share information (meeting or project) to convery goals and targets are essential in promoting information sharing within companies.

Optius's Planning and Execution Support of New Business

First, we will require your company to establish a project team for the new business. Optius's consultant will join as a project member to support the team's market research, search for technology and products and finding a partner to finalize the project proposal.

Once the project proposal is approved by the management, Optius's team will support all steps leading to the launch of the new business. Some options include, finding alliance partners to develop the new product・service, presales and marketing strategies, establishing partnerships with logistic partners etc.

Utilizing M&A as a solution for business challenges

(Looking to increase sales) (Looking to start a new business) (Facing challenges in recruitment) etc. A company's business challenges are diverse.

An M&A is often described as a merge or purchase of a company. However, by utilizing an M&A, a company can experience an increase in sales(acquiring a company or business), enter into a new business sector (acquiring a different business), recruitment (acquiring a firm with a talented manager・salesmen), as well as carve out unprofitable businesses etc. to recover from corporate management challenges.

It is important to recognize and M&A as a corporate management strategy, not just a simple sale or purchase of a company.

  • Utilizing M&A as an Offensive Strategy
    Increase sales, Entering a new business (Overseas Business), Acquiring talented human resources, etc...
  • Utilizing M&A as a Defensive Strategy
    Curving out unprofitable businesses, Salvation through sponsorships (Capital Alliance), etc...

Optius's M&A Advisory

We begin by consulting the company's current status and suggest a plan to resolve the business challenges. We provide total support beginning from the analysis of the most suitable M&A scheme, finding the partner and performing the final business transfer.

The key to Cash Flow Improvement is the management of cash outflow and monitoring and resolving associated risk

The key to corporate management is cash management. As long as a company can maintain a regular cash flow, they will not experience sudden bankruptcy. However, when lacking in cash, management can easily run into a brick wall.

There are many reasons behind a failing cash flow. Even companies with excellent sales experience struggles based on their cash flow. Some reasons of a failing cash flow include a decline in profit, a delay in collecting accounts receivables, an increase in stock, excessive capital investment, careless borrowings etc. However, there are only two ways to improve cash flow; increase profits or reduce spendings.

When struggling with cash, a company should strictly monitor their spendings using tools such as a cash flow to predict their future cash inflow and spendings. A company should at least figure out if they have enough cash to manage their business for the next three months.

  • In many cases, a company may consider borrowing from a bank as their first option for securing cash when facing financial struggles. However, borrowing working capital from a bank is only a temporary solution to a lack of cash. There are also risks associated with borrowing working capital from a bank.
  • Although securing working capital through banks are necessary at times, this idea should not be a company's first option. In order to improve cash flow, a company must think of how to run their business without borrowings.
  • There are two ways turn a loss making business into a profitable business.
    1. 1. Increase Sales
    2. 2. Reduce Costs
    It is often unrealistic to suddenly increase sales, thus most companies should begin with reducing costs.When reducing costs, the established tactic would be to begin reducing the cost with the highest percentage between variable or fixed costs.

Optius's Financial Consulting (Cash-Flow Improvement) Support

Optius first consults with the management to check the company's current policy on managing cash flow. Following the consultation, we introduce how management should theoretically think when utilizing the company's cash.

  1. 1. Understanding the company's cost structure (Variable and Fixed Costs)
  2. 2. Creating a Cash Flow Table to break down the outflows.
  3. 3. Revise the Variable Costs(manufacturing costs etc and Fixed Costs (selling, general administrative costs)
  4. 4. Calculating and Maintaining Appropriate Stock Levels
  5. 5. Managing lead times of stock and calculating profits at the quotation stage
  6. 6. Back Up for Bank Meetings and Documentation for Bank Negotiation

Support for Preparing Business Improvement Plans, Sales Support, HR Support, Strict Management through the use of Cash Flow Tables, Financial Arrangement

Compatible with various capital requirements

Depending on company's current status, there are many methods of making financial arrangements. These methods also vary based on factors such as; the size of the company, business model, what the funds will be used, who will supply the funds and the current status of the economic environment. Company's should also consider if they should make financial arrangements directly or indirectly.

In addition, financial arrangements can be divided into two main categories. A company can make private offerings or public offerings.

Regardless of their current debt and equity status, in order to make financial arrangements a company would be required to indicate their business plan. To efficiently raise funds from financial supporters, a specific financial arrangement plan (including a business plan) is a must.

  • Financing through borrowings from financial institutions
  • Financing through issuing private placement bonds to financial institutions
  • Financing through private placement or public offering of corporate bonds
  • Financing through third-party allocation of new shares
    • Third-party allocation to business partners
    • Third-party allocation to clients
    • Third-party allocation to board members (Employee Stock Ownership)
    • Third-party allocation to venture capitals
  • Financing by a capital increase through public offering

Optius's Financial Support

Step.1Forumulating a method of financing
Step.2Support for creating a business plan and financing strategy planning
Step.3Aiding in approaching the investors
Step.4Negotiation Support with Financial Supporters
Step.5Follow Up After Financial Arrangements

Utilizing M&A as a solution for business challenges

(Looking to increase sales) (Looking to start a new business) (Facing challenges in recruitment) etc. A company's business challenges are diverse.

An M&A is often described as a merge or purchase of a company. However, by utilizing an M&A, a company can experience an increase in sales(acquiring a company or business), enter into a new business sector (acquiring a different business), recruitment (acquiring a firm with a talented manager・salesmen), as well as carve out unprofitable businesses etc. to recover from corporate management challenges.

It is important to recognize and M&A as a corporate management strategy, not just a simple sale or purchase of a company.

  • Utilizing M&A as an Offensive Strategy
    Increase sales, Entering a new business (Overseas Business), Acquiring talented human resources, etc...
  • Utilizing M&A as a Defensive Strategy
    Curving out unprofitable businesses, Salvation through sponsorships (Capital Alliance), etc...

Optius's M&A Advisory

We begin by consulting the company's current status and suggest a plan to resolve the business challenges. We provide total support beginning from the analysis of the most suitable M&A scheme, finding the partner and performing the final business transfer.

Changing the ideology of selling and buying to giving and succeeding

M&As of small and medium sized enterprises should not be categorized as simple sales or purchases of a business. These companies have developed their business with the help of their employees, customers and local community. Such connections are definitely part of the business and company. An M&A of a small and medium sized enterprise should be considered as giving and succeeding a treasured business.

Optius considers a company and its business as a living creature composed of treasured connections between all of the people involved in the formation of the specific business. We consider an M&A to be a special event that should not be categorized as a simple sale or purchase of a business.

  • Optius firsts contemplates how the succeeded business should be operated to stay in business for the next 5 years and 10 years.
  • An M&A is a method not a goal. A company should decide to perform an M&A after contemplating other possible methods to keep the company in business. If means other than an M&A are more favourable, there is no reason to perform an M&A over the other option.
  • The employees working at the company are the bearers of the costs of the transfer. An excessively high consideration of the transfer will harm the employees left at the company. It essential to figure out the fair price of the transfer by consulting an advisor.

Optius's M&A Advisory (Succession of a Business)

We begin by consulting the company's current status and suggest a plan to resolve the business challenges. We provide total support beginning from the analysis of the most suitable M&A scheme, finding the partner and performing the final business transfer.

Key Factors: Transfer of shares and personal guarantees

Many companies experience difficulty in finding a successor in the family. If the company is unable to generate a successor internally, they will have to choose between selling their company through M&A or appoint an external manager.

Even if the company has an external candidate to succeed the business, they would first have to educate the candidate on the company's business and wait for the candidate to become knowledgeable in the business before finally transferring the business.

In most cases, companies face two bottlenecks when appointing an external successor.
1.Transferring shares (Financial Arrangements of the Successor)
2.Succeeding the joint liability set up by financial institutions

At Optius we tackle such problems hand in hand with the owner to propose the most efficient business succession scheme beneficial for the management and employees of the company.

If the Successor will succeed the company, the scheme below can be applied.

  1. 1.MBO(Managment BuyOut):BuyOut by the Management
  2. 2.EBO(Employee BuyOut):BuyOut by the Employees
  3. 3.LBO(Leveraged Buyout):Execution of MBO/EBO through loans

Optius provides total support for finding partners who will provide funds for share purchases, proposing purchase schemes, managing schedules and finalizing the transfer of shares.

Optius's Successor Matching Support

We initially consult the management to analyze the business's future prospects, composition of the board and corporate culture of your company to find the right successor candidate. Once the candidate is matched with your company's management we will have you decide whether you would like to have the candidate succeed your company.

Once the management has decided on the candidate, a scheme for the transfer of shares and joint liabilities must be decided. The investment ratio will be determined by the method of transfer such as independent investment or an investment including the management and employee stock ownership plan.

Searching for possibilities internally and externally

We believe that many companies struggle to find a successor.
There are two reasons behind small and medium sized enterprises struggling to find a successor. The first reason would be that the owner's child is already working at a different firm and has no will to succeed the company. In such case, the business must be operated by non-family employees. The second case is where an owner's child works at the company but is not capable of succeeding the company.

Optius provides the optimum support for companies looking to transfer their business to family or third parties. We provide third party opinions on your company's management for smooth business succession and will thrive to construct a sustainable business framework for your company.

We will provide the optimum business succession plan for both the owner and management candidate based on business analysis.

  • Support for formulating business policies, management strategies and mid-term management plans based on market research
  • Proposal of Solutions based on proprietary company ideologies, monthly budget calculations and achievement analysis
  • Cash Flow Management through the use of technology to calculate future cash flow and formulate a financing plan
  • Support for composing teams based on the management strategy and structuring efficient evaluation system to motivate employees

Optius's Support for Successor Candidate Training

At Optius we support management meetings and the management of theme based project teams in hopes of training the next management candidate.

  1. 1. By analyzing the whole business of the company, we help your company predict the future prospects of your business field.
  2. 2. We create budget plans and monthly variance analysis reports based on prospective sales and costs to share the importance of management by objectives to all departments in your company.
  3. 3. We highlight the importance of a proprietary company through analyzing cash flow and introducing the idea of management through figures to your company.
  4. 4. We strengthen your company's human resources by suggesting plans to formulate the ideal corporate structure to motivate your employees. This is done through close analysis of your company's management and employees as well as information gathered by case studies from other companies.
  5. 5. We support the succession of your company's history and philosophy to the future generation.
  6. 6. To pass down the owner's message to the successor, Optius will help organize the owner's ideology to precisely deliver the message.

An IPO is a tactic, not a goal

"In order perform an IPO, a company must first pass the evaluations performed by the stock company・stock exchange.
In order to pass this examination a company must organize an in-house management system, secure profit levels, organize documents and disclosure information."

An ideal company would have human resources to deal with IPO related matters. However, this is not the case for most companies.

Utilizing an external consulting firm allows for a company to prepare for an IPO when in need of additional human resources and organizing internal matters.

Advantages of being listed on the stock exchange

  1. 1. Financial Arrangements during the IPO
  2. 2. Diversifying Financial Arrangement Methods post IPO
  3. 3. Increasing Name Value and Social Credit
  4. 4. Acquiring Excellent Human Resources
  5. 5. Securing Founder Profit
  6. 6. Releasing the Owner's Personal Guarantees placed on Financial Obligations
  7. 7. Formulating Employee Assets through Stock Acquisition Rights
  8. 8. Transferring from Private Management to Organizational Management
  9. 9. Maintaining Sustainability as a Public Company

Optius's IPO Consulting (IPO Support)

Step.1Organizing an In-house management systemSupport for organizing internal rules
Step.2Maintaining Profit LevelsSupport for refining the business plan・budget control
Step.3Preparing documentation・disclosure documentsApplication・1st Section of TSE・Finance Bureau Documents
Step.4Getting Ready for an IPO Financial Arrangement and Shareholders ComositionFormulating and Enforcing a Capital Policy

Compatible with various capital requirements

Depending on company's current status, there are many methods of making financial arrangements. These methods also vary based on factors such as; the size of the company, business model, what the funds will be used, who will supply the funds and the current status of the economic environment. Company's should also consider if they should make financial arrangements directly or indirectly.

In addition, financial arrangements can be divided into two main categories. A company can make private offerings or public offerings.

Regardless of their current debt and equity status, in order to make financial arrangements a company would be required to indicate their business plan. To efficiently raise funds from financial supporters, a specific financial arrangement plan (including a business plan) is a must.

  • Financing through borrowings from financial institutions
  • Financing through issuing private placement bonds to financial institutions
  • Financing through private placement or public offering of corporate bonds
  • Financing through third-party allocation of new shares
    • Third-party allocation to business partners
    • Third-party allocation to clients
    • Third-party allocation to board members (Employee Stock Ownership)
    • Third-party allocation to venture capitals
  • Financing by a capital increase through public offering

Optius's Financial Support

Step.1Forumulating a method of financing
Step.2Support for creating a business plan and financing strategy planning
Step.3Aiding in approaching the investors
Step.4Negotiation Support with Financial Supporters
Step.5Follow Up After Financial Arrangements

Utilizing M&A as a solution for business challenges

(Looking to increase sales) (Looking to start a new business) (Facing challenges in recruitment) etc. A company's business challenges are diverse.

An M&A is often described as a merge or purchase of a company. However, by utilizing an M&A, a company can experience an increase in sales(acquiring a company or business), enter into a new business sector (acquiring a different business), recruitment (acquiring a firm with a talented manager・salesmen), as well as carve out unprofitable businesses etc. to recover from corporate management challenges.

It is important to recognize and M&A as a corporate management strategy, not just a simple sale or purchase of a company.

  • Utilizing M&A as an Offensive Strategy
    Increase sales, Entering a new business (Overseas Business), Acquiring talented human resources, etc...
  • Utilizing M&A as a Defensive Strategy
    Curving out unprofitable businesses, Salvation through sponsorships (Capital Alliance), etc...

Optius's M&A Advisory

We begin by consulting the company's current status and suggest a plan to resolve the business challenges. We provide total support beginning from the analysis of the most suitable M&A scheme, finding the partner and performing the final business transfer.