Case Studies

Welcome to our case studies page.
To comply with Non-Disclosure Agreements (NDAs), we strictly protect the identities of our clients.
However, we have outlined the core details of our past projects below to illustrate our capabilities and track record.

Business Acquisition: Mitigating Risk in Retail Buyouts Through Expert Collaboration

  • Client: Service Industry
  • Background: Seeking synergies with their existing operations, the client wanted to acquire related retail stores in the US. However, they were concerned about assessing the target’s financial health, managing legal risks, and navigating the complex contract process.
  • Approach: Immediately following the execution of an NDA and MOU, we led comprehensive due diligence covering assets, financials, operations, and tax filings. Simultaneously, we provided one-stop support by collaborating with partner attorneys to draft transfer documents and selecting the ideal CPA for the transaction structure.
  • Result: We eliminated all hidden risks, successfully closing a secure acquisition at a fair market price. The transition of management rights was seamless, establishing a strong new pillar for the client’s business.

Exit Strategy: Facilitating a Turnkey Restaurant Sale Through Renegotiation

  • Client: Food & Beverage (Seller)
  • Background: Forced to exit the market due to the pandemic, the client wanted to sell their restaurant in a “turnkey” (as-is) condition. Major hurdles included consecutive years of operational losses and the difficulty of calculating the high costs required to restore the leased property to its original condition.
  • Approach: We objectively reassessed the financials alongside the tangible value of a turnkey setup, leading renegotiations on the sale price. We targeted companies in different F&B genres that had a high appetite for expansion.
  • Result: By optimizing the pricing conditions, we successfully closed the deal. The seller completely avoided lease restoration costs, and the buyer achieved a rapid, low-initial-investment market entry—creating a highly beneficial win-win transaction.

Inventory Management: US Inventory Clearance & Promotion While Protecting Brand Value

  • Client: Manufacturing & Distribution
  • Background: The client struggled with managing and disposing of thousands of products already shipped to the US. Because the product was actively sold in Japan, strict rules prohibited discounting below retail price to protect their domestic brand equity.
  • Approach: Instead of a simple fire sale, we developed a strategy leveraging promotional budgets. We allocated 10% of the inventory as free samples and sponsored highly relevant local events, creating a system that simultaneously drove brand awareness and cleared inventory.
  • Result: Over the course of a year, 100% of the inventory was successfully cleared without disrupting domestic pricing or harming brand value. We eliminated risky assets while effectively reaching potential new customers in the local market.

Business Succession: Valuation and Sale of a Highly Profitable Store with Exclusive Rights

  • Client: Retail (Owner retiring due to age)
  • Background: The owner of a highly profitable amusement equipment store (capable of a 3-year ROI) wanted to sell the business for a multi-million dollar figure in order to retire. However, negotiations stalled due to the difficulty of valuing an intangible asset: the store’s exclusive state-wide distribution rights for a major manufacturer.
  • Approach: We logically calculated the future profitability of these exclusive rights and developed a custom valuation that included appropriate incentives. We established a realistic landing point that satisfied the owner and could be logically justified to potential buyers.
  • Result: We successfully navigated the complex valuation of intangible assets. The project has now smoothly transitioned to the matchmaking phase to find a buyer capable of maximizing business synergies.

Post-Merger Integration (PMI): Store Sale and Hands-On Independence Support

  • Client: Service & Retail
  • Background: An owner returning to their home country sought to sell a store package, including substantial inventory and depreciated assets. The challenge wasn’t just finding a buyer, but ensuring the business’s long-term sustainability, as the incoming owner had zero retail experience.
  • Approach: We identified the right buyer and drafted a comprehensive business plan. Post-acquisition, we provided hands-on PMI support: our staff worked on-site for six months to thoroughly improve operations and service structures right alongside the new owner.
  • Result: Achieved a highly smooth handover. By the end of our hands-on support period, the new owner had established a framework to run the store stably and 100% independently, ensuring the sustainable success of the business.

Market Entry: Turnkey US Investment & New Business Setup from a Set Budget

  • Client: Investor / New Business Owner
  • Background: The client wanted to expand into the US, but the only predetermined factor was their investment budget. They required one-stop, zero-base support—starting from proposing specific industries, target demographics, and the business models themselves.
  • Approach: We conducted extensive local research, securing an optimal location by negotiating favorable terms with the landlord. Concurrently, we performed macro and micro market research and presented three distinct, fully optimized business plans tailored to the owner’s operational appetite and ROI goals.
  • Result: Through proposals backed by bold vision and realistic data, the owner confidently selected the business model they were most passionate about. We minimized the risks of a zero-base overseas expansion and facilitated a smooth, successful launch.

Back-Office Support: Filling Post-M&A Operational Gaps and Acting Agency

  • Client: Service & Retail (New Owner)
  • Background: During the acquisition of a small store, legal, accounting, and registration processes went smoothly. However, upon taking over, the new owner realized there was no dedicated staff to handle daily operations—specifically purchasing and accounting—threatening immediate operational paralysis.
  • Approach: To alleviate the owner’s concerns, we went beyond an advisory role and signed a spot contract to act as an operational proxy. For several hours a week, our staff directly handled critical purchasing and accounting tasks to keep the business running flawlessly.
  • Result: We prevented operational bottlenecks during the highly volatile immediate post-succession period. We created a stable environment where the new owner could focus comfortably on high-level management, ensuring a soft landing for the operational structure.