Key Features of Our Firm’s PMI Support
We provide structured, execution-focused support to ensure that
newly acquired businesses are seamlessly integrated into
your group’s financial and operational infrastructure.
Financial & Accounting Integration
- Accounting Policy Alignment
Aligning accounting policies and implementing standardized systems across the groups. - Closing Process Design
Designing efficient monthly and quarterly closing processes for newly acquired entities. - Consolidated Reporting
Establishing standardized processes to ensure accurate and timely consolidation into group reporting. - Management Accounting Implementation
Building departmental P&L structures and key performance indicators (KPIs) to enhance visibility and performance monitoring.
Internal Control & J-SOX Compliance
- Internal Control Assessment
Evaluating the existing internal control environment of the acquired company. - Group Control Integration
Integrating the acquired entity into the group-wide internal control framework. - Internal Control Reporting Support
Designing robust systems for management assessment and statutory internal control reporting.
Management Control & Governance
- Delegation of Authority (DOA) and Internal Policies
- Establishing clear authority matrices and internal policies to promote disciplined operations
- Intercompany Transaction Framework
Designing policies governing intercompany transactions and centralized treasury management. - Governance Structure Design
Developing reporting frameworks and management meeting structures (e.g., Board or Executive Committee reporting) to strengthen oversight.
We provide hands-on support that goes beyond surface-level integration,
focusing on building sustainable operational and
governance frameworks that maximize long-term M&A value.
Early PMI Strategy:
A Critical Driver of Post-Merger Success
PMI planning that begins only after closing is often too late.
Effective PMI requires strategic design and preparation well before the transaction is finalized.
- PMI Roadmap Development
Developing a comprehensive integration roadmap starting in the pre-closing phase. - 100-Day Plan Execution
Designing and supporting a structured “First 100 Days” plan to secure operational stability and deliver early value. - Integration Management Office (IMO) Support
Establishing and supporting the Integration Management Office (IMO), including governance design and progress monitoring. - Stakeholder Coordination
Facilitating alignment and communication among management, employees, and external auditors.
Our approach focuses on achieving early integration milestones while
strengthening the group’s long-term management infrastructure.
We address underlying structural and operational challenges to help build a more resilient,
high-performing organization post-merger.
Recommended for Companies
Facing the Following Challenges
Our PMI support is designed for organizations navigating situations such as:
- First-Time M&A
Executing an initial acquisition and seeking experienced guidance throughout the PMI process. - Multiple-Target Integration
Managing simultaneous acquisitions that require structured and disciplined integration planning. - Urgent Infrastructure Standardization
Addressing the immediate need to align accounting policies, internal controls, and management systems across the group. - Resource Constraints
Operating without sufficient internal capacity or specialized expertise to execute a rigorous PMI strategy. - IPO-Readiness and Governance Enhancement
Strengthening internal control systems and governance frameworks in preparation for a potential IPO.
M&A is not the end goal—it marks the beginning of value creation.
The effectiveness of PMI has a direct and lasting impact on
business performance and long-term enterprise value.
We provide practical, execution-oriented strategy development and
hands-on support tailored to operational realities,
delivering measurable outcomes beyond theoretical frameworks.
Contact Us
We offer free initial consultations and preliminary assessments.
A Certified Public Accountant will personally conduct the consultation and
propose the most suitable valuation approach for your company.
For inquiries or consultations, please contact us via the Inquiry Form.
Contact Us
03-3484-0878Common Challenges
The completion of an M&A transaction becomes the main focus, and the integration of accounting figures and the establishment of reporting lines after closing are delayed.
The accounting policies and systems of the acquired company differ from those of the parent company, and the finance team becomes overburdened simply trying to consolidate the numbers.
The expected synergy effects are not properly visualized or realized due to insufficient financial monitoring before and after the acquisition.
Q&A
Ideally, preparation should begin during the due diligence stage.
We support the development of a “100-day plan” that outlines how the issues identified during due diligence will be addressed from the first day after the acquisition.
We can work directly with the team on site and support the creation of the minimum required reporting pa
We help build systems that allow financial data to be consolidated efficiently while reducing manual errors, including support for the implementation and integration of IT tools and ERP systems.
We support the establishment of a monitoring framework to regularly track whether the KPIs (Key Performance Indicators) set at the time of integration are being achieved from a financial perspective.
We also assist in building reporting processes for management meetings and other internal reporting.
As independent third-party professionals, we participate from a neutral standpoint and carefully explain the necessity of new rules and integration processes.
This helps ease internal friction and supports smoother organizational integration.
Yes. We help manage key integration tasks such as cash management controls, reporting lines, and alignment of accounting policies, supporting the smooth execution of the integration roadmap and the early realization of synergy effects.
Yes. We provide practical support from creating mapping tables and designing data consolidation workflows to advising on system replacement when necessary.
Yes. We support the establishment of KPI management and reporting frameworks that enable effective post-acquisition governance and allow early detection of unusual variances.
Engagement Process
1.Initial Consultation / Inquiry
Please feel free to contact us via our inquiry form or by phone. A Certified Public Accountant will personally review your inquiry and respond promptly.
At this early stage, it is not necessary for the scope of work to be fully defined. We will first listen to the issues you are currently facing and the outline of your project, and help clarify how our firm may be able to support you.
All inquiries are handled in strict confidence in accordance with professional ethics, so you may proceed with complete peace of mind.
2.Meeting / Interview
To gain a deeper understanding of your company’s current situation and challenges, we will conduct a detailed discussion either in person or online.
In projects requiring a high level of expertise, it is essential not only to address visible issues but also to identify potential risks. While carefully confirming the scope of work, expected schedule, and your internal structure and policies, we will work with you to design the most appropriate support framework to strengthen your financial strategy.
Supporting documents may be requested where necessary.
3.Proposal / Fee Estimate
Based on the scope confirmed during the discussion, we will provide a detailed proposal clearly stating the professional fees and the basis for their calculation.
As an independent firm, we maintain a flexible and responsive fee structure while ensuring high-quality service. To avoid ambiguity or unexpected additional costs that may affect project budget management, we clearly explain the relationship between the services provided and the associated fees.
If necessary, the scope of work can be adjusted or implemented in phases to better align with your budget and needs.
4.Confirmation of Terms
Once the proposal is agreed upon, we will finalize the specific conditions for the engagement. This includes confirming details such as the frequency of reporting, timing of regular meetings, communication methods, and procedures for exchanging necessary documents.
Our goal is to ensure that you can entrust the engagement to us with confidence from commencement through completion. By establishing a structure that minimizes the burden on your team while allowing you to track progress accurately and in a timely manner, we build a cooperative framework based on clearly defined roles and responsibilities.
5.Contract Execution
After all terms have been finalized, we will formally execute the engagement agreement. The contract is prepared to appropriately manage legal risks while remaining fair and clear for our clients.
Upon execution, our support will formally begin under the legal and professional responsibilities of a Certified Public Accountant. We ensure a prompt and appropriate contracting process that can also withstand explanations required by audit firms or other stakeholders.
6.Commencement of Services
Following the execution of the agreement, we will promptly begin our work. In accordance with the agreed schedule, we will proceed carefully with research, analysis, and preparation of necessary documentation.
Throughout the engagement, we do more than simply perform assigned tasks. As professionals, we provide advice when appropriate and work alongside you as a partner to enhance the quality of management decisions.
Our commitment extends beyond delivering formal outputs. While maintaining professional independence, we aim to provide value that directly contributes to your company’s growth and the sustainable enhancement of corporate value.
Contact Us
We offer free initial consultations and preliminary assessments.
A Certified Public Accountant will personally conduct the consultation and
propose the most suitable valuation approach for your company.
For inquiries or consultations, please contact us via the Inquiry Form.