CASE 03

ASSET & SUCCESSION

Clarify the next option for assets and enterprise.

Hold, lease, sell, or transfer should be compared against one set of objectives.

WHAT WE HEAR

Common concerns

  • Unsure whether property and business should be separated
  • No successor, but staff and partners must be considered
  • Need to compare continued operation, leasing, and sale

OUR APPROACH

How Keihan approaches it

  1. 01
    Confirm objectives and boundaries

    Review income, timing, family, staff, and protected conditions.

  2. 02
    Make the current position visible

    Organise property income, business information, and contracts.

  3. 03
    Compare the options

    Assess management, disposal, succession, and M&A over the medium term.

  4. 04
    Coordinate specialists

    Bring in legal, tax, and financial professionals as required.

CONTACT

Tell us what you want to achieve.

We will organise the relevant services and a practical next step around your objective and timing.

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