WO2021187469A1 - Enterprise management server, enterprise management system, and enterprise management method - Google Patents

Abstract

[Problem] To provide a system with which, without the intervention of an expert, it is possible to carry out M&A execution that is based on the accurate assessment of values pertaining to an enterprise and is very convincing to both of a buyer and a seller. [Solution] The present invention is an enterprise management server for analyzing and evaluating an enterprise, wherein the enterprise management server is characterized by having: an item presentation unit for presenting, to a user, items that are needed for formulating an enterprise plan or evaluating an enterprise value of the intended enterprise; and an enterprise plan formulation unit for formulating an enterprise plan of the intended enterprise when the item presentation unit presents the items needed for the formulation of an enterprise plan, or an enterprise value evaluation unit for evaluating the enterprise value of the intended enterprise when the item presentation unit presents the items needed for the evaluation of an enterprise value.

Description

Business management server, business management system, business management method

The present invention predicts business growth, calculates future business value (value such as business value, shareholder value, corporate value, etc.), and manages up to M & A as one of the exits of business activities, business management. Regarding servers, business management systems, and business management methods.

M & A has been active in recent years for buyers (investors or acquirers in capital transactions) for the purpose of expanding business scale and launching new businesses, and for sellers for the purpose of business succession, financing, and survival of the company. Is becoming.

In M & A, the buyer and the seller must negotiate various conditions such as the acquisition price, the remaining assets, and the handling of employees while assessing the growth potential of the business and accurately calculating the future business value. Must be. In particular, regarding the acquisition price, it is necessary to seek the business value not only in the evaluation of the business feasibility of the seller alone, but also in the complex factors such as the synergistic effect with the buyer and the connection with the entire economy of the business being conducted. For this reason, financial institutions and companies with a high degree of expertise in finance, accounting, business valuation, etc. are often involved in M & A as intermediaries.

However, in transactions where the scale of the acquisition is small, for example, a small company is the target of acquisition, it is often not possible to involve the intermediary organization with the above-mentioned high degree of expertise from the viewpoint of business feasibility. In this case, in most cases, both the buyer and the seller do not have the highly specialized human resources required for M & A negotiations, and it is very difficult for both parties to conduct a transaction with conviction.

Therefore, Patent Document 1 discloses a business sales brokerage system. According to this system, a third party other than the buyer and seller, who is a provider of data that leads to an increase in business value for the buyer or data that accurately represents the present value of the business, and a proposer of additional investment to improve the business value. Through the intervention of the three parties, it is possible to accurately evaluate the business value, and as a result, it is trying to meet the seller's demands in business buying and selling. Although it is important to raise the purchase price by proper evaluation in order to increase the conviction of both parties, if the information obtained from a third party is indispensable there, when the intervention of a third party cannot be obtained. In the end, it is possible that the purchase price will not be appropriate for the seller. For this reason, even if the seller does not have a high degree of expertise, it is required that the information of the seller himself presents an objectively appropriate and convincing purchase price.

Patent Document 2 discloses an M & A matching device and a program. According to the program, among companies that do not wish to M & A, companies that are considered to have potential high needs for M & A, such as deterioration of the health condition of the manager and the existence of a successor, are selected as candidates for acquisition. Functions to be performed are described. This has been proposed as a solution to the problem that the opportunity for M & A is lost in the first place because the timing of both the buyer and the seller of M & A does not match. However, M & A opportunities are not only accidental in the first place, but can also be a positive option for business expansion and exit. However, it is often difficult to increase the work for M & A in addition to the normal work. For this reason, there is a need for a method that makes M & A one of the options and leads to execution with as little effort as possible.

Japanese Unexamined Patent Publication No. 2011-60068

JP-A-2019-56989

In order to carry out M & A, the business subject to M & A (hereinafter referred to as the target business. Normally, one organization conducts multiple businesses, and if the entire organization is subject to M & A, the target organization However, in the present invention, there is no particular distinction, and it is referred to as the target business). It is divided into a transaction start phase in which mutual communication is carried out while incorporating risks for the buyer when the target business is acquired into the business value, and an execution phase including various negotiations and bids regarding trading conditions and contracts.

The protocol in each of these phases is not generally unified. In particular, in the M & A transaction market other than major companies, there are many cases where professionals with high expertise do not intervene, and it can be said that it is difficult to carry out M & A that is highly convincing for both buyers and sellers.

In order to solve this situation, there is a need for a tool that plays a guiding role and includes the optimum protocol for M & A. For the first time, the seller can logically grasp the value of the target business and prepare for M & A, appeal the value to the buyer with logic and conviction, and both parties to the negotiation can trade smoothly with conviction. It is possible to create an environment where the logic is completed.

The present invention has been made in view of such a background, and an object of the present invention is to provide a technique capable of effectively executing business management.

The above and other purposes and novel features of the present invention will become clearer when the following description is read in light of the accompanying drawings. However, the drawings are for illustration purposes only and do not limit the technical scope of the present invention.

In the business management server that analyzes and evaluates the business
An item presentation section that presents to users the items necessary for formulating a business plan for the target business or evaluating the business value.
When the item presentation department presents the items necessary for formulating the business plan, the business plan formulation department that formulates the business plan of the target business or the business plan formulation department
When the item presentation department presents the items necessary for the business value evaluation, the business value evaluation department that evaluates the business value of the target business and the business value evaluation department
It is characterized by having.

According to the present invention, it is possible to execute M & A that is highly convincing for both the buyer and the seller, relying on the accurate calculation of the value of the target business without the intervention of an expert.

It is a figure which shows the overall composition example of the business management system which concerns on this embodiment. It is a block diagram which shows the hardware configuration example of the server apparatus 1. It is a figure which shows the software configuration example of the server apparatus 1. It is a figure which shows the example of exchanging information between each apparatus and terminal which concerns on this embodiment. It is a figure which shows the composition example of the finance / stock price information stored in the finance / stock price information storage unit 131. It is a figure which shows the composition example of the financial index information stored in the financial index information storage unit 132. It is a figure which shows the structural example of the item answer information stored in the item answer information storage unit 133. It is a figure which shows the structural example of the reference correction value information stored in the reference correction value information storage unit 134. It is a figure which shows the structural example of the business model pattern correspondence information stored in the business model pattern correspondence information storage unit 136. It is a figure which shows the structural example of the evaluation method correspondence information stored in the evaluation method correspondence information storage unit 137. It is a figure which shows the structural example of the additional value evaluation method correspondence information stored in the additional value evaluation method correspondence information storage unit 138. It is a figure which shows the composition example of the business plan information stored in the business plan information storage unit 139. It is a figure which shows an example of the business plan information stored in the business plan information storage unit 139. It is a figure which shows the composition example of the business value information stored in the business value information storage unit 140. It is a figure which shows the structural example of the additional value information stored in the additional value information storage unit 141. It is a figure which shows the composition example of the matter information stored in the matter information storage unit 142. It is a figure which shows the example of the financial index determination processing. It is a figure which shows the example of the 1st item presented by the item presenting part 113. It is a figure which shows the example of the 2nd item presented by the item presenting part 113. It is a figure which shows the example of the correction value determination processing. It is a figure which shows the example of the business model pattern determination processing. It is a figure which shows the example of the 1st questionnaire and the 2nd questionnaire in the business model pattern determination processing. It is a figure which shows an example of a business plan formulation process. It is a figure which shows the example of the business plan created by the business plan formulation department 117. It is a figure which shows the example of the business value evaluation processing. It is a figure which shows the example of the additional value evaluation processing. It is a figure which shows the example of the 1st report which the report making part 120 created. It is a figure which shows the example of the 2nd report created by the report creation part 120. It is a figure which shows the example of the 3rd report created by the report creation part 120. It is a figure which shows the example of the matter creation processing. It is a figure which shows the example of the teaser sheet which the matter information creation unit 122 creates. It is a figure which shows the example of the process sheet which the matter information creation unit 122 creates.

The contents of the embodiments of the present invention will be described in a list. One embodiment of the present invention has the following configuration.
[Item 1]
In the business management server that analyzes and evaluates the business
An item presentation section that presents to users the items necessary for formulating a business plan for the target business or evaluating the business value.
When the item presentation department presents the items necessary for formulating the business plan, the business plan formulation department that formulates the business plan of the target business or the business plan formulation department
When the item presentation department presents the items necessary for the business value evaluation, the business value evaluation department that evaluates the business value of the target business and the business value evaluation department
A business management server characterized by having.
[Item 2]
Further provided with a business model pattern determination unit that receives information on the business model of the target business from the user and determines the business model pattern.
The business management server according to item 1, characterized by.
[Item 3]
It also has a financial index determination department that determines financial indicators for converting financial information and stock price information into business value.
The business value evaluation department evaluates the business value based on the financial index, the business plan, and the answers to the items.
The business management server according to any one of items 1 or 2, wherein the business management server is characterized by.
[Item 4]
A reference correction value information storage unit for storing correction value information for correcting the financial index is further provided in association with the answer of the item.
The business value evaluation department corrects the financial index based on the correction value information corresponding to the answer of the item, and evaluates the business value of the target business using the corrected financial index.
The business management server according to item 3, which is characterized by.
[Item 5]
Based on the answers to the above items, the value of the synergistic effect that occurs between the target business and the investor or acquirer in the capital transaction that is the buyer of the M & A, or the target business is acquired by a competing organization. The investor or the acquirer's cash flow value, or the user and the investor or the acquisition, which the investor or the acquirer will be relatively less competitive and will lose accordingly. An additional valuation department that evaluates the value of the earn-out clauses concluded between the parties,
Item 4. The business management server according to Item 4, which further comprises.
[Item 6]
A project information creation department that creates and presents project information necessary for considering M & A to the investor or the acquirer.
Item 5. The business management server according to Item 5.
[Item 7]
The project information includes a part or the whole of the business plan or the business value.
Item 6. The business management server according to Item 6.
[Item 8]
A successful bidder support department that accepts bids for the target business from the investor or the acquirer and assists the user in determining the winning bidder.
The business management server according to any one of items 5 to 7, wherein the business management server is provided.
[Item 9]
A project information creation department that creates and presents project information necessary for considering an acquisition to the investor or the acquirer.
The successful bid support department that matches the investor or the acquirer with the target business,
Item 8. The business management server according to Item 8.
[Item 10]
In a business management system that analyzes and evaluates businesses
An item presentation function that presents items necessary for business plan formulation or business value evaluation of the target business from the user,
When the item presentation function presents the items necessary for the business plan formulation, the business plan formulation function for formulating the business plan of the target business or the business plan formulation function
When the item presentation function presents an item necessary for the business value evaluation, the business value evaluation function for evaluating the business value of the target business and the business value evaluation function
A business management system characterized by having.
[Item 11]
In the business management method that analyzes and evaluates the business
The processor
The item presentation step that presents the items necessary for business plan formulation or business value evaluation of the target business from the user,
When the item presentation step presents the items necessary for the business plan formulation, the business plan formulation step for formulating the business plan of the target business or the business plan formulation step
When the item presentation step presents an item necessary for the business value evaluation, the business value evaluation step for evaluating the business value of the target business and the business value evaluation step
A business management method characterized by having.

<Details of the embodiment>
Hereinafter, embodiments of the present invention will be described with reference to the drawings.

== Overview ==
It is a figure which shows the overall composition example of the business management system which concerns on this embodiment. As shown in FIG. 1, the business management system of the present embodiment includes a server device 1, a plurality of user terminals 2, and a plurality of buyer terminals 3. The server device 1 is communicably connected to the user terminal 2 and the buyer terminal 3 via the communication network 4. The communication network 4 is, for example, the Internet, and is constructed by a public telephone line network, a mobile phone line network, a wireless communication path, Ethernet (registered trademark), or the like.

== User terminal 2 ==
The user terminal 2 is a computer operated by a user who is a seller of M & A. The user terminal 2 is, for example, a smartphone, a tablet computer, a personal computer, or the like. The user can access the server device 1 by, for example, a Web browser executed by the user terminal 2.

== Buyer terminal 3 ==
The buyer terminal 3 is a computer operated by the M & A buyer. The buyer terminal 3 is, for example, a smartphone, a tablet computer, a personal computer, or the like. The user can access the server device 1 by, for example, a Web browser executed by the buyer terminal 3.

In FIG. 1, only one user terminal 2 and one buyer terminal 3 are shown, but it goes without saying that more terminals may exist.

FIG. 2 is a diagram showing a hardware configuration example of the server device 1 of the present embodiment. The server device 1 includes a CPU 101 (processor), a memory 102, a storage device 103, a communication interface 104, an input device 105, and an output device 106. The storage device 103 stores various data and programs, such as a hard disk drive, a solid state drive, and a flash memory. The communication interface 104 is an interface for connecting to the communication network 4, for example, an adapter for connecting to Ethernet (registered trademark), a modem for connecting to a public telephone network, and a wireless communication device for performing wireless communication. , USB (Universal Serial Bus) connector for serial communication, RS232C connector, and the like. The input device 105 is a device that accepts data input through, for example, a keyboard, mouse, touch panel, buttons, microphone, or the like. The output device 106 includes, for example, a display, a printer, a speaker, and the like that output data.

FIG. 3 is a diagram showing a software configuration example of the server device 1. The server device 1 includes a financial / stock information reception unit 111, a financial index determination unit 112, an item presentation unit 113, an item response information reception unit 114, a correction value determination unit 115, a business model pattern determination unit 116, and a business plan formulation unit 117. Business value evaluation unit 118, additional value evaluation unit 119, report creation unit 120, message transmission / reception unit 121, project information creation unit 122, successful bid support unit 123, financial / stock information storage unit 131, financial index information Storage unit 132, item response information storage unit 133, reference correction value information storage unit 134, decision correction value information storage unit 135, business model pattern compatible information storage unit 136, evaluation method compatible information storage unit 137, additional value evaluation method compatible information Each storage unit includes a storage unit 138, a business plan information storage unit 139, a business value information storage unit 140, an additional value information storage unit 141, and a matter information storage unit 142.

Each of the above functional units is realized by the CPU 101 included in the server device 1 reading a program stored in the storage device 103 into the memory 102 and executing the program, and each of the above storage units is the memory 102 included in the server device 1. And as part of the storage area provided by the storage device 103.

The finance / stock price information storage unit 131 stores information necessary for the financial index determination unit 112, which will be described later, to calculate financial indicators such as β value and stock price multiple. FIG. 5 is a diagram showing a configuration example of financial / stock price information stored in the financial / stock price information storage unit 131. The financial and stock price information includes basic corporate information such as the company name of the listed company, establishment / founding date, business content, capital, number of employees, and financial statements for each quarter and each period (profit and loss statement, balance balance). Includes information on stock prices (stock prices, transaction prices, trading volumes, etc. of each company) and their transitions, as well as information on stock indicators such as Nikkei Stock Average, TOPIX, and Jasdaq Index. Since the above is an example, in a company other than Japan, the financial statements and stock price information of the company do not change, and NY Dow, Shanghai Composite, Mumbai SENSEX30, DAX, etc. may be stored as stock indexes.

The financial index information storage unit 132 stores the financial index determined by the financial index determination unit 112, which will be described later. FIG. 6 is a diagram showing a configuration example of financial index information stored in the financial index information storage unit 132. The financial index information includes at least β value for each industry, stock price multiple, optimal capital structure (D / E ratio), correlation coefficient (volatility), various yields, and the like.

The item response information storage unit 133 stores four types of information in association with a user ID that identifies a user.

The first item response information stored in the item response information storage unit 133 is information related to a business (target business) subject to business plan formulation or evaluation of business value. FIG. 7 is a diagram showing a configuration example of the first item response information stored in the item response information storage unit 133. First of all, whether the business itself or the entire organization is the target of business plan formulation and value evaluation, how many years' worth of business plan will be formulated, and to whom the evaluation results will be shown, etc., will be implemented in this business management system. It includes information about what to do, the closing month of the organization, the last day of the most recent actual year, the object to be evaluated, the type of business, financial information, and other information necessary for business planning or valuation. The relevant financial information includes sales in recent years, operating income in recent years, depreciation and other depreciation expenses in recent years, and corporate tax rate in recent years (tax rate if there is a loss carried forward, if not). , Estimated sales in the advanced period, Estimated operating income in the advanced period, Expected depreciation and other depreciation expenses in the advanced period, Corporate tax rate in the advanced period (tax rate if there is a loss carried forward, if not), Last month Cash and deposits and non-business assets at the time, interest-bearing liabilities and interest-bearing debt equivalents as of the end of the most recent month, net assets as of the end of the most recent month, accuracy of forecasted sales in the advanced period, accuracy of forecasted operating income in the advanced period, (listed companies) In the case of) Stock price (* based on the closing price on the day before the evaluation reference date), total number of issued shares, number of equity shares, etc. are included. Furthermore, in addition to all or part of the past monthly and annual financial statements (income statement, balance sheet, cash flow statement, etc.), the relevant financial information includes multiple businesses conducted by the organization. If so, it may include information on sales and expenses for each business concerned, or may include information on a part of financial statements. Furthermore, in order to recalculate the real profit and loss and the real net asset level and evaluate the business value appropriately, the amount of the cost that can be reduced and its item, non-operating income, and market value are evaluated. It may include information such as the assets whose amount is expected to be reduced and their amount. In addition, it contains information necessary for value evaluation using the similar transaction comparison method, such as M & A cases (company name, acquisition price, etc.) of competing companies in the formulation of business plans and business value evaluation. It may be. Furthermore, in the case of a listed company, the stock price may be changed to a stock price based on the closing price on the previous day of the base date each time a base date is set at the timing of formulating a business plan or evaluating the business value.

The second item response information stored in the item response information storage unit 133 is information necessary for formulating a business plan for the target business. FIG. 7 is a diagram showing a configuration example of the second item response information stored in the item response information storage unit 133. The second item response information stored in the item response information storage unit 133 is, for example, when the business model is determined to be "a simple business with a high unit price and a low number of sales", the unit price increase rate for the current fiscal year and the current fiscal year. Information such as the rate of increase in the number of sales is included. The information required to formulate a business plan for the target business differs depending on the determined business model, and an example of the response is shown in Fig. 9. In addition, the second item response information may include all or part of the past monthly and annual financial statements (income statement, balance sheet, cash flow statement, etc.).

The third item response information stored in the item response information storage unit 133 is information necessary for calculating the business value of the target business. FIG. 7 is a diagram showing a configuration example of a third item response information stored in the item response information storage unit 133. The third item answer information is, for example, stock price, total number of issued shares, number of treasury stock, cost adjustment amount, sales of similar organizations, EBIT, EBITDA, NOPLAT, net assets, latest non-business assets, most recent interest-bearing debt, etc. including.

The fourth item response information stored in the item response information storage unit 133 is information necessary for calculating the value, etc. that changes depending on the relationship between the target business and the business conducted by the candidate buyer. FIG. 7 is a diagram showing a configuration example of the fourth item response information stored in the item response information storage unit 133. The fourth item response information includes, for example, the time when synergistic effects can be stably created, synergistic effects, success cases, neutral cases, failure cases, new sales, costs, SG & A expenses, etc. that will be incurred if successful. Contains information about.

The reference correction value information storage unit 134 stores the correction value information for correcting the financial index in order to calculate the value of the target business more accurately. FIG. 8 is a diagram showing a configuration example of reference correction value information stored in the reference correction value information storage unit 134. The reference correction value information was empirically devised by the applicant of the present invention from the viewpoint of the growth potential of the business to be evaluated in the business value evaluation and the linkage with the stock market fluctuation. Further, the reference correction value information is associated with the answers to some items included in the first item answer information, and different numerical values are stored depending on the answers.

When an answer to a question item included in the basic question item is obtained, the determination correction value information storage unit 135 stores the correction value associated with the answer.

The business model pattern correspondence information storage unit 136 stores the contents of the items necessary for formulating the business plan of the target business in response to the business model determined by the user by answering the presented items. FIG. 9 is a diagram showing a configuration example of business model pattern correspondence information stored in the business model pattern correspondence information storage unit 136. For example, "Simple business with high price and low sales volume", "Model suitable for when sales should be predicted for each product or store (retail business, EC, etc.)", "Membership month" Billing model * Advertising cost independent type, "Membership type monthly billing model * Advertising cost independent type", "Membership type monthly billing model * Eclectic type that attracts customers by advertising cost but can expect to attract customers other than advertising", etc. The business model of the above and the pattern of information that is associated with each business model and needs to be additionally acquired from the user are stored.

If the target business does not correspond to the business model, the information storage unit 136 corresponding to the business model pattern selects an index necessary for the user to predict future sales and costs, and the business model pattern. A function for creating correspondence information may be provided. Further, it may provide a function that allows another user to select the created business model pattern correspondence information.

The evaluation method-compliant information storage unit 137 stores the contents of items necessary for evaluating the business value of the target business. FIG. 10 is a diagram showing a configuration example of evaluation method correspondence information stored in the evaluation method correspondence information storage unit 137. For example, business value valuation methods such as "market stock price method", "adjusted market value net asset method", "similar company comparison method", "similar transaction comparison method", and "VC method", and their respective valuations. The pattern of information that is linked to the law and needs to be additionally obtained from the user is stored.

The information storage unit 138 corresponding to the additional value evaluation method stores the contents of items necessary for the evaluation of the business value that changes depending on the relationship between the target business and the business conducted by the candidate buyer. FIG. 11 is a diagram showing a configuration example of information corresponding to the added value evaluation method stored in the information storage unit 138 corresponding to the added value evaluation method. For example, additional value evaluation methods such as "synergy value evaluation method", "earn-out scheme value evaluation", and "defense value evaluation method (projection of competing acquisition cases)", and each additional value evaluation method. The pattern of information that needs to be additionally acquired from the user is stored.

The business plan information storage unit 139 stores the information of the business plan related to the target business formulated by the business plan formulation department 117 in association with the user ID that identifies the user. FIG. 12 is a diagram showing a configuration example of business plan information stored in the business plan information storage unit 139. FIG. 13 is an example of the business plan information. In the above business plan information, the expected sales and costs of the business, the user's organization is conducting multiple businesses, and when a business model pattern is selected for each business and items are entered, each Includes information about KPIs such as company-wide sales and company-wide costs, which is the sum of projected sales and estimated costs of the business, and estimated sales unit price, customer unit price, and number of sales.

The business value information storage unit 140 stores the business value information evaluated by the business value evaluation unit 118 in association with the user ID that identifies the user. FIG. 14 is a diagram showing a configuration example of business plan information stored in the business value information storage unit 140. The business value information largely includes operating cash flow information, investment cash flow information, value information, and the like.

The additional value information storage unit 141 stores information and the like related to the value that fluctuates depending on the relationship between the user and the buyer in association with the user ID that identifies the user. FIG. 15 is a diagram showing a configuration example of additional value information stored in the additional value information storage unit 141. For example, if there is a synergistic relationship in which the user and the buyer can cooperate in terms of business, the value of the target business will increase for the buyer. Therefore, the user can expect to be acquired at a higher price, and the additional value information storage unit 141 will store information on the value of the synergistic effect.

The case information storage unit 142 stores the information presented to the potential buyer when the user wishes to sell the target business (M & A transaction) by associating it with the user ID that identifies the user. For example, FIG. 16 is a diagram showing a configuration example of case information stored in the case information storage unit 142. The matter information includes, for example, information necessary for creating a teaser letter, information necessary for concluding an NDA (nondisclosure agreement), information necessary for creating a process letter, and the like.

The finance / stock price information reception unit 111 acquires the financial information and stock price information of the publicly traded company necessary for calculating the financial index used for formulating the business plan of the target business from the Internet, and the finance / stock price information storage unit. Record on 131.

The financial / stock price information obtained by a business operator using the server device 1 may be directly input to the server device 1.

The financial index determination unit 112 determines the financial index based on the financial / stock price information stored in the financial / stock price information storage unit 131. FIG. 17 is a diagram illustrating a flow of financial index determination processing. The financial indicators include at least β value, stock price multiple, optimal capital structure (D / E ratio), correlation coefficient (volatility), and various yields. Since the calculation method of the financial index has a known method, the explanation is omitted. The financial index determination unit 112 records the determined financial index information in the financial index information storage unit 132.

The determined financial index information may be directly input to the server device 1 by a business operator who conducts a business using the server device 1.

The item presentation unit 113 presents to the user terminal 2 an input form necessary for obtaining the first to fourth item response information shown in FIG. 7 as an example.

The first item presented by the item presentation unit 113 is information on a business (target business) that is subject to business plan formulation or business value evaluation. The second item is information on business plan formulation. The third item is information on business value evaluation. The fourth item is an item related to additional value evaluation. All the response information to the input form presented by the item presentation unit 113 is stored in the item response information storage unit 133.

FIG. 18 shows an example of the first item presented by the item presentation unit 113. The purpose of this item is to be used for the correction value determination process by the correction value determination unit 115, the business plan formulation process by the business plan formulation unit 117, and the business value evaluation process by the business value evaluation unit 118. The user transmits the response information for the item from the user terminal 2 via the communication network 4. The item presentation unit 113 receives the item response information and records it in the item response information storage unit 133.

FIG. 19 shows an example of the second item presented by the item presentation unit 113. The item presentation unit 113 is an input for receiving an item (second item) necessary for creating a business plan from the user based on the business model pattern information determined by the business model pattern determination unit 116, which will be described later. The form is presented to the user terminal 2. FIG. 9 shows an example of the business model pattern correspondence information stored in the business model pattern correspondence information storage unit 136 as described above. For example, when the business model pattern determination unit 116 determines a "simple business with a high unit price and a low number of sales", the item presentation unit 113 responds to the item "current year unit price" necessary for formulating a business plan. An input form (an example is shown in FIG. 19) for inputting an answer about "rate of increase", "rate of increase in sales in the current year", etc. is presented to the user terminal 2. In addition, the item presentation unit 113 also presents an input form for financial statements (income statement, balance sheet, cash flow statement, etc.) to the user terminal 2. The financial statements include a profit and loss statement, a balance sheet, and a cash flow statement prepared in the past, and may include financial information that forecasts the future. In addition, when the organization has a plurality of businesses, information such as sales and costs for each business may be included. Further, the item presentation unit 113 first inputs a form of financial information to be an actual value, calculates the past actual results of indicators such as "unit price increase rate" and "sales number increase rate", and uses the input form as a reference value. It may be described in.

FIG. 10 shows an example of the third item presented by the item presentation unit 113. The item presentation unit 113 presents to the user terminal 2 an input form for receiving information necessary for performing the business value evaluation from the user. FIG. 10 shows an example of business model pattern correspondence information stored in the evaluation method correspondence information storage unit 137. When the item presentation unit 113 evaluates the business value by the "VC method", for example, the items necessary for the business value evaluation, the "assumed listing date", and the "sales in the next fiscal year of the listing" correspond to the items. , An input form for inputting an answer about "net income" or the like is presented to the user terminal 2. The item presentation unit 113 may also present an input form for inputting an answer for each corresponding item for a method other than the VC method.

FIG. 11 shows an example of the fourth item presented by the item presentation unit 113. The item presentation unit 113 presents to the user terminal 2 an input form for receiving information necessary for performing the additional value evaluation from the user. FIG. 11 shows an example of the additional value evaluation method corresponding information stored in the additional value evaluation method corresponding information storage unit 138. The item presentation unit 113 presents, for example, an input form for inputting whether or not there is business synergy to the user terminal 2, and when the user answers "yes", the item presentation unit 113 is added by the "synergy value evaluation method". Decide to do a valuation. Furthermore, the item presentation unit 113 is asked about the items necessary for additional value evaluation, which correspond to the synergy value evaluation method, "How many years will the synergy effect in the case of success be stably created?" , "The synergistic effect generated by synergies up to the maturity set above is divided into successful, neutral, and unsuccessful cases, and the input form for entering the answer about each case's sales, cost, SG & A, etc." is entered on the user terminal. Present in 2.

The item presentation unit 113 may present, in part or in whole, an input form for inputting answers to the first to fourth items to the user terminal 2. May be presented together.

The item response information reception unit 114 receives the information answered by the user in the input form for inputting the answers for the first to fourth items presented to the user terminal 2 by the item presentation unit 113. The user transmits the response information for the item from the user terminal 2 via the communication network 4.

The item response information may be input directly to the server device 1 by a business operator conducting a business using the server device 1 after obtaining a response to the paper questionnaire from the user, or interviewed with the user. The contents may be directly input to the server device 1.

The correction value determination unit 115 determines the correction value for correcting the financial index in order to evaluate the business value of the target business more accurately. FIG. 20 is a diagram illustrating a flow of correction value determination processing. The correction value determination unit 115 reads the answer to the question regarding the risk in the first item answer information from the item answer information storage unit 133. The correction value determination unit 115 determines a value stored in the reference correction value information storage unit 134 as a correction value in association with the response information.

The business model pattern determination unit 116 presents a questionnaire to the user terminal 2 and obtains the answer, so that the user determines the business model pattern for the target business. FIG. 21 is a diagram showing an example of a business model pattern determination process. The questionnaire will be presented in two parts. FIG. 22 shows an example of the questionnaire. The first questionnaire includes questions to clarify the target business for which the business plan is formulated. For example, by answering the first questionnaire, the user decides whether to formulate a business plan for one business or multiple businesses, and divide the organization into business divisions within the relevant business division. There are multiple businesses, and it is possible to decide whether to formulate a business plan for each. The second questionnaire includes questions about the nature of product and service unit prices and the characteristics of customer development for the targets for which the business plan is formulated, which was clarified in the first questionnaire. For example, by answering the second questionnaire, users can determine whether it is a stock business or a flow business, and whether it is a business that is likely to receive continuous orders from customers in the previous year or not, a business in which the average customer price is likely to rise or fall. It becomes clear what it is, and the business model pattern is decided. In addition, it is assumed that the business model pattern cannot be determined even if the first and second questionnaires are answered. In that case, the user himself / herself can enter the fluctuation characteristics of the customer unit price and the number of customers to create a new one. You can create business model patterns. When the new business model pattern is widely applicable, it can be added as a determined business model pattern by modifying the questions in the first and second questionnaires, and combined with the already prepared business model pattern. , The pattern may be increased or decreased by subdivision or the like.

The following is a detailed example of the business model pattern determination process performed by the business model pattern determination unit 116. First, the business model pattern determination unit 116 presents the first questionnaire to the user. When the user selects "Annual" in response to the question "Do you want to forecast sales monthly or annually?" Included in the first questionnaire, the annual sales forecast will be made. Sales forecast is made. Next, when the user selects "Yes" in response to the question "Do you want to forecast by dividing the business division?", An input form for entering the business division name is presented. When the user inputs "A division" and "B division", the question "Do you forecast the sales of each division by segment?" Is presented next. When the user selects "Yes", an input form for entering the segment name is presented. When the user inputs "product sales" and "consulting" for "A division" and similarly inputs "restaurant management" for "B division", the three business segments are divided into two divisions and are divided into two divisions annually. It is decided that the sales forecast will be made in.

Next, the business model pattern determination unit 116 presents a second questionnaire. In the second survey, for example, select a unit price forecast model for the "merchandise" business. , And the choices of a, b, and c are presented. If you want to gradually increase the sales unit price of the option A in the future, if you want to gradually increase the sales unit price of the option B and stabilize it at the maximum sales unit price, the option of C will gradually increase the sales unit price. For example, when it is thought that the maximum sales unit price will be raised and then stable and then decline. Considering the nature of the product handled by the user, for example, select the option C. After that, the user is asked, "Do you expect the unit sales price (in this case, average initial sales and average monthly sales) to rise or fall during the forecast period? Or do you forecast it to be constant?" Presented. The user thinks that the unit price should rise most recently, and selects "rise". As a result, it is understood that the sales of the target business are composed of "initial sales + monthly sales". When a new customer is acquired, the initial sales are recorded, and the model is built on the assumption that monthly sales will be continuously received from the customer until the cancellation. After that, the business model pattern will be decided after asking questions about changes in the number of sales and the number of customers. The above is just an example, and there is no problem even if the contents of the questions are replaced one by one.

In the first and second questionnaires presented by the business model pattern determination unit 116, some or all of the question items included in the questionnaire may be presented in small portions, or may be presented collectively. good.

FIG. 23 is a schematic diagram showing an example of the business plan formulation process. The business plan formulation unit 117 reads information on the deadline, such as how many years the business plan should be formulated, from the item response information storage unit 133. In addition, the business plan formulation unit 117 reads information on items corresponding to the business model pattern, such as financial information, from the item response information storage unit 133. For example, as shown in FIG. 24, the actual values for the fiscal year ending March 2017 and the fiscal year ending March 2018 are acquired from the second item response information. Furthermore, the future sales will be calculated from the second item response information such as the unit price increase rate after March 2019, and the business plan will be formulated. At this time, the number of years, monthly, or yearly business plans to be formulated is determined based on the information obtained from the above-mentioned first item response information.

The business value evaluation unit 118 stores the financial index information stored in the financial index information storage unit 132, the decision correction value information stored in the decision correction value information storage unit 135, and the business stored in the business plan information storage unit 139. The business value is evaluated based on the plan information and the third item answer information stored in the item answer information storage unit 133. FIG. 25 shows an example of the business value evaluation process. The business valuation methods used in the business valuation process are at least the market price method, the adjusted market value net asset method, the similar company comparison method <EV / EBITDA>, the similar company comparison method <PER>, the similar company comparison method <PBR>, Similar company comparison method <PSR>, similar company comparison method (multiplier obtained by 2-step growth transformation model), similar transaction comparison method, DCF model, DCF model (after applying size premium), DCF model (VC hurdle rate), certainty Equivalent (CEQ) cash flow model, venture capital method, First Chicago method, market price method, theoretical multiple model, Monte Carlo CEQ method, but not limited to this. Further, since different items are required for each of the business value evaluation methods, the item presentation unit 113 fills in an input form for inputting additional necessary information for the business value evaluation method selected by the user. The item response information presented through the input form is used for business value evaluation. As for the specific calculation method of the business value evaluation method, since a general calculation method is used, the explanation is omitted. Furthermore, in the case of M & A, there is a certain market price (for example, between X times and Y times of EBITDA) in the actual price that will be offered by many buyers, and there is a deviation from the theoretical price. May occur. In view of this, the business value evaluation unit 118 may predict the range (price range) of the actual price and evaluate it as the business value.

The additional value evaluation department 119 evaluates the additional value, etc. that fluctuates depending on the relationship with the candidate buyer's organization for the business or organization for which the user wishes to formulate a business plan, evaluate the business value, or sell the business. For example, FIG. 26 shows an additional value evaluation process as an example. The user terminal 2 accepts an answer as to whether or not there is business synergy. If the businesses of both organizations have a synergistic effect, it is easy for the user to raise the selling price of the target business. In addition, assuming that the organization of the candidate buyer and the organization in a competitive relationship have purchased the target business, the competitiveness of the candidate organization of the buyer is relative to the target business by being acquired by the competing organization. Evaluate the cash flow of the candidate buyer's organization, which will fall to and will be lost accordingly. For example, as an example, the additional value is evaluated based on the fourth item response information stored in the item response information storage unit 133 and the business value information stored in the business value information storage unit 140.

The additional value evaluation unit 119 may calculate the value of the earn-out contract clause. Evaluate the value of the earn-out contract clause based on information such as the presence or absence or type of earn-out clause, set indicators (net profit, sales, operating profit, EBITDA, operating cash flow, free cash flow, etc.) and due date. do. As the evaluation method, at least one or more of an analytical formula, an approximate formula, and a binomial model is used. Further, the additional value evaluation unit 119 may calculate a plurality of business plans using random variables, and obtain the value of the earn-out contract clause from the cash flow calculated value obtained there.

Report creation unit 120 creates three types of reports and presents them so that users and buyers can view them.

The three types of reports are the first report containing the business plan information formulated by the business plan formulation department 117, the second report containing the business value information evaluated by the business value evaluation department 118, and the additional value evaluation department. This is a third report containing additional value information evaluated by 119.

FIG. 27 shows an example of the first report created by the report creation unit 120. The report creation unit 120 creates a graph based on the information in the business plan table formulated by the business plan formulation department 117, and incorporates it into the first report. For the report, tables and graphs are created for each business if it is formulated for each business, and for each business division if it is formulated for each business division, and the tables and graphs for the entire company are also created by totaling them. The report creation unit 120 may also provide a function to change the view so that the business plan of each business, each business division, or the entire company can be viewed according to the user's choice, or monthly, quarterly, semi-annual, You may choose a period, such as yearly, to provide each view. In addition, the report creation unit 120 may accept changes in the numerical values in the table created by the business plan formulation department 117, or accept changes in the contents and numerical values of the second item response information, and the changed contents and numerical values. You may update the table and graph based on.

FIG. 28 shows an example of the second report created by the report creation unit 120. Based on the business value evaluation information evaluated by the business value evaluation unit 118, the report creation unit 120 creates a table showing an example in FIG. 28 and each evaluation method that receives the third item response information. The report creation unit 120 may create a graph based on the information in the table created above. In addition, the report creation unit 120 may accept changes in the numerical values of the created table, or accept changes in the contents and numerical values of the third item response information, and the table is based on the changed contents and numerical values. And the graph may be updated.

FIG. 29 shows an example of the third report created by the report creation unit 120. The report creation unit 120 adds the additional value evaluation information evaluated by the additional value evaluation department 119 to the business value evaluation information evaluated by the business value evaluation department 118, calculates the final business value evaluation result, and makes a report. indicate. Further, the report creation unit 120 may display both or one of the table and the graph of the business plan. When the business value evaluation unit 118 evaluates the business value by a plurality of methods, the report creation unit 120 may display the results side by side. Further, the report creation unit 120 may evaluate the reliability of each business evaluation method based on the first item response information stored in the item response information storage unit 133 and display it in the report. This is because, for example, a business entity such as a venture company that assumes rapid growth of FCF (free cash flow) is not suitable for business value evaluation methods such as the net asset method and the PBR multiple method. The purpose is to inform users and buyers of the business value evaluation method that suits them. Further, since there is also an evaluation method in which the numerical value of the business value is calculated by the width, such as a similar company comparison method, it may be displayed as a graph as shown in FIG. 29 as an example. In addition, the report creation unit 120 may accept changes in the numerical values of the created table, or accept changes in the contents and numerical values of the fourth item response information, and the table is based on the changed contents and numerical values. And the graph may be updated.

In addition, the report creation unit 120 presents all the first, second, and third reports to the user terminal 2. In addition, the report creation unit 120 specifies the range of disclosure of the first, second, and third reports to the user (designates the buyer to be disclosed, or discloses it to an unspecified buyer terminal 3, etc.) and , The type of report to be presented and the function to select the content range may be provided.

The report creation unit 120 is not based on the business plan information created by the business plan formulation department 117, the business value information evaluated by the business value evaluation department 118, and the additional value information evaluated by the additional value evaluation department 119. You may accept some or all of the information on the business plan, business value, and additional value that you have formulated and evaluated, and create a first report, a second report, and a third report, respectively.

When the user desires M & A of the target business, the project information creation unit 122 presents the target business to the buyer as a project. First, the project information creation unit 122 has enough information called a teaser sheet (also called a non-name sheet) shown in FIG. 31 to proceed with the consideration of acquisition without specifying the name of the user (M & A seller). Create the materials listed. Therefore, the matter information creation unit 122 presents the user terminal 2 with an input form for inputting information necessary for creating the teaser sheet. Input items include information such as business content, business area, approximate sales, number of employees, scheme, reason for transfer, and business characteristics. The matter information creation unit 122 receives the information input by the user in the input form, and creates a teaser sheet shown in FIG. 31 as an example. In addition, in the input form, the disclosure range of the teaser sheet can be selected. For example, by sending it to all buyer terminals 3 by attaching it to an e-mail, or by clicking the URL in the e-mail, it is limited to the format that the buyer can view and the buyer who can expect business synergies. You can choose from sending the e-mail and so on. Further, the matter information creation unit 122 may provide a function that allows the user to edit the teaser sheet. Further, the case information creation unit 122 presents an input form for inputting an interest in M & A to the buyer who browses the teaser sheet, and various types described below are given to the buyer who inputs that he / she is interested. Present the material.

Next, the case information creation unit 122 presents to the user terminal 2 an input form that accepts the information necessary for the NDA (nondisclosure agreement) concluded with the buyer. The input items include information such as the location of the head office, the name of the organization, and the name of the representative. The case information creation unit 122 receives the information input by the user in the input form, creates an NDA, and presents the teaser sheet to the buyer terminal 3 of the buyer who has shown interest. The NDA may be an electronic contract, or the contract may be concluded by uploading the scanned data stamped on the input form presented by the case information creation unit 122 to the buyer terminal 3. In addition, the case information creation unit 122 presents the terms including the confidentiality clause to the buyer terminal 3 and accepts the check of the check box by the buyer, so that the confidentiality is promised between the user and the buyer. It may be.

Further, the case information creation unit 122 is presented to the potential buyer by the user (M & A seller), which is called a process letter showing an example in FIG. 32, such as how to proceed with the bidding process, a procedure for examining the deal, or Create a document that describes the schedule outline, etc. Therefore, the matter information creation unit 122 presents the user terminal 2 with an input form for inputting the information necessary for creating the process letter. Input items include the name of the agent, organization, contact information, etc. if there is an agent, the contents required for the content of the statement of intention, the prerequisites required of the buyer, the deadline for submitting the statement of intention, the selection result, etc. Includes information such as notification deadline, basic agreement conclusion deadline, due diligence deadline, final intention statement and share transfer contract (draft) submission deadline, final contract deadline, closing deadline, etc. The matter information creation unit 122 receives the information input by the user in the input form, and creates a process sheet shown in FIG. 32 as an example. Further, the matter information creation unit 122 may provide a function that allows the user to edit the process sheet. Further, the case information creation unit 122 may present the process sheet to the buyer who has concluded the NDA. Further, the case information creation unit 122 may present the process sheet only to the buyer terminal 3 of the buyer candidate selected by the user from the buyer candidates who have concluded the NDA.

Further, the case information creation unit 122 accepts the material presented by the user to the buyer candidate and presents it to the buyer selected by the user. The materials include materials explaining the company / organization, materials that convey the attractiveness of the business, and financial statements for the past three terms. In addition, the case information creation unit 122 presents the input form for selecting the information to be presented to the buyer to the user terminal 2. In the input form, the user can select a period (years, months), items, etc. to be displayed from the business plan information stored in the business plan information storage unit 139. Further, in the input form, it is possible to select which business value evaluation method is used to display the evaluation result from the business value information stored in the business value information storage unit 140. Further, in the input form, in the table that displays the results of evaluating the business value by a plurality of methods, which is included in the third report created by the report creation unit 120, only the one to be displayed is selected. You may be able to do it. Further, in the input form, the appeal from the user, the desired M & A price, the M & A conditions, etc. may be input in text, or electronic files in various formats such as images, videos, and materials may be accepted. .. In addition, the project information creation unit 122 may propose a reconsideration from the desired M & A price and the business value evaluation information when the user has a large difference, and the highest value or the lowest value among them. The value of the highly reliable business value evaluation method described in paragraph 0068 may be proposed to the user as an appropriate M & A price.

Further, the project information creation unit 122 may receive information on the company or the transaction in the M & A capital tie-up from the user and describe it on the teaser sheet or display it by other methods.

Further, the project information creation department 122 does not use the business plan information, the business value evaluation information, and the additional value evaluation information created by the business plan formulation department 117, the business value evaluation department 118, and the additional value evaluation department 119, and provides the project information. You may create it.

The message transmission / reception unit 121 provides a function capable of transmitting / receiving a message between the user terminal 2 and the buyer terminal 3. The message transmission / reception unit 121 presents a message input form to both the user terminal 2 and the buyer terminal 3, and when the user or the buyer inputs a message in the input form, the message transmission / reception unit 121 transmits a message to the other party through the communication network 4. can do. The message transmission / reception unit 121 may be capable of not only exchanging text information but also transmitting / receiving electronic files such as images, videos, sounds, and other materials. Further, the message transmission / reception unit 121 may provide an online meeting function to the user terminal 2 and the buyer terminal 3. Further, the message transmission / reception unit 121 may disclose the message exchanged between the user and the buyer to another buyer with the agreement of the user or the buyer.

The successful bid support unit 123 performs bidding by the buyer and procedures after the successful bid by a specific buyer. The successful bid support unit 123 presents an input form for inputting the desired bid price to the buyer, and when the buyer inputs the desired bid price in the input form through the buyer terminal 3, the successful bid price information is input to the successful bid support unit 123. Accepts. The successful bid support unit 123 presents the user with a screen for viewing the bidding status. Further, the successful bid support unit 123 may notify the buyer and the user of the bid deadline and accept the change of the desired bid price by the buyer. The successful bid support unit 123 may accept input of information regarding conditions for bidding from the buyer. The conditions include M & A schemes (stock transfer, business transfer, company split, stock swap, etc.), supplementary information related to the scheme (earn-out, keyman's lock, etc.), and evaluation information for the target business on the buyer side at the time of bidding (assumed). It may include, but is not limited to, the stock price, the logic of stock price calculation, the number of shares to be acquired, the stock acquisition rights to be acquired, etc.), the presence or absence of synergistic valuation, and the possibility that the valuation amount will fluctuate in the future. In addition, the conditions may include, but are not limited to, information such as an intention to accept, an intention to refuse, and a proposal for the preconditions and the like required of the buyer, which are included in the process letter.

After the bid deadline, the successful bidder support unit 123 presents to the user terminal 2 an input form for inputting information on the bidder and the bid amount of the bidder and which buyer candidate the successful bidder is to be determined. Then, based on the information entered by the user in the input form, the winning bidder is determined or the bid is terminated. The successful bidder support unit 123 may determine the bidder candidate who has entered the highest bid amount among the bidder candidates who have made a bid as the winning bidder, or arranges the buyer candidates who have entered the highest bid amount in order. A ranking may be created and presented to the user terminal 2.

The successful bidder support unit 123 issues a written consent to allow direct negotiations to the user terminal 2 that has determined the winning bidder and the buyer terminal 3 of the winning bidder that has been determined by the user.

The successful bid support unit 123 performs bidding by the buyer and procedures after the successful bid by a specific buyer. First, the successful bid support unit 123 presents an input form for inputting the desired M & A price (bid amount) to the buyer, and when the buyer inputs the desired M & A price (bid amount) in the input form through the buyer terminal 3, the bid amount is concerned. The successful bid support unit 123 accepts information on the desired M & A price (bid amount). Next, the successful bid support unit 123 presents the user with a screen for viewing the bidding status. Further, the successful bid support unit 123 may notify the buyer and the user of the bid deadline and accept the change of the desired M & A price (bid amount) by the buyer.

Further, the successful bid support unit 123 may perform matching by presenting the case information to the potential buyer.

Further, the successful bid support unit 123 may generate a ranking depending on the amount of the bid amount of the buyer. In addition, the successful bidder support unit 123 may present the bid amount of the buyer and the order of the bid amount to the buyer terminal 3. In addition, the successful bid support unit 123 may present the highest bid amount for a certain item to other potential bidders who have entered the bid amount for the item. Further, since the bid amount can be changed by the bidder candidate, when the bid amount is changed by a certain buyer candidate for a certain item, the successful bidder support unit 123 updates the ranking and sets the updated ranking. It may be presented to the buyer terminal 3 of the buyer candidate and the buyer candidate who has entered the bid amount for the project.

For example, in the present embodiment, the information on the settlement of accounts of a stock-listed company and the information on the transition of stock prices (hereinafter referred to as financial / stock price information), which are published on the Internet through network 4, are acquired by crawling. However, the relevant financial and stock price information is not limited to that of listed companies. Further, a business operator conducting a business using the server device 1 may obtain the financial / stock price information and directly input the financial / stock price information into the financial / stock price information storage unit 131. In this case, the business management server is provided with the finance / stock price information storage unit 131, and the processing of the financial index determination unit 112 can be performed.

Further, in the present embodiment, as the financial index determination process performed by the financial index determination unit 112, the β value is calculated for each industry, EBITDA, PER, and PBR are calculated, or the business operator who created the financial statements prepares the above. Although the value of the financial index is acquired and the multiple is calculated, the business operator may obtain the value calculated by another business operator such as a financial institution and directly input it to the financial index information storage unit 132. In that case, the business management server may be provided with the financial index information storage unit 132 to perform the processing of the financial index determination unit 112.

Further, in the present embodiment, the numerical values of the business plan and financial statements formulated by the business plan formulation department 117 may be changed. For example, if there is no profit due to high executive compensation, the value of executive compensation can be changed on the income statement prepared by the Business Planning Department 117 to make a profit.

Further, in the present embodiment, the successful bidder support unit 123 may introduce an M & A supporter such as a lawyer, a tax accountant, or a consultant to the user.

Further, in the present embodiment, the project information creation unit 122 receives information on the industry, business, business scale, area, etc. of the buyer's interest, and supplies the project information including text information matching the buyer's interest information to the buyer. May be notified / presented to. Further, the case information creation unit 122 estimates the case that the buyer is interested in based on the text information included in the case information that the buyer is interested in (clicking the case information, sending / receiving a message, etc.). Matching may be performed to notify / present to the buyer.

Further, in the present embodiment, the project information creation unit 122 executes M & A information (business content, business plan, business evaluation information, acquisition price, buyer information, etc.) obtained from the outside, and M & A is executed by the server device 1. The estimated sales amount may be calculated by machine learning using the obtained information as teacher data. Further, the case information creation unit 122 may present the expected sale amount to the user and the buyer.

Further, in the present embodiment, the project information creation unit 122 analyzes the materials presented to the buyer candidates received from the user, and determines how seriously the user considers the M & A (closing accuracy is high). You may evaluate it. As an example, the case information creation unit 122 analyzes the material by image and evaluates the level of the settlement institution. For example, the case information creation unit 122 may evaluate the accuracy as high by finding the signature or document of the director, or may present the evaluation to the buyer. Further, the case information creation unit 122 may analyze the information on the basis of the selling price received from the user, and judge that the closing accuracy is high by the large number of characters and the text analysis by the morphological analysis.

Further, in the present embodiment, the project information creation unit 122 accepts priority items and preconditions for M & A from the user, accepts attitudes and ideas regarding the priority items and preconditions from buyer candidates, and both conditions match. In this case, the buyer may be given priority in presenting / notifying the information of the matter.

The server device 1 may receive and store buyer information from the buyer terminal 3 through the network 4. The buyer's information may be, but is not limited to, the name (corporate name), address, contact information, Web page URL, and the like.

Further, the server device 1 may present a moving image explaining the functions of the respective processing units to the user terminal 2 or the buyer terminal 3. Further, the server device 1 may have an online chat tool function that receives a question about the function from the user or the buyer as text information and makes a reply corresponding to the text information.

Although the preferred embodiments of the present disclosure have been described in detail with reference to the accompanying drawings, the technical scope of the present disclosure is not limited to such examples. It is clear that a person having ordinary knowledge in the technical field of the present disclosure can come up with various modifications or modifications within the scope of the technical ideas described in the claims. Of course, it is understood that the above also belongs to the technical scope of the present disclosure.

The device described in the present specification may be realized as a single device, or may be realized by a plurality of devices (for example, a cloud server) in which some or all of them are connected by a network. For example, each functional unit and each storage unit of the server device 1 may be realized by different servers connected to each other by a network.

The series of processes by the apparatus described in the present specification may be realized by using any of software, hardware, and a combination of software and hardware. It is possible to create a computer program for realizing each function of the server device 1 according to the present embodiment and implement it on a PC or the like. It is also possible to provide a computer-readable recording medium in which such a computer program is stored. The recording medium is, for example, a magnetic disk, an optical disk, a magneto-optical disk, a flash memory, or the like. Further, the above-mentioned computer program may be distributed via, for example, a network without using a recording medium.

Further, the processes described in the present specification using the flowchart diagram do not necessarily have to be executed in the order shown in the drawings. Some processing steps may be performed in parallel. Further, additional processing steps may be adopted, and some processing steps may be omitted.

Further, the effects described in the present specification are merely explanatory or exemplary and are not limited. That is, the techniques according to the present disclosure may exhibit other effects apparent to those skilled in the art from the description herein, in addition to or in place of the above effects.

1 Server device 2 User terminal 3 Buyer terminal 4 Communication network 101 CPU
102 Memory 103 Storage device 104 Communication interface 105 Input device 106 Output device 111 Financial / stock information reception unit 112 Financial index determination unit 113 Item presentation unit 114 Item response information reception unit 115 Correction value determination unit 116 Business model pattern determination unit 117 Business plan Formulation Department 118 Business Value Evaluation Department 119 Additional Value Evaluation Department 120 Report Creation Department 121 Message Send / Receive Department 122 Project Information Creation Department 123 Successful Success Support Department 131 Finance / Stock Price Information Storage Department 132 Financial Index Information Storage Department 133 Item Answer Information Storage Department 134 Reference correction value information storage unit 135 Decision correction value information storage unit 136 Business model pattern compatible information storage unit 137 Evaluation method compatible information storage unit 138 Additional value evaluation method compatible information storage unit 139 Business plan information storage unit 140 Business value information storage unit 141 Additional value information storage unit 142 Project information storage unit

Claims (11)

In the business management server that analyzes and evaluates the business
An item presentation section that presents to users the items necessary for formulating a business plan for the target business or evaluating the business value.
When the item presentation department presents the items necessary for formulating the business plan, the business plan formulation department that formulates the business plan of the target business or the business plan formulation department
When the item presentation department presents the items necessary for the business value evaluation, the business value evaluation department that evaluates the business value of the target business and the business value evaluation department
A business management server characterized by having. Further provided with a business model pattern determination unit that receives information on the business model of the target business from the user and determines the business model pattern.
The business management server according to claim 1. It also has a financial index determination department that determines financial indicators for converting financial information and stock price information into business value.
The business value evaluation department evaluates the business value based on the financial index, the business plan, and the answers to the items.
The business management server according to any one of claims 1 or 2, characterized in that. A reference correction value information storage unit for storing correction value information for correcting the financial index is further provided in association with the answer of the item.
The business value evaluation department corrects the financial index based on the correction value information corresponding to the answer of the item, and evaluates the business value of the target business using the corrected financial index.
3. The business management server according to claim 3. Based on the answers to the above items, the value of the synergistic effect that occurs between the target business and the investor or acquirer in the capital transaction that is the buyer of the M & A, or the target business is acquired by a competing organization. The investor or the acquirer's cash flow value, or the user and the investor or the acquisition, which the investor or the acquirer will be relatively less competitive and will lose accordingly. An additional valuation department that evaluates the value of the earn-out clauses concluded between the parties,
The business management server according to claim 4, further comprising. A project information creation department that creates and presents project information necessary for considering M & A to the investor or the acquirer.
The business management server according to claim 5, wherein the business management server is provided. The project information includes a part or the whole of the business plan or the business value.
6. The business management server according to claim 6. A successful bidder support department that accepts bids for the target business from the investor or the acquirer and assists the user in determining the winning bidder.
The business management server according to any one of claims 5 to 7, wherein the business management server is provided. A project information creation department that creates and presents project information necessary for considering an acquisition to the investor or the acquirer.
The successful bid support department that matches the investor or the acquirer with the target business,
8. The business management server according to claim 8. In a business management system that analyzes and evaluates businesses
An item presentation function that presents items necessary for business plan formulation or business value evaluation of the target business from the user,
When the item presentation function presents the items necessary for the business plan formulation, the business plan formulation function for formulating the business plan of the target business or the business plan formulation function
When the item presentation function presents an item necessary for the business value evaluation, the business value evaluation function for evaluating the business value of the target business and the business value evaluation function
A business management system characterized by having. In the business management method that analyzes and evaluates the business
The processor
The item presentation step that presents the items necessary for business plan formulation or business value evaluation of the target business from the user,
When the item presentation step presents the items necessary for the business plan formulation, the business plan formulation step for formulating the business plan of the target business or the business plan formulation step
When the item presentation step presents an item necessary for the business value evaluation, the business value evaluation step for evaluating the business value of the target business and the business value evaluation step
A business management method characterized by having.

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