FwC Inc. Signs Business Partnership Agreement with Tax Corporation Tact Consulting

Establishing a support system for client consultations on inheritance and business succession with specialists in asset taxation.

FwC Inc. (President and CEO: Naoya Kurata, hereinafter "FwC"), which develops life insurance sales utilizing AI, has signed a business partnership agreement with Tact Consulting, a tax corporation specializing in asset taxation (Representative: Takeshi Yamada, hereinafter "Tact Consulting"). Through this partnership, clients of FwC who have concerns or require consultations regarding inheritance and business succession will be referred to Tact Consulting as needed, establishing a system where they can receive support from specialists in asset taxation.

Tact Consulting broadly partners with professionals such as tax accountants and certified public accountants nationwide, and FwC will collaborate as one of its partners.

Background

Against the backdrop of an aging owner population, business succession for small and medium-sized enterprises (SMEs) has become a social issue. According to estimates by the Small and Medium Enterprise Agency, approximately 1.27 million SMEs and small businesses are expected to have no successor by 2025, highlighting the need for preparations for smooth succession.

Inheritance and business succession are specialized fields where tax, legal, and financial matters are intricately intertwined. In order to support clients over the long term, collaboration with asset taxation specialists, in addition to insurance preparations, is considered effective, leading to this partnership.

Source: Estimates by the Small and Medium Enterprise Agency

Partnership Overview

▶ FwC: Understands challenges related to inheritance and business succession based on the client's life plan and business situation, and refers them to Tact Consulting as necessary.

▶ Tact Consulting: Supports client problem-solving in specialized asset taxation areas such as inheritance tax planning, business succession planning, organizational restructuring, and M&A.

Representative's Comment

Naoya Kurata, President and CEO, FwC Inc.

"Inheritance and business succession are important themes for supporting the lives and businesses of our clients and their families over the long term. By collaborating with Tact Consulting, specialists in asset taxation, we will deliver more reliable support to each and every client."

About Recruitment

・ A New Sales Organization Created by FwC

Our company is a startup creating a new standard for insurance agencies. We welcome individuals who want to deliver optimal proposals to clients using AI, those who want to achieve reliable value provision based on data, and those who want to build a career in a sales organization for the AI era.

・ A Rare Career in AI x Finance

You can be involved in creating a system that delivers insurance tailored to each client through data-driven proposals, rather than relying on individual expertise or intuition. Experience in integrating AI into practical operations within the insurance industry is highly rare and can lead to a career that directly impacts your market value in a few years.

・ Stable Sales Opportunities Created by the Organization

We generate stable sales opportunities through AI-driven systematization and organized sales activities, without relying on individual networks.

▼Learn about FwC: CompanyDeck

https://speakerdeck.com/pr_fwc/fwczhu-shi-hui-she

▼Recruitment Information & Positions: Recruitment Page

https://fwcrecruit.notion.site/

▼Towards an Insurance Agency Lasting 200 Years. FwC President Kurata, Who Knows the Insurance Industry Inside Out, Improves Transparency and Accuracy with AI

https://note.com/fwc_id/n/n3de9b4d59e9a

Company Overview

FwC Inc.

Company Name

FwC Inc.

Representative

President and CEO, Naoya Kurata

Business Activities

AI-driven life insurance sales / Next-generation financial intermediary business

Location/URL

3F, Shiodome Building, 1-2-20 Kaigan, Minato-ku, Tokyo

https://fwc-f.co.jp/

Tax Corporation Tact Consulting

Representative

Representative Partner, Takeshi Yamada

Business Activities

Consulting specializing in asset taxation (inheritance, business succession, organizational restructuring, M&A, etc.)

Location/URL

17F, Meiji Yasuda Life Building, 2-1-1 Marunouchi, Chiyoda-ku, Tokyo

https://www.tactnet.com/