Business Life Cycle

Business owners face complex tactical and financial issues through the stages of their business. Whether it’s deciding on the appropriate entity structure at start-up, assisting with due diligence on a key acquisition during a growth stage or planning an exit strategy, you need a team of experienced professionals to keep pace with your changes and opportunities.

Starting a Business

Converting your dream into reality will require you to identify all the aspects of running a successful business. From choosing the type of entity that will best meet your company needs to developing strategic business plans, Yeo & Yeo professionals help business owners leverage their time and resources.

• Accounting Structure and Internal Controls
• Business Plans
• Budgeting & Cash Flow Management
• Financing Selection
• Outsourced Functions
• Technology & Software Selection and Analysis
• Tax Planning (Property, Sales & Use, Payroll, Income)

Growing Your Business

Through ongoing strategic planning, we help clients plan for the next stage of their business’s growth. Our objective is to provide value-added services that improve business processes and bring a greater return on investment. 

Accounting, Financial & Employee Compensation

• Compensation Plans
• Employee Benefit Plans
• Financial Services
• Financial Statement Preparation
• Health Savings Plans
• Insurance Needs Analysis
• Retirement & Estate Plans

Compliance

• Audits, Reviews and Compilations
• Tax Planning & Compliance (Property, Sales & Use, Payroll, Income)
• Mitigating Risk 

Operational Assistance

• Performance Improvement
• Cost Segregation
• Internal Control Analysis
• Outsourced Functions

Expanding a Business

• Benchmarking
• Business Valuations
• Financing Options
• Forecasts & Projections
• Mergers & Acquisitions
• Due Dilligence

Transitioning Your Business

At some point the principal owners will transition out of the day-to-day operations. In a family business, senior members may transition to junior members. In other situations, an owner may be interested in selling the business or a portion of the business. Yeo & Yeo professionals offer the knowledge, unbiased advice and compassion you need to get through the complexities of transitioning.

• Asset Allocation
• Estate Planning
• Exit Strategy Evaluation
• Income Tax Consulting
• Insurance Needs Analysis
• Investment Advisory Services
• Retirement Planning
• Risk Assessment
• Succession Planning

Financing

Financing affects all stages of business. In the beginning, it is the working capital that helps establish the business. Once a business has launched into the next stages of growth and improvement, the backing of a lending institution becomes even more important. Yeo & Yeo professionals help owners with planning, and prepare the financial reports essential for securing financial support.

• Securing Debt or Equity Capital
• Business Valuations
• Cash Flow Management
• Mergers and Acquisitions
• Strategic Planning