Legacy Program

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Business Legacy Planning

Plan for Today, Prepare for Tomorrow

Building long-term value in your business takes a clear road map to create a legacy of continuity and success. With our Legacy Program, we’ll help you navigate the road to success at each stage of your business.

Our Legacy Program paves the way for your company’s continuing success and builds a solid foundation to retire, exit, or otherwise transition away from your business when the time is right. The holistic and flexible approach of our YeoConsults Legacy Program provides you with:

  • Annual Business Valuation Report
  • Comparative Financial & Industry Analysis
  • KPIs, Benchmarking & Dashboards
  • Succession & Transition Consulting
  • Quarterly Review of Company Financials
  • Tax & Financial Planning


Why Choose Yeo & Yeo for Business Legacy Planning? 

As a full-service accounting and business advisory firm, Yeo & Yeo gives you access to a vast talent pool of CPAs and consultants helping to align strategic solutions. We can also work with your other advisors, including attorneys, financial professionals, and insurance specialists, to help ensure that your planning is coordinated and in tune with your goals. Let Yeo & Yeo help you drive business growth and achieve your personal dreams.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Professionals

Michael Oliphant

Michael Oliphant


CPAs & Advisors