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 Diligence
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 their responsibilities 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
- Certified Machinery/Equipment Appraisals
- Mergers and Acquisitions
- Strategic Planning
Key Contacts
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