Business Life Cycle

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.

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


Operational Assistance

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 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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