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EXIT
PLANNING
RUN YOUR BUSINESS SO YOU CAN LEAVE IT IN
STYLE!
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"The Exit Planning Review"
Exit Planning is a deliberate, adaptable, and customized approach that we use to help the privately-owned business owner prepare to leave his/her business on his/her own terms.
Dovetail partners with you, the business owner, to conduct a comprehensive review your business. We help you determine your motives and goals as related to the transfer of your business and determine the best transfer choice to meet those goals.
Knowing to whom the company will transfer is an essential early step. An owner essentially has seven transfer channels from which to choose:
- Employees – ESOP or Management Buyout
- Charitable Trusts
- Family
- Co-owners
- Third party – 100%
- Third party – Partial Sale
- Public
Successfully leaving your business is much like winning a NASCAR race. Our goal for you, the driver, is to experience the wave of the checkered flag. All race plans include careful preparation of the car, driver skill and experience, crew skills and a well-conceived and well-executed race strategy.
Business owners win their ultimate race when they leave their company on their own terms and schedule. The process that savvy business owners are using to achieve victory is known as “Exit Planning”.

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