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When Should You Begin the Exit Planning Process?

The transition or sale of your business may very well be the most important transaction of your life!  Early planning is critical if you want to meet all of your goals when you exit your business.  Ideally, we like to meet with business owners two to ten years prior to exiting the business.  Dovetail can then help you, the business owner, review all of your options, determine your best strategies and develop an action plan to get you to where you need to be. 

Click below to open your Roadmap to a More Secure Future:

 Your Roadmap to a More Secure Future!


What Barriers Do Owners Face in Achieving a Successful Exit From Their Businesses?

  • Most owners don't know that there is a proven Exit Planning Process.
  • Most business advisors are unaware of all that can be done to assist owners as they begin to plan for their business exits.
  • Without a plan, exiting your business can appear daunting and, as a result, owners wait until it is too late to undertake it.

What Should You Get Started?

First and foremost - become educated about the Exit Planning Process.  The purpose of this site is to provide you with the knowledge and information that you need in order to get started with the Exit Planning Process.

Begin your education by visiting our Free Resources page and reading the material on that you will find there.  This site contains a wealth of information about how you, a business owner, can "leave your business in style."

Second, supplement your introduction to Exit Planning by subscribing to our free e-newsletter, The Exit Planning Review.  There is no risk to you - if you don't find it valuable, you may unsubscribe at any time.  We will e-mail it to you twice each month on the 1st and the 15th.

Finally, if you'd rather attend a free, one hour Executive Briefing on Exit Planning, click here to see a schedule of Executive Briefings, seminars and webcasts.

Third, take action now - informed action.  Don't wait until its too late.  Too many business owners gamble with their future by not proactively planning their transition out of their business. 

Why Our Team?

The Dovetail team is passionate about helping you win the championship race of the business world - Running Your Business So You Exit In Style! 

Our team is comprised of experienced professionals in the areas of tax, legal, financial wealth management, financial analysis, mergers and acquisitions, business valuations, business operational analysis and leadership development.  We partner with you and your trusted advisors to thoroughly review your business and make recommendations that will prepare you and your business for a successful transition.


2300 Main Street, Suite 900 Kansas City, Missouri 64108 (P) 816.448.3777 (F) 816.318.9883 (E) advice@dovetailadvisors.com

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