The Dovetail Exit Planning Team uses a proprietary and proven SEVEN-STEP EXIT PLANNING PROCESS™ to guide you, the business owner, through the design and implementation of your comprehensive action plan. The exit planning steps include:
- Determine the Goals and Objectives of the Business Owner
- Determine the Value of the Business by Conducting USPAP* Compliant Appraisals of the Business, Real Estate and the Machinery and Equipment.
- Assess the Health and Condition of the Business and Determine how to Maximize and Protect the Value of the Business
- Design a Roadmap when the Business will Transfer to Insiders
- Design a Roadmap when the Business will Transfer to a Third Party
- Protect Business Continuity
- Plan Personal and Estate Wealth
Designing and Implementing a Roadmap for a Successful Transition requires an experienced team! Dovetail is your perfect match! We are passionate about helping you...
Run Your Business
So You Can Leave it in the Style You Want and Desire!
* Uniform Standards of Professional Appraisal Practice |
