Request One of Our Informative White Papers
Dovetail is currently offering a number of
informative White Papers. These will help you become more
familiar with our Exit Planning Process and the options available to
the exiting business owner:
"Inevitabilities"
At some point, every owner
leaves his or her business - voluntarily or otherwise. This
issue discusses the proven Seven-Step Exit Planning Process?
designed to achieve an owner's financial and other
goals.
"Exit Routes
for Business Owners"
When owners think about
exiting their companies, the number of exit routes might seem
unending. In fact, there are only eight. This White
Paper discusses the advantages and disadvantages of each one.
Most importantly, it describes a process that enables owners
to choose the best exit path for them.
"Business
Continuity"
This White Paper discusses four primary
problems sole-owned and co-owned companies face when an owner dies
or becomes disabled. It proposes solutions to each one of the four
problems. This White Paper includes the "Business Continuity
Instruction Form" for sole-owners.
"C vs. S
Corporation"
What Difference Does It Make? Use this White
Paper to explain why the best form of business entity (C or S) for
tax purposes during a business start up and operational years may
not be the best when it comes time to sell the business. Descriptive
case studies and clear tables help show owners why entity choice is
so important.
"Employee Incentive Planning"
This White Paper discusses the paths which
allow a business owner to leave a company in qualified hands.
Incentives can be equity-based or cash-based, but all plans handcuff
employees to the business and help it to accrue value. This White
Paper explores several plan options so an owner can determine which
path is best.
"ESOP
Opportunities"
This White Paper uses a fictional business owner to
illustrate how an owner can use an ESOP to achieve three ownership
objectives: 1) to cash out at fair market value; 2) to pay no taxes
on the sale; and 3) to transfer the company to key employees. While
examining how ESOPs work, their advantages and disadvantages,
readers learn that ESOPs do not work for all owners or for every
company. They do, however, provide opportunity for some owners to
leave their businesses in style.
"Transferring Your Company to Key
Employees"
Owners wishing to sell their businesses to
management (key employees) face one unpleasant fact: their employees
have no money. Nor can they borrow any - at least not in sufficient
quantity to cash out the owner. The transfer methods described in
this White Paper employ a long-term installment buyout of the owner
or use someone else's money to affect the buyout.
"Using
Short Term Key Employee Incentives to Increase the
Price"
One of a business owner's greatest challenges
is to attract, motivate, and keep key employees. Keeping key
employees is absolutely critical, however, if the business is to be
sold at the highest possible price. This White Paper describes
the design elements of a Stay Bonus Plan as well as how to convert a
long-term key employee incentive plan into a short term
plan.
"Value
Drivers"
It is the job of every business owner to create
value in his or her business prior to any transfer or sale.
Exactly how do owners do that? Read this White Paper to learn
about those characteristics (or Value Drivers) that buyers look for
when deciding how much to pay for a business.
"Transferring Wealth to Children - A Primer for
Business Owners?"
Successful business owners often wrestle with
the issue of how to pass wealth to children in a way that minimizes
- legitimately - their tax bills. This White Paper explains to
owners how such a transfer can be designed as well
as:
why fixing their
own financial objective precedes any transfer; and, how to determine the amount (and if
that amount is too much) to be transferred. This White Paper uses a case study to
illustrate the plan design and includes an explanation of
GRATs.
Click
here to order one of our informative White
Papers
