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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

If your goal is full retirement by 2030, plan to sell by 2028 or 2029. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025.

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Fireside Friday with Brown Brothers Harriman’s… Brendan Burke

The TRADE

In addition, there are various trade types to account for, such as corporate actions or investor flows, that are different from the traditional security RVP/DVP FX transaction. Once we get past the move to T+1 in the US and Canada, the UK and EU moving to T+1, likely in 2027 or 2028, is just around the corner.