Exit Planning Through an Investment Banker’s Lens
Focus Investment Banking
MARCH 10, 2025
If your goal is full retirement by 2030, plan to sell by 2028 or 2029. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. 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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