Exit Planning Through an Investment Banker’s Lens
Focus Investment Banking
MARCH 10, 2025
Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. If your goal is full retirement by 2030, plan to sell by 2028 or 2029. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail.
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