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. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. C-Corps, for example, might lead to double taxation, which isnt ideal.
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