Remove 2028 Remove Debt Remove S&P
article thumbnail

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. What the Owner Should Do: Twelve months before close, have excess or slow moving inventory trimmed, keep A/R under 30 days, and extend A/P past 30 days if possible.