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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. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant.

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Sun Acquisitions Facilitates the Sale of Chain O’ Lakes Transportation to Individual Buyer

Sun Acquisitions

Special needs transportation industry sales are forecast to increase at a 5.67% compounded annual rate from 2024 to 2028, faster than the growth of the overall economy, according to Inforum and the Interindustry Economic Research Fund, Inc. “Kevin Collins led the team and did an outstanding job handling every phase of the transaction.”