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. Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. C-Corps, for example, might lead to double taxation, which isnt ideal.
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