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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. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025.

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Fireside Friday with… Pictet Asset Management’s Luca Paolini

The TRADE

But relative to corporate bonds, our calculations show they will deliver an excess of return of just 1% per year versus around 10% over the past five years – and this for roughly two times the risk. Investors should, then, allocate more to fixed income and especially corporate bonds.