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. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Have a conversation with your bookkeeper about the below and hold them accountable.
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