Remove 2029 Remove Book-building Remove Corporation
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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. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Consistently book expenses to the appropriate line item.