Remove 2029 Remove Negotiation Remove Valuation
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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. These are called addbacks, and are extremely important to valuation. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale.