Remove 2029 Remove Profitability 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. Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. 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.