Remove 2029 Remove Risk Management Remove Shares
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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. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. Stay Current Leaning heavily on one product, service, outdated technology or critical piece of equipment is a risk.