Remove 2029 Remove S&P 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. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. For a successful exit, the answer should usually be Yes.