Remove 2029 Remove Acquisitions Remove Debt
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. If your goal is full retirement by 2030, plan to sell by 2028 or 2029. Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant.

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The Big Beautiful Bill (BBB): A Sweeping Tax Overhaul Signed into Law

MergersCorp M&A International

Mortgage Interest — Deduction on the first $750,000 of acquisition debt is permanently extended; interest on home equity debt remains non-deductible. Modified or Enhanced Provisions SALT Cap — Increased from $10,000 to $40,000 through 2029, adjusted for inflation. Phases down above $500,000 of MAGI.

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