Exit Planning Through an Investment Banker’s Lens
Focus Investment Banking
MARCH 10, 2025
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. Why It Matters: Healthy working capital keeps the business running smoothly day-to-day. Theyre especially helpful if you have some customer concentration.
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