Remove 2029 Remove Debt Remove Investment Banking
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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. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

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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. New Markets Tax Credit — Made permanent, providing continued incentives for investment in low-income communities. Phases down above $500,000 of MAGI.

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