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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. Shifting focus to profitable, reliable customers strengthens cash flowwhat buyers ultimately value. Set Fair Market Rent If you own the property, charge the business a market-rate rent to reflect true profitability.

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Bernstein says Oracle will see big gains, is set to become fourth-largest 'global hyperscaler'

CNBC: Investing

The company expects its fiscal 2029 revenue to be above the $104 billion target the company set in September, the company said in its June financial report. " ORCL 1Y mountain Oracle stock over the past year. Oracle appears on track to reach its lofty growth goals.

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The scale of Trump's 'Golden Dome' is a boon for defense stocks even if it isn't completed, says Bernstein

CNBC: Investing

The prospect of completing the missile defense system before the end of Trump's term in 2029, which the president has cited as his goal for the project, is highly unlikely, analyst Douglas Harned wrote in a note to clients last week. However, that doesn't mean the effort won't drive business for the defense industry, he said.