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. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. These are called addbacks, and are extremely important to valuation. For a successful exit, the answer should usually be Yes.
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