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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. 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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Best Stocks: A unique financial stock riding the options boom with a chart sent from heaven

CNBC: Investing

These contracts, similar to but separate from the CBOT's bread-and-butter commodity futures products, were called options. When the early 1980's bull market got underway, this "Chicago Board Options Exchange" or CBOE (usually pronounced as C-Bow) grew into a hive of trader activity. The business was a hit.

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Best stocks: The 10 most exciting names of the summer and one more on the verge of a breakout

CNBC: Investing

It's not concentrated to any one or two sectors, it's all over the map. This is what you want to see in a bull market, of course, because it indicates a bull that's being driven by multiple forces and not a singular theme, like rates falling or AI spending.

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Best Stocks: 2025 will be known as the year when boring utilities joined the growth team

CNBC: Investing

Josh — It's quite possible that 2025 will be remembered as the year where defensive utilities became growth stocks. As Sean explains below, this sector is the second best performing group of stocks in the entire S & P 500 this year. DTE's presence in Detroit is notable in the age of the electric vehicle.

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Best stocks: Evaluating Amazon into earnings — don't overreact to stock's first knee-jerk move

CNBC: Investing

Amazon exceeded The Street's expectations on both earnings and revenue, but their guidance for Q1 had fallen somewhat short. The stock began to drop the next day and never recovered, right into the teeth of President Trump's tariff rhetoric and the eventual Liberation Day crash. The market cap sits at about $2.4

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Best stocks: Defense, including these 2 names, may be in secular bull market as global conflicts mount

CNBC: Investing

I'll update my risk management comments below. and WMB is up 2.7%, both outperforming the S & P 500 up 1.6% Risk Management Josh — I think we're in a secular bull market for defense-oriented stocks, unfortunately for the world. Well, those breakouts have happened. Have a great week.

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Cboe set to launch new Cboe S&P 500 Variance Futures

The TRADE

Cboe Global Markets announced that its new Cboe S&P 500 Variance Futures are expected to begin trading on Monday 23 September on the Cboe Futures Exchange. Cboe Global Markets added that the contracts will quote and trade directly in variance units, offering a simplified approach to managing and trading variance exposure.

S&P