For founders approaching exit or major change, we help clarify purpose, manage transition, and redefine success beyond ownership.

This isn’t life coaching, it’s strategic clarity for the person behind the business.

Because when both the company and the founder are ready, the exit becomes a launchpad, not a finish line.

As an Exit Planner Advisor at Simple Mystery, we recognize the importance of aligning all three legs of the stool, personal, financial, and business - in successful Exit Planning. The personal leg of the stool is fundamentally about understanding the owner's individual goals, aspirations, and vision for life beyond business ownership. This crucial aspect focuses on the owner's personal goals, aspirations, and lifestyle preferences beyond business ownership.

Aligning the personal leg involves understanding what the owner envisions for their life after exiting the business, whether it's pursuing new passions, spending more time with family, or embarking on philanthropic endeavors. By integrating these personal goals into the exit strategy, owners ensure that their financial and business decisions align with their desired lifestyle outcomes.

The personal leg plays a pivotal role in balancing the entire exit planning process. It guides decisions regarding the timing of the exit, the structure of the transition, and the financial implications, ensuring that the owner's personal well-being and happiness are prioritized throughout. Moreover, addressing the personal leg proactively enhances the overall success and satisfaction of the exit, as it aligns all three legs of the stool, personal, financial, and business, in a cohesive and synergistic manner.