The most important element in growing and eventually exiting any company is to align three critical items. The owner’s business, personal and financial goals. This Insight paper explores the significance of taking a holistic approach to exit planning, emphasising the interconnectedness of personal fulfilment and business success. By prioritising personal planning, owners can pave the way for a highly valuable, transferrable, and attractive company while nurturing a more balanced and fulfilling life today. In doing so, they can ensure a future without regrets and embrace the next phase of their journey with confidence and purpose.