How to Avoid Post-Exit Regret: Purpose, Planning, and Value Creation

Entrepreneurs often focus on profit, risk management, and year-over-year growth targets within the business, but overlook enterprise value and life design after the exit. In this highlight from Your Wealth and Beyond with Scott Snider, we unpack a common owner mistake: optimizing for income and risk but not for enterprise value. You will learn why a strong P&L does not equal a valuable company, how customer concentration drags down valuation, and why exit readiness is not a date on the calendar; it is a daily discipline.

Scott also discusses how to design a personal purpose that aligns with your business and financial plans by clarifying your vision, testing post-exit routines before you sell, and building a two-path plan that advances both the business and your life every 90 days so you avoid post-exit regret.

⏱️ Chapter Markers (click to jump)
0:00 Intro: The profit vs. value mistake owners make
0:38 Why “we don’t know what we don’t know” stalls value
1:15 When a strong P&L still lowers valuation (customer concentration)
1:58 Beyond the business: purpose, vision, and avoiding post-exit regret
2:36 Exit isn’t a future event; it’s a daily practice
3:10 The Two Concurrent Paths: business and personal/financial
3:48 90-day value sprints to stay always exit-ready

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https://www.bayntree.com/116

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https://bayntree.com/entrepreneurs

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https://yourwealthandbeyond.com/

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Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Wealth Advisors. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.