『152 | The Exit Plan Nobody Tells You About with Sarah Friedell O'Connell』のカバーアート

152 | The Exit Plan Nobody Tells You About with Sarah Friedell O'Connell

152 | The Exit Plan Nobody Tells You About with Sarah Friedell O'Connell

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Why do 75% of business owners who successfully sell their company feel profound regret within the first year? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Sarah Friedell O'Connell, founder and president of ChangePoint Advisors, to unpack the side of exit planning most entrepreneurs never prepare for: life after the sale. Sarah is a certified retirement coach and executive transition coach, a former Fidelity Investments executive, and a former spokeswoman for the president of Harvard University. She has guided hundreds of business owners and senior executives through one of life's most stressful transitions. Together, Patrick and Sarah explore why selling a business or retiring can leave even financially secure entrepreneurs without identity, purpose, and connection, and what to do about it before the deal closes. Whether you're five years from exiting your business or just starting to think about succession planning, this conversation offers a practical roadmap for a fulfilling next chapter. Sarah walks through the four phases of retirement and how to skip the painful one. She explains why your spouse needs to be part of your exit strategy from day one, and why turning a hobby into a business often backfires. Patrick shares Vital Wealth's REACH framework for building wealth around what matters most, and Sarah closes with a simple self-reflection exercise any entrepreneur can start today. If you're building wealth with an eventual exit in mind, this episode will help you make sure your life is as ready as your balance sheet. Key Takeaways Exit planning has three legs: business, financial, and personal. The personal plan is the one most often ignored.Post-sale regret rarely comes from the deal terms. It comes from losing identity, purpose, structure, and community.Retirement ranks among the top 10 most stressful life events, alongside divorce and the death of a loved one.Most people move through four phases after they stop working: vacation, loss, experimentation, and a new life. With a plan, you can skip the loss phase.Bring your spouse into the conversation early. Mismatched expectations are part of why "gray divorce" is rising among people over 50.Test new pursuits in small ways before committing. Don't buy the gym just because you love working out.A life planner should be at the table alongside your financial and tax advisors, ideally about five years before an exit.Start now: audit how you spend your time, notice what energizes you, and invest in your life outside the business. Learn More About Sarah: ChangePoint Advisors: changepointadvisors.comSarah's email: sarah@changepointadvisors.comSarah Friedell O'Connell on LinkedIn: Sarah Friedell O'Connell | LinkedIn Books: From Strength to Strength by Arthur C. BrooksDesigning Your Life by Bill Burnett and Dave EvansDie With Zero by Bill PerkinsThe Good Life by Robert Waldinger and Marc SchulzThe Monk and the Riddle by Randy KomisarWild at Heart by John EldredgeTransitions by William BridgesHappier Hour by Cassie Holmes Resources: Visit vitalwealth.com/resources to download FREE resources Follow on Instagram at https://www.instagram.com/vitalwealthstrategiesFollow on Facebook at https://www.facebook.com/VitalStrategiesPodcastFollow on LinkedIn at https://www.linkedin.com/in/patricklonergan/ Credits: Sponsored by Vital WealthMusic by CephasAudio, video, research and copywriting by Victoria O'Brien
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