Ah, “the perfect exit.” The shining beacon of unattainable bliss that every business owner dreams of. It’s the exit where the stars align, the world applauds, and every single decision is celebrated by employees, buyers, and competitors alike.

The departing owner, bathed in golden light, watches their business thrive under new leadership, perfectly aligned with their values, and destined to break all records. There are no hiccups, no regrets, and certainly no chance that anything will ever go awry.

But let’s face it: perfection in exit planning is as likely as unicorns showing up to negotiate your client’s sale contract.

As an advisor, it’s important to help clients reframe their exit expectations from “perfect” to “positive.” Here’s how to guide them away from perfectionism and toward a grounded, satisfying exit:

Emphasize the Journey, Not Just the Outcome
Remind clients that exits are complex by nature and that bumps along the way are normal. When they view the process as a journey, they’re less likely to feel let down by small challenges and more likely to appreciate the bigger picture.

Celebrate Progress and Successes
Help clients identify meaningful wins throughout the exit process, whether it’s finalizing a buyer, creating a strong transition plan, or feeling secure about their financial future. Celebrating small successes keeps them motivated and engaged.

Encourage Flexibility and Adaptability
Highlight that change is natural and doesn’t detract from their legacy. When clients understand that transition often requires adjustments, they’re more prepared to embrace change rather than resist it. Flexibility allows them to handle unexpected situations with confidence and grace.

Encourage a Post-Exit Vision Beyond Perfection
Work with clients to craft a realistic and fulfilling post-exit vision. This might include personal goals, family time, hobbies, or even community engagement. By focusing on the life they’re moving toward, they become less fixated on the idealized exit and more excited about their future.

Remind Them Perfection Is Overrated
Ultimately, the concept of a “perfect” exit is an illusion. Remind clients that it’s better to pursue a transition that reflects their values and goals than chase an unattainable ideal. Real fulfillment comes from meaningful choices, not flawless ones.

In the end, a successful exit is one that feels true to who the client is, not one that fits a mythical checklist of “perfect” outcomes. As their advisor, your guidance helps them let go of unrealistic expectations and embrace an authentic, rewarding exit. Because in the real world, perfection isn’t what brings peace—it’s knowing that the decision was made with intention, clarity, and confidence.