The Cash Rich Exit podcast

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추가했습니다 seven 년 전

Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

The Final Flight of Captain Forrester

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The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05

11일 전38:05

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38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

The Cash Rich Exit Podcast

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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.

100 에피소드

#Business #Estate Planning #Podcast Colleen OConnellCampbell #Now What Colleen OConnellCampbell #Wealth Advisor At RBC Dominion Securities

The Cash Rich Exit Podcast

updated 4일 전

시리즈 홈•Feed

100 에피소드

#Business #Estate Planning #Podcast Colleen OConnellCampbell #Now What Colleen OConnellCampbell #Wealth Advisor At RBC Dominion Securities

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The Cash Rich Exit Podcast

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EP320 Valuing Digital Assets for a Smarter Exit 26:41

4일 전26:41

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26:41

Welcome back, Self Made Nation! In this episode, I reconnect with Brock Murray , co-founder of seoplus+, to explore a topic that’s fast becoming essential to business exit strategy: how to identify, measure, and maximize the value of your digital assets. Brock shares how seoplus+ developed a proprietary Digital Asset Valuation program designed to help business owners understand the true value of their online presence - think websites, social media, ad accounts, email lists, and more. Why does it matter? Because overlooking these digital touchpoints can impact your exit multiple in ways most entrepreneurs don’t anticipate. Together, we walk through real-world M&A scenarios where missing domains, poor redirect strategy, or underappreciated traffic cost companies real dollars post-sale. Whether you’re planning an exit in 12 months or 5 years, my conversation with Brock will help you make smarter decisions - starting now. Episode Highlights 🔍 What counts as a digital asset (and why most business owners don’t realize they’re sitting on value) 💡 How to quantify web traffic, followers, and engagement as marketing value - not just vanity metrics ⚠️ A real-world cautionary tale of M&A fallout caused by lack of website control 📊 How seoplus+ calculates digital asset worth using ad value benchmarks 📉 Why underestimating the business impact of SEO, redirects, and site integration can cost you during post-merger performance 🛠️ The “Digital Asset Valuation” tool Brock’s team developed - and how to use it 🚀 Brock’s fun, frank advice: stay grounded in the basics, but don’t be afraid to experiment with new tech 💬 If this episode sparked ideas about the hidden value in your digital footprint, share it with a fellow founder! 📈 Ready to find out what your own business is worth - beyond the balance sheet? Book your complimentary 1:1 Wealth Gap Analysis with me, Colleen O’Connell-Campbell on LinkedIn or reach out via email to schedule your session. Let’s map a personalized plan for your cash-rich exit. 🌟 And don’t forget - if you enjoyed this episode, leave us a 5-star rating and review on Apple Podcasts or Spotify. Your support helps us reach more of the Self Made Nation! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP319 Building Smart Networks and Smarter Exit 34:18

18일 전34:18

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34:18

In this episode, I sit down with seasoned M&A expert Eric Cardinal - a true connector in Canada’s investment and business exit ecosystem. With decades of experience in investment banking, private equity, and corporate finance, Eric shares how relationships, preparation, and AI-driven intelligence are reshaping the exit journey for business owners. We dig into the power of networks like the M&A Club, the practical benefits of using AI to prepare for due diligence, and the often-overlooked realities around professional fees, timing, and tax strategy. Whether you’re two years away from an exit - or ten - this conversation is packed with value you can act on right now. 🔑 Key Highlights 00:03:30 - Eric’s global M&A background and the growing reach of the M&A Club 00:10:45 - Why relationships are everything in a successful deal 00:17:50 - How AI tools like Optionality are helping M&A advisors prep faster and smarter 00:28:10 - The importance of industry-agnostic experience in Canadian M&A advisory 00:36:15 - What a proper capital structure looks like in a growth-by-acquisition strategy 00:46:00 - The true cost of selling your business: professional fees and preparation timelines 00:52:40 - The critical tax move you MUST make at least two years before you sell 00:56:55 - Eric’s fun, frank advice: reward yourself and diversify your financial planning team post-exit ⭐️ Enjoyed this episode? Please leave us a 5-star rating and short review on Apple Podcast. It helps others in the Self Made Nation discover this valuable content. 📈 Thinking about your own business exit? Book your complimentary 1:1 Wealth Gap Analysis with me, Colleen O'Connell-Campbell . We’ll map out a plan to secure your financial future and make your exit as intentional as your growth. 📩 DM me on LinkedIn or email me. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP 318 Strategic Finance for a Cash-Rich Exit 43:16

5 weeks 전43:16

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43:16

Ever wonder how businesses scale successfully - or why some promising companies unexpectedly falter? In this enlightening episode of ‘The Cash Rich Exit Podcast’, host Colleen sits down with Shady Abboud , CEO of Unloop Accounting and Founder of Storyline Financial. Shady specializes in helping businesses turn complex financial data into actionable insights that drive strategic growth and profitable exits. From identifying red flags in your cash flow to understanding the crucial difference between accounting and finance, Shady breaks down key concepts every entrepreneur needs to grasp. This conversation will equip you with essential tools to make informed decisions, ensuring your business doesn't just survive but thrives and achieves a cash-rich exit. Key highlights from this episode: 🎯 Shady’s entrepreneurial journey and why financial expertise became his passion. 📈 Understanding the critical distinction between accounting (past-focused) and finance (future-focused). 🚩 Common financial red flags entrepreneurs often miss - and how to address them proactively. 💸 Why revenue isn't king: Understanding gross margin, profitability, and critical business ratios. 🔑 The vital role fractional CFOs play in businesses with revenues between $1.5M and $10M. 🔄 The importance of tracking customer lifetime value (CLV) and acquisition costs (CAC) in strategic decision-making. 🤝 Practical tips on forecasting cash flow to maintain business health and sustainability. Don’t miss Shady’s fun, frank advice segment, where he offers actionable insights about networking and realistic business valuation expectations - essential tips if you're looking at exiting your business in the near future. Enjoyed this episode? Please take a moment to leave us a 5-star rating and a short review. Your feedback greatly helps us reach more entrepreneurs like you! Ready to plan your own cash-rich exit? Schedule your personalized 1:1 Wealth Gap Analysis with Colleen O'Connell-Campbell . Connect with Colleen on LinkedIn or send a direct email to start the conversation today. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP317 Navigating Tax Complexities for a Cash-Rich Business Exit 42:40

7 weeks 전42:40

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42:40

Taxes may not be the most exciting topic, but mastering tax planning is crucial for entrepreneurs aiming for a cash-rich business exit. In this insightful episode, host Colleen O’Connell-Campbell sits down with Mike Nazarov, a seasoned tax partner at KPMG Canada, to decode Canadian tax updates and share essential strategies for structuring your Canadian-controlled private corporation. Here's what you can expect from this episode: 🔑 Practical insights into the recent capital gains inclusion rate changes in Canada. 📈 Tips for optimizing your business structure for maximum tax efficiency. 🏢 Understanding the vital role of proactive tax planning in business transitions. 💼 Why your corporate structure should evolve alongside your business goals. 📆 Guidance on how frequently you should review and update your tax strategy. Mike shares actionable advice to help you navigate the complexities of tax planning, ensuring you're positioned for success whether your exit strategy involves selling to a third party, transitioning to family, or planning for unexpected events. Don't miss Mike's fun, frank advice on building your business "A-Team" - the essential experts every entrepreneur needs in their corner. 🎧 If you enjoyed this conversation, please leave a 5-star rating and review - it helps us continue to bring valuable insights directly to entrepreneurs like you! Let's stay connected! Reach out to Colleen O’Connell-Campbell on LinkedIn for personalized guidance and to explore a 1:1 Wealth Gap Analysis to get you on track for your own cash-rich exit. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP316 Estate Planning for Business Owners - Securing your Legacy 28:52

9 weeks 전28:52

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28:52

Welcome, Self-Made Nation! Today on The Cash Rich Exit Podcast, we talk about a crucial but often overlooked aspect of business ownership - estate planning. Colleen O’Connell-Campbell is joined by Erin Kelley , estate planning lawyer at Cooligan Yehia LLP, to discuss how business owners can secure their legacy for future generations. 🏢 Why estate planning matters for business owners – Your business is one of your biggest assets. Without a solid estate plan, succession can become complicated, costly, and emotionally taxing for your loved ones. 📜 Essential estate planning documents – Wills, powers of attorney, and shareholder agreements aren’t just legal formalities - they’re tools to protect your business and family. 💰 Probate tax and multiple wills – How using primary and secondary wills can reduce probate taxes on corporate assets in Ontario. 📊 Estate freeze strategy – Lock in the value of your business for tax efficiency while transferring future growth to the next generation. 👨‍👩‍👧‍👦 Balancing family dynamics in succession planning – Not all heirs are suited to take over the business. How do you ensure fairness while maintaining business success? 🤝 The power of a multidisciplinary advisory team – A coordinated approach with estate lawyers, tax specialists, and financial advisors is key to a seamless transition. 🎯 Fun, Frank Advice from Erin Kelley – “The planning you put off today becomes your family’s problem tomorrow.” Take action now to protect your loved ones. ✨Whether you're planning your business exit in 5–10 years or looking to safeguard your company’s future, estate planning is key. Want a personalized strategy? Book a 1:1 Wealth Gap Analysis with Colleen O’Connell-Campbell to ensure your business and personal assets are protected for the next generation. 💡 Enjoyed this episode? ✅ Subscribe for more expert insights. ⭐ Leave a 5-star rating – it helps us empower more business owners like you! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP315 Building Strong Private Boards - Jennifer Mondoux on Governance Excellence 35:00

11 weeks 전35:00

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35:00

Welcome back to The Cash Rich Exit Podcast with me, your host, Colleen O’Connell-Campbell . Today, we're spending time in the world of governance and leadership with Jennifer Mondoux , Managing Partner, CEO, and Founder of MondouxRollins Partners Inc. and the visionary behind Canada's Best Private Boards (also known as The Boardies). Jennifer has a rich background – she started in journalism and then moved into helping companies find the right leaders. She really understands how important good governance is for private companies that want to grow and succeed. Because of her experience in executive search, placing leaders, and even coming up with new governance models, she has a lot of valuable advice for business owners, especially those who are thinking about selling their company - and making a cash-rich exit. In this episode, we discuss The Evolution of Leadership Talent Solutions: Jennifer's journey from media and PR to becoming a trusted advisor for mid-market private enterprises. The Importance of Governance in Private Companies: Why private companies need to embrace governance for sustainable growth and value creation. The Birth of The Boardies: How Jennifer identified a gap in recognizing governance excellence in private companies and launched Canada’s Best Private Boards. Building Effective Advisory and Fiduciary Boards: Tips on selecting the right board members and leveraging external perspectives for business growth. Creating a Playbook for Governance: The importance of sharing best practices and developing playbooks to guide other leaders in setting up effective governance structures. Fun, Frank Advice from Jennifer: "What do you have to lose by thinking about people who can help you in a different capacity? It’s an opportunity to build relationships, learn, and grow – maybe even have some fun along the way." Listen, Learn, and Apply If you’re a founder, CEO, or part of the Self Made Nation planning your cash-rich exit, this episode is packed with actionable insights to learn how to transform governance into a growth engine for your business! Ready to leverage governance for growth? Nominate yourself or your company for Canada’s Best Private Boards at boardies.ca and learn more about how governance can impact your exit strategy. Thinking about your own cash-rich exit? I’m offering a complimentary 1:1 Wealth Gap Analysis to help you bridge the gap between your business success and personal financial freedom. Let’s map out a strategic plan that maximizes your wealth while keeping your legacy safe. Connect with me, Colleen O’Connell-Campbell, on LinkedIn or reach out via email to schedule your session. Let’s get you ready for your next big move! Enjoyed this episode? Please leave a 5-star rating to support the podcast and help us continue bringing valuable insights to the Self Made Nation. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP314 Protecting your Business through Life’s Unexpected Challenges 33:46

13 weeks 전33:46

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33:46

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today’s episode, I’m joined by Katherine Cooligan, a distinguished family law specialist and founding partner at Cooligan Yehia, LLP. With over 30 years of experience in family law, Katherine shares critical insights on how business owners can safeguard their assets and plan for potential family law challenges - including separation, divorce, and intergenerational wealth transfers. 💡 What you’ll Learn in this Episode: ⚖️ How Family Law Intersects with Business Ownership – The legal complexities when spouses work together, own shares, or have financial ties to a business. 📑 The Role of Marriage Contracts and Cohabitation Agreements – Why every entrepreneur should consider these contracts as a form of business protection. 🏦 Protecting Intergenerational Wealth Transfers – How to ensure that business assets and family wealth remain secure across generations. 🚨 What Happens When a Business Owner Separates? Key challenges, from share divisions to employment law implications, and how to prepare in advance. 🔍 High-Level Strategies for Business Owners – The importance of structuring your company with family law in mind, and why early legal advice can save you from costly disputes later. 🎯 Fun, Frank Advice from Katherine "Spend the money at the front end instead of spending it at the back end. Getting the right legal and financial advice early is a fraction of the cost of fixing things later through litigation." Are you a business owner planning for a cash-rich exit but haven’t considered the legal side of things? Don’t wait until it’s too late. Book a 1:1 Wealth Gap Analysis with me, where we’ll look at how to secure your business, wealth, and future. If you found this episode insightful, leave a five-star rating ⭐⭐⭐⭐⭐ and share it with fellow business owners who need to hear this 🎧 *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP313 Purposeful Philanthropy 38:54

15 weeks 전38:54

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38:54

Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell , Wealth Advisor. In this episode, I’m joined by Lois Graveline, founder and CEO of Harmonia Philanthropy, to explore the true value of charitable giving beyond tax savings. Lois brings over 30 years of experience in the charitable sector and is passionate about driving meaningful impact for both individuals and businesses. 🎙️ What you’ll learn in this episode: 🌟 Beyond Tax Benefits: How purposeful philanthropy can drive social change and create lasting impacts within communities while offering benefits for business owners and corporations. 🤝 The Philanthropic Matchmaker: Learn how Lois helps individuals and businesses find charitable causes that align with their values and goals to foster sustainable, long-term relationships with nonprofits. 💡 Building a Culture of Giving: We talk about the steps businesses can take to make philanthropy part of their ethos, from engaging employees to creating a budget for giving. 📊 Misconceptions in Charitable Giving: Lois debunks myths like "donations just go to salaries" and explains how nonprofit organizations operate efficiently within their limited budgets. 🏆 Inspiring Examples: Hear about impactful partnerships between businesses and charities that showcase the power of long-term commitment in making a difference. ✨ Fun, Frank Advice: Lois reminds us that giving isn’t just about writing a check, it’s about creating relationships and making philanthropy a meaningful part of your business and personal legacy. Tune into this episode to learn how to align your charitable giving with your goals and values. And if you’re planning your cash-rich exit, I invite you to book a 1:1 Wealth Gap Analysis with me. Together, we’ll ensure your financial plans include room for meaningful impact through philanthropy. Connect with me on LinkedIn or via email to schedule your session. Enjoyed this episode? Please leave us a five-star rating and share the podcast with your network. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP312 Building Businesses and Bridging Gaps in Productivity 40:12

17 weeks 전40:12

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40:12

Welcome to The Cash Rich Exit Podcast! I’m Colleen O’Connell-Campbell, Wealth Advisor and your host. Today, we’re joined by a seasoned entrepreneur, Marc Gingras, whose impressive journey spans startups, venture capital, and productivity innovation. Marc is the co-founder of Bloks and, in his own words, “student of entrepreneurship”, continually evolving and applying lessons from each stage of his career. 🎙️ What You’ll Learn in This Episode: 🛠️ The Evolution of Entrepreneurship: Marc shares candid reflections on his early days as a founder, from the highs of innovation to the challenges of navigating downturns, including the emotional and practical lessons he learned during the dot-com bubble burst. 📊 Building Productivity Solutions: You’ll hear about Marc’s journey with Tungle, Foko Retail, and his latest venture, Bloks. Learn how he designed these tools to simplify and streamline operations, saving entrepreneurs and investors valuable time. 🤝 The Power of Mentorship: Marc emphasizes the importance of surrounding yourself with experienced mentors, sharing how this has been instrumental in his own professional growth and success. 📈 AI-Powered Productivity: Discover how Marc’s current venture, Bloks, uses AI to create innovative solutions for venture capitalists and private equity professionals, automating tasks like data aggregation, CRM updates, and relationship insights. 🎯 Fun, Frank Advice: Marc reminds us to view entrepreneurship as a continuous learning journey, emphasizing the importance of humility, curiosity, and collaboration in achieving long-term success. Are you preparing for your cash-rich exit? Take the first step by understanding your financial goals and gaps. I’m offering a complimentary Wealth Gap Analysis to help you align your business success with your personal financial freedom. Connect with me on LinkedIn or email to schedule your one-on-one session. If you enjoyed this episode, please leave us a five-star rating and share it with fellow entrepreneurs. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP311 Fun, Frank Advice for a Cash Rich Exit in 2025 22:55

19 weeks 전22:55

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22:55

Join us on The Cash Rich Exit Podcast for a special roundup of the best "Fun, Frank Advice" shared by our incredible guests this year. I’m Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities and your host, guiding you - visionary leaders of the Self-Made Nation - through strategies for building, scaling, and planning your intentional cash-rich exit. In this celebratory episode, we reflect on the wisdom, inspiration, and actionable insights offered by our guests throughout the year. From lessons on resilience and vulnerability to practical advice on preparing for an exit, this episode is packed with candid, transformative moments that will empower you to head into 2025 with confidence and clarity. 🎙️ What you’ll Hear in this Episode: Navigating Challenges: How to stay motivated through tough times and believe in your vision. Mindset Shifts: Why embracing vulnerability and authenticity is a leadership superpower. Exit Strategies: The importance of early preparation, understanding your numbers, and aligning with the right advisors. Lessons from Niche Markets: How focusing on smaller, underserved markets can lead to life-changing outcomes. Frank Perspectives on Perseverance: Why the journey matters just as much as the destination. ✨ Special Thanks to all the Self-Made Nation members and professionals who joined us on the podcast this year - your insights inspire us to dream big and act boldly. Enjoyed this episode? Leave us a five-star rating and share the podcast with your network! Your support fuels our mission to guide entrepreneurs like you toward cash-rich exits and lasting legacies. Stay tuned for even more transformative conversations in 2025. Happy New Year! TTFN - ta-ta for now! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP310 Building M&A Potential for Traditional and Service Businesses 31:43

20 weeks 전31:43

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31:43

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. My guest today is Brad Ezard, a seasoned M&A expert and corporate lawyer with extensive experience in private equity, business restructuring, and transaction management. As a partner at Confederation M&A in Ottawa, Brad specializes in helping traditional and service-based businesses navigate the complexities of mergers and acquisitions. 🎙️ In this insightful episode, we discuss the unique challenges and opportunities these businesses face when planning for a cash-rich exit. 📊 The Dynamics of Traditional Businesses in M&A: Brad shares how these businesses differ from SaaS and tech-driven enterprises, discussing valuation trends, market positioning, and strategies to overcome challenges. 🛠️ Preparing for a Successful Transaction: Learn why early preparation is crucial. Brad explains the importance of organizing financials, cleaning up corporate structures, and aligning your goals with the market’s expectations. 💼 Finding the Right Buyer: We highlight the process of matching businesses with buyers, emphasizing the need for strategic alignment and clear communication of goals for post-sale integration. 🎯 Integration Planning: Why a seamless integration plan is critical to post-transaction success, focusing on systems, culture, and employee engagement. ✨ Fun, Frank Advice: Brad reminds us that selling a business is a journey, not a race. He stresses the importance of preparation, patience, and aligning expectations to achieve the best outcome. Are you preparing for your cash-rich exit? Start planning early to maximize your results. I’m offering a complimentary wealth gap analysis to help you align your financial strategy with your exit goals. Reach out to me on LinkedIn or via email to schedule your one-on-one session. Let’s ensure your business transition is as successful as the legacy you’ve built. Enjoyed this episode? Please subscribe, leave a five-star rating, and share with your fellow business owners. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP309 Navigating Tech M&A for Exit Success 23:15

23 weeks 전23:15

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23:15

Welcome back to The Cash Rich Exit Podcast! I’m your host Colleen O’Connell-Campbell, here to guide you, the Self-Made Nation, through the strategies and stories that lead to successful business exits. In this episode, I’m joined by Boris Petkovic, Director at Sampford Advisors Inc., a leading M&A advisory firm specializing in technology companies. We chat about the dynamic world of mergers and acquisitions (M&A) in the tech sector, with insights tailored to entrepreneurs and founders aiming for a cash-rich exit. 🎙️ What you’ll Learn in this Episode: 🌐 The State of Tech M&A: Boris shares key trends shaping the post-pandemic M&A landscape, including a significant dip in deal volumes from 2021 peaks and how quality companies are navigating the market today. 📊 Ottawa’s Thriving Tech Ecosystem: Why Ottawa remains a hub for innovation, with its rich history in telecom and the enduring impact of Nortel's legacy. Boris highlights how local resources like Wesley Clover have supported the growth of new startups in the region. 🤝 Private Equity’s Role in M&A: Learn about the key players in tech M&A, from private equity firms to strategic buyers, and how these groups approach acquisitions to expand markets or add product capabilities. 🛠️ When to Start Planning your Exit: Thoughts on the ideal time for tech founders to begin consulting M&A professionals, emphasizing how early planning helps entrepreneurs align their growth trajectory with valuation goals. 🎯 Fun, Frank Advice for Entrepreneurs: Don’t overlook niche markets! Boris explains how focusing on smaller, less competitive “micro markets” can lead to life-changing exits, even without chasing billion-dollar industries. Are you thinking about your exit strategy? Let’s ensure you’re on the right path to a cash-rich exit. I’m offering a complimentary wealth gap analysis to help you align your financial plans with your business goals. Connect with me on LinkedIn or email to schedule your one-on-one session. Enjoyed this episode? Please take a moment to leave a five-star rating - it helps us reach more entrepreneurs like you who are building towards their successful exit. **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

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EP308 Beyond the Exit - Redefining Identity and Purpose 26:26

25 weeks 전26:26

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26:26

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In this episode, we wrap up our enlightening three-part series with leadership coach Eric Deschamps. We talk about one of the most personal aspects of an entrepreneurial exit: redefining identity and purpose beyond the business. 🌟 Rediscovering yourself After the Exit: We discuss the psychological impact of leaving behind the role of business owner and the challenge of finding a new sense of self. Many entrepreneurs define their identity by their work, and the prospect of stepping away can feel like stepping into a void. 🧠 The Role of Vision, Mission, and Values: We explore how understanding your core values and crafting a personal vision can give you clarity and direction for the next chapter of your life. Eric introduces a framework for uncovering or redefining these elements to align with your current stage of life. 🏆 Practical Tools for Transitioning: From redeeming your past story to taking on reflective exercises like the 15-Day Life Vision Challenge, Eric provides actionable strategies for reconnecting with your purpose and discovering joy outside of your business. 🎯 Key Takeaways for the Self-Made Nation: Your Purpose Is More Than your Business: Start exploring what life beyond work looks like now, not when the sale is imminent. Reflect on your Core Values: Use your values as a compass to navigate the next chapter of your life. Take the First Step: Stop waiting for change to come to you - start creating the life you want today. Are you ready to start planning for your cash-rich exit while preparing for a meaningful next chapter? Let’s connect . I’m offering a complimentary one-on-one wealth gap analysis to help you align your financial plans with your personal vision. Reach out to me on LinkedIn or email to schedule a conversation. Together, we’ll create a roadmap for your future. Thank you for listening to this series with Eric Deschamps. Don’t forget to subscribe and leave a five-star rating - it helps us continue bringing you actionable insights for your business journey. Until next time, TTFN - ta-ta for now! **** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

1
EP 307 Leadership and Loneliness – Finding Connection at the Top 35:56

27 weeks 전35:56

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35:56

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor. Today, we continue our conversation with Eric Deschamps, a leadership and business coach who talks about the often-overlooked issue of loneliness in leadership. Eric brings insights on how to navigate isolation, especially for those at the top who may feel the weight of leading, without a peer group to lean on. 🌟 Redefining Leadership Loneliness: Eric opens up about the reality of isolation many leaders experience, describing it as a "silent pandemic," especially for men who may lack a support system outside of work. He emphasizes that leadership is about making hard decisions AND about finding the courage to seek connection and support. 🧠 Navigating the "Lone Wolf" Mindset: We explore the common “lone wolf” mindset often encouraged in leadership, where self-reliance becomes a double-edged sword. Eric explains the difference between standing strong in solitude when necessary and living in prolonged isolation, which can negatively impact both personal and professional growth. 💪 Strategies for Overcoming Isolation: Eric shares actionable advice on creating a network of support, finding mentors, and establishing an inner circle for meaningful connection. He stresses the importance of reaching out, sharing vulnerabilities, and moving from self-imposed isolation to a mindset of connection and openness. 💼 Key Takeaways for the Self-Made Nation: Loneliness Isn’t Permanent: Recognize that isolation can be a temporary phase and that you have the power to change it. Embrace Vulnerability: True connection begins when you’re willing to show your authentic self. Find your People: Seek a community or mentor group to share both your challenges and triumphs. Thank you for listening to this valuable discussion, and stay tuned for the final part of our series with Eric. As you hit play on this episode, please drop me a 5-star rating. Your support helps more entrepreneurs find this valuable content. Starting to think about your exit from your business? Join me for a one-on-one wealth gap analysis and let’s craft a strategy that supports both your financial goals and your journey toward a balanced, fulfilling exit. Reach out to me on LinkedIn or email to schedule a time for us to connect. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

The Cash Rich Exit Podcast

1
EP306 Finding your Rhythm: Balancing Business Growth and Personal Well-Being 33:49

29 weeks 전33:49

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33:49

Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O'Connell-Campbell, Wealth Advisor to business owners working towards a cash rich exit. In today’s episode, we kick off part one of a three-part conversation with business and leadership coach, Eric Deschamps. Eric brings a wealth of knowledge, sharing insights into maintaining work-life balance - though, as you'll hear, he prefers the term "work-life rhythm". 🎙 The Ebb and Flow of Life and Business: Eric talks to me about the importance of understanding that life and business are not meant to be perfectly balanced, but rather harmonized in an ebb and flow. He emphasizes the importance of recognizing different seasons in life and business and how to adjust to them, rather than striving for unrealistic balance. 🛠 Tackling Burnout: Eric shares his personal experiences with burnout and highlights the common signs entrepreneurs face, including fatigue, irritability, and lack of motivation. He discusses how taking time off is only part of the solution. To truly overcome burnout, systemic changes and mindset shifts are necessary. 🧠 The Power of Leadership and Self-Care: As a coach, Eric has worked with thousands of leaders. He explains that effective leadership is about more than business strategies - it’s about personal growth, mindset shifts, and prioritizing self-care. By focusing on yourself and investing in your own well-being, you bring the best version of yourself to every role, both personally and professionally. 📈 Key Takeaways for Entrepreneurs: Watch for Burnout: If you’re asking yourself, “Am I burnt out?” you likely are. It’s time to seek help and make changes before burnout derails you. Delegate Wisely: Leaders must delegate tasks effectively to focus on the highest and best use of their time, rather than getting bogged down in minor tasks. Recognize your Season: Understand that life and work come in seasons - sometimes your business needs more attention, and sometimes your personal life does. Adjust your priorities accordingly. Are you feeling the weight of balancing business and life? It might be time to evaluate your current situation and your future exit strategy so you can focus on securing your financial future. Reach out to me for a complimentary one-on-one wealth gap analysis, and let's start crafting a plan that gives you the freedom to live your best life while building toward a cash-rich exit. Thank you for tuning in, and stay with us for the next two parts of this enlightening conversation with Eric Deschamps. Until next time, TTFN (ta-ta for now)! *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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