Shows
The Cash Rich Exit PodcastEP325 A Scenic Exit - How Peter Deitz Turned an Eight-Year Journey into Shared ProsperityIn this episode, host Colleen O’Connell-Campbell chats with Peter Deitz, social entrepreneur and founder of Canada’s first-ever employee ownership trust (EOT) transition at Grantbook. Peter shares how his scenic, eight-year exit journey created space for new ventures, empowered employees, and protected the company’s B Corp values. The episode is a roadmap for any founder looking to exit with both financial return and community impact. 🔑 Key Highlights The Long Game: Peter’s exit took 8 years - twice the time he spent actively running the business. He stayed in a governance...2025-07-1533 minThe Cash Rich Exit PodcastEP324 Community Impact and Resilient Legacies Through Employee OwnershipIn this final segment of a powerful three-part conversation, Colleen O’Connell-Campbell and Jennifer Williams explore the community-level impact of employee ownership for Canadian business owners - beyond the dollars and deal terms. If you're a founder who wants to leave behind more than just a net worth number, this episode offers compelling reasons to consider how your exit plan could strengthen your community, not just your portfolio. Key Highlights 💼 Employee-Owned Companies = Stability During Volatility Data shows these businesses are more likely to retain staff during tough ti...2025-07-0120 minThe Cash Rich Exit PodcastEP323 The Tax-Smart Exit - Why Employee Ownership Trusts Are Gaining GroundIn part two of this three-part series, Colleen welcomes back Jennifer Williams to explore the financial power behind Employee Ownership Trusts (EOTs). This isn't just a values-based feel-good exit. EOTs now offer significant tax advantages that can rival, and even exceed, traditional business sale routes. From how to qualify for the new $10M lifetime capital gains exemption to why Canada introduced this legislation, Jennifer breaks it all down - plus, the importance of doing it right with guidance from experts. ✨ Key Highlights and Timestamps 🕓 02:35 Why the federal government introduced EOTs in Canada2025-06-1720 minThe Cash Rich Exit PodcastEP322 The Case for Employee Ownership (Part 1)Host: Colleen O’Connell-Campbell Guest: Jennifer Williams, Founder of Firefly Insights In part one of a three-part series, Colleen sits down with Jennifer Williams, a passionate advocate for employee ownership and founder of Firefly Insights. This episode explores how business owners can transition their companies to employees - preserving their legacy, values, and community roots - expanding their options beyond the default of private equity or selling to competitors. Jennifer shares why employee ownership is gaining traction in Canada, how it can stabilize businesses post-exit, and why it’s not just a...2025-06-0326 minThe Cash Rich Exit PodcastEP321 Employee Ownership could be your Best Exit Strategy👋 at RBC Dominion Securities In this episode, host Colleen O’Connell-Campbell, Wealth Advisor, sits down with Tiara LeTourneau, CEO of Rewrite Capital Advisors, and a pioneer in bringing Employee Ownership Trusts (EOTs) to Canada. Tiara explains how EOTs offer a compelling, tax-efficient option for business owners who want to protect their legacy, empower their employees, and still achieve full value in an exit - without selling to a third party or private equity. Tiara shares how she helped champion Canada's EOT legislation, inspired by robust models in the US and UK, and outlines how Ca...2025-05-2036 minThe Cash Rich Exit PodcastEP320 Valuing Digital Assets for a Smarter ExitWelcome 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 m...2025-05-0626 minThe Cash Rich Exit PodcastEP319 Building Smart Networks and Smarter ExitIn 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...2025-04-2234 minThe Cash Rich Exit PodcastEP 318 Strategic Finance for a Cash-Rich ExitEver 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...2025-04-0843 minThe Cash Rich Exit PodcastEP317 Navigating Tax Complexities for a Cash-Rich Business ExitTaxes 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 th...2025-03-2542 minThe Cash Rich Exit PodcastEP316 Estate Planning for Business Owners - Securing your LegacyWelcome, 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...2025-03-1128 minThe Cash Rich Exit PodcastEP315 Building Strong Private Boards - Jennifer Mondoux on Governance ExcellenceWelcome 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 leade...2025-02-2535 minThe Cash Rich Exit PodcastEP314 Protecting your Business through Life’s Unexpected ChallengesWelcome 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 tog...2025-02-1133 minThe Cash Rich Exit PodcastEP313 Purposeful PhilanthropyWelcome 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 an...2025-01-2838 minThe Cash Rich Exit PodcastEP312 Building Businesses and Bridging Gaps in ProductivityWelcome 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...2025-01-1440 minThe Cash Rich Exit PodcastEP311 Fun, Frank Advice for a Cash Rich Exit in 2025Join 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 episo...2024-12-3122 minThe Cash Rich Exit PodcastEP310 Building M&A Potential for Traditional and Service BusinessesWelcome 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 share...2024-12-1731 minThe Cash Rich Exit PodcastEP310 Building M&A Potential for Traditional and Service BusinessesWelcome 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 share...2024-12-1736 minThe Cash Rich Exit PodcastEP309 Navigating Tech M&A for Exit SuccessWelcome 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: 2024-12-0323 minThe Cash Rich Exit PodcastEP308 Beyond the Exit - Redefining Identity and PurposeWelcome 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 stepp...2024-11-1926 minThe Cash Rich Exit PodcastEP 307 Leadership and Loneliness – Finding Connection at the TopWelcome 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 out...2024-11-0535 minThe Cash Rich Exit PodcastEP306 Finding your Rhythm: Balancing Business Growth and Personal Well-BeingWelcome 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...2024-10-2233 minThe Cash Rich Exit PodcastEP305 Bold Beginnings and Business LessonsWelcome back to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In today’s episode, I sit down with Lily Bond, the inspiring young entrepreneur behind Spyce Girlz, who launched her business as a teenager and turned it into a thriving brand. As an entrepreneur in her 20’s, Lily has already faced immense challenges and learned how to navigate the entrepreneurial landscape, offering valuable insights for seasoned business owners and aspiring entrepreneurs alike. 🧑🍳 Building a Business from Scratch: Lily shares her entrepreneurial journey, starting Spyce Girlz in high school to solve a problem she...2024-10-0827 minThe Cash Rich Exit PodcastEP304 Blending Passion and PurposeWelcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined by Sheena Brady, the dynamic founder of tease, a company that’s redefining wellness with its unique tea and botanical-infused essentials. 🌿 From Hospitality to Health: Sheena shares her body of work from a decade-long career in hospitality to discovering the potent world of tea and functional botanicals. This pivot was a career change and a personal health revelation that inspi...2024-09-2443 minThe Cash Rich Exit PodcastEP303 Planning for the Unpredictable- a Guide for Canadian CEOs and FoundersWelcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I’m calling your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and business owners: preparing for a future where selling your business might not be an option. It’s a reality that 91% of business owners over 55 are facing without a formal succession plan. In this episode I’ll g...2024-09-1012 minThe Cash Rich Exit PodcastEP302 Navigating the Seas of Investment - A Summer Book Club Wrap-UpHello, Self-Made Nation! I’m your host Colleen O’Connell-Campbell, Wealth Advisor. As we wind up the summer, we’re rounding out our powerful book club series, where we’ve sailed through the investment strategies of some of the great financial minds. 📘 Retrospective Insights: In this series, we set out on a literary journey with Benjamin Graham's "The Intelligent Investor," then we travelled the unpredictable paths of Burton Malkiel's "A Random Walk Down Wall Street," and finally explored the innovative ideas of Robin Wigglesworth's "Trillions". Each book offered unique insights into building a robust financial foundation...2024-08-2706 minThe Cash Rich Exit PodcastEP301 From Wall Street to Main Street - Exploring 'Trillions' and the Index Fund RevolutionWelcome to The Cash Rich Exit Podcast, I'm Colleen O’Connell-Campbell, your host and Wealth Advisor. On this podcast, we talk about the entrepreneurial journey, from the inception of a business idea through to a wealth-focused exit. Today marks our third and final episode in a ‘book club’ series focused on transformative investment philosophies, joined by Alicia Castellino, Senior Relationship Manager at Dimensional Fund Advisors. We read "Trillions" by Robin Wigglesworth, a book that chronicles the revolutionary rise of index funds and ETFs, instruments that have reshaped the investment landscape. This narrative is a tale of fina...2024-08-1328 minThe Cash Rich Exit PodcastEP300 Celebrating Milestones with "A Random Walk Down Wall Street"Hello, Self Made Nation, and welcome back to The Cash Rich Exit Podcast. I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. As we celebrate our 300th episode today - a true milestone - I want to express my heartfelt gratitude to all of you for joining me on this journey. Your engagement and feedback have transformed this podcast into a beacon for entrepreneurs aiming for a prosperous and intentional business exit. A Cash Rich Exit! For this milestone episode we continue our focus on investment philosophy. I am joined by Alicia Castellino, Senio...2024-07-3034 minThe Cash Rich Exit PodcastEP299 The Importance of a Guiding Investment Philosophy (ft ‘The Intelligent Investor’ and Alicia Castelino)Welcome to The Cash Rich Exit Podcast, where we talk about the full spectrum of the entrepreneurial journey with a keen eye on successful, planned exits. I'm your host, Colleen O’Connell-Campbell, here to guide you through building a thriving business designed for a prosperous future. In today’s episode, I emphasize the importance of an investment philosophy as a cornerstone of financial success and stability. I'm joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We’re kicking off our book club trilogy by studying "The Intelli...2024-07-1627 minThe Cash Rich Exit PodcastEP298 Investment Philosophy 101 - A Summer Book ClubWelcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, here to guide ambitious entrepreneurs through the complexities of building a business designed for a prosperous and fulfilling exit. Today marks the beginning of a special series - our summer book club! 📚 The Summer's Reading List: Join me as we dive into three seminal books on investment that are cornerstone to any entrepreneur’s financial library. Whether you are a seasoned investor or just beginning to navigate the financial waters, these books promise to enrich your understanding and sharpen your investment acumen:2024-07-0205 minThe Cash Rich Exit PodcastEP297 Individual Pension Plans as a Path to Entrepreneurial SecurityWelcome to The Cash Rich Exit Podcast, where I, Colleen O’Connell-Campbell, guide you - ambitious CEOs, founders, and business owners - through critical entrepreneurial financial transitions. Today’s episode is especially important for those of you over the age of 40 with a significant T4 income, as we explore an exceptional tool for securing your financial future: the Individual Pension Plan (IPP). 🌟 Why Consider an IPP? The IPP offers a suite of benefits tailored for business owners aiming to maximize their retirement savings while minimizing taxes. I cover the breakdown in the episod...2024-06-1812 minThe Cash Rich Exit PodcastEP296 Nurturing your Agribusiness for a Prosperous FutureWelcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, and today, we're visiting the agribusiness world with Lisa Courtney Lloyd, Vice President of Business Development at Market Maker Agriculture. With her extensive background in corporate strategy and marketing, Lisa offers invaluable insights into navigating the complex landscape of mergers and acquisitions within the agribusiness sector. 🌱 Our Conversation Focuses On: 🌾 Exploring the unique challenges faced by agribusiness owners, especially those in family-run operations who may lack a succession plan. 📈 Understanding the importance of preserving legacy...2024-06-0434 minThe Cash Rich Exit PodcastEP295 Strategic Exit PlanningWelcome to The Cash Rich Exit Podcast. I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today's episode, my guest is Michael Black, a strategist and partner at Richter Consulting. Michael brings a wealth of experience in helping business owners strategically position their businesses for an optimal exit. Michael and I discuss: 🔖 Strategic Exit Planning - Michael shares his insights on how effective exit planning is not just a transaction but a strategic element of business management. 🌐 Long-Term Vision - Aligning personal and corporate goals with your exit str...2024-05-2137 minThe Cash Rich Exit PodcastEP294 Embracing Vulnerability in Leadership - A Path to Authentic StrengthWelcome to The Cash Rich Exit Podcast. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor. Today, dissecting an important question: Is vulnerability in leadership a weakness or a strength? 🔍 In This Episode: I discuss the profound impact that embracing vulnerability can have on leadership. Inspired by Susan Blain (my last guest; if you haven’t heard it, please hit play on Episode 293 first). Susan and her Dare to Be Vulnerable initiative gave me the inspiration for this episode, where I examine how showing our human side can actually be a strategic...2024-05-0713 minThe Cash Rich Exit PodcastEP293 The Power of Vulnerability in BusinessWelcome to The Cash Rich Exit Podcast, where we explore the full spectrum of the entrepreneurial journey, focusing on creating planned, prosperous exits. I’m your host, Colleen O’Connell-Campbell, here to guide you through the nuances of building a thriving business with an eye towards a future exit. 🎙️ In This Episode: Today, we are joined by Susan Blain, founder of the Dare to Be Vulnerable Project, which delves into the critical interplay between entrepreneurial success and mental wellbeing. In our discussion, we explore how embracing vulnerability can be a profound strength in...2024-04-2334 minThe Cash Rich Exit PodcastEP292 From Lens to Legacy - Crafting a Brand Beyond the IndividualWelcome to episode 292 of The Cash Rich Exit Podcast, with your host Colleen O’Connell-Campbell. Today, we dive into the intriguing intersection of art and commerce with our guest, Rémi Thériault, renowned photographer and the visionary behind the House of Common Studio. Rémi shares his unique journey from capturing evocative moments through his lens to establishing a brand that stands out in the creative industry. His approach to building a legacy that extends beyond personal fame to a collaborative and sustainable business model offers invaluable insights for entrepreneurs looking to blend artistic passio...2024-04-0934 minThe Cash Rich Exit PodcastEP291 Crafting Culinary Excellence🎧 Welcome to The Cash Rich Exit Podcast, where we explore the pathways to a successful and intentional business exit. I'm your host, Colleen O'Connell-Campbell, here to guide you through the journeys of top entrepreneurs. Today, we're joined by the remarkable Caroline Gosselin, a visionary in the Ottawa food and beverage industry. 🍽 In This Episode: You’ll discover Caroline Gosselin's journey from European adventures to pioneering Ottawa's culinary scene with establishments like Restaurant 18, Side Door, The Clarendon, and The Hyde. You’ll learn how Caroline's passion for travel and art inspi...2024-03-2627 minThe Cash Rich Exit PodcastEP290 Brewing a Non-Alcoholic Business Revolution🚀 Welcome to The Cash Rich Exit Podcast, where we delve into the journeys of entrepreneurs who are navigating the path to a successful, cash-rich exit. I'm Colleen O'Connell-Campbell, your host, and wealth advisor focussed on helping self-made millionaires make your legacy count. In this special episode, I sit down with Ted Fleming, the founder of Partake Brewing, a pioneer in the non-alcoholic beverage industry. Discover how Ted turned a personal health challenge into a thriving business that's changing how we think about beer and social inclusion. 🌿 In This Episode: Te...2024-03-1231 minThe Cash Rich Exit PodcastEP289 Building a business that changes the women’s sportswear story🎙️ Welcome to The Cash Rich Exit Podcast, where we delve into the stories of entrepreneurs crafting innovative solutions and building legacy businesses. I'm your host, Colleen O'Connell-Campbell, and today's episode features the inspiring journey of Alexandra Sanguins, the visionary behind Sarahband, a game-changing support system for active women. 🌟 In This Episode: 🏃♀️ Discover the inception of Sarahband and how Alexandra turned her personal struggle into a pioneering product in the women’s activewear category. 🚀 Learn about the design process, challenges, and triumphs in bringing Sarahband to market. 💡 Alexandra s...2024-02-2727 minThe Cash Rich Exit PodcastEP288 How to Craft an Epic, Legacy-Defining Business Exit🎙️ Welcome to The Cash Rich Exit Podcast with your host, Colleen O'Connell-Campbell. In this episode, Colleen dives deep into the heart of the entrepreneurial journey, likening it to a hero's tale of adventure, risk, and ultimate triumph. 🎧Press play on this episode to: 🚀 Explore the stages of the business journey, from the initial spark to the crescendo of exiting. 🛡️ Discover how to navigate your business saga with intention, facing dragons of risk and uncertainty with courage. 🎨 Learn the importance of crafting your legacy through a thoughtful, i...2024-02-1306 minThe Cash Rich Exit PodcastEP287 Building a Brand That Supports your Cash Rich Exit🎙️ Welcome to The Cash Rich Exit Podcast with your host, Colleen O'Connell-Campbell. In this episode, we're thrilled to welcome Laura Beauparlant, brand expert and founder of Lab Creative to talk about the value of branding in a business’ journey to an eventual exit. Inside the episode, Colleen and Laura discuss: 💼 The concept of legacy branding and its significance for entrepreneurs. 🤝 How branding can shape your business's future and prepare it for a successful exit. We share valuable insights on: 🎨 The importance of cre...2024-01-3036 minThe Cash Rich Exit PodcastEP286 The Art of Accounting for Small Businesses🎙️ Welcome to The Cash Rich Exit Podcast, with me, your host, Colleen O'Connell-Campbell. This episode I sit down with Sarwar Qureshi, a seasoned accountant and partner at Patterson and Company. Sarwar's journey in accounting and his passion for helping small businesses are worth your time. On the episode, we explore: 💼 Unique insights into the world of small business accounting, discussing the varied definitions and needs of 'small businesses' in the current economic landscape. 👥 The critical role of personalized client relationships in accounting and how it affects business continuity and...2024-01-1631 minThe Cash Rich Exit PodcastEP 285 A treasure trove of business brilliance from twelve titans🎉 Happy New Year, Self Made Nation! Welcome to the first episode of the year on The Cash Rich Exit Podcast. I'm your host, Colleen O'Connell-Campbell, and I'm thrilled to kick off the year with a special montage episode featuring ‘fun, frank advice’ from 12 business leaders who've graced our podcast in the past year. 🌟 🎙 In this episode, you'll hear a variety of wise words and actionable strategies that cover: 🧭 Trusting your instincts and embracing change. 👁️ The importance of keeping a keen eye on financials. 🤝 The value of community and shared experiences in...2024-01-0213 minThe Cash Rich Exit PodcastEP284 Capitalizing on growth for a cash rich exitWelcome to a new episode of The Cash Rich Exit Podcast, where host Colleen O'Connell-Campbell chats with Mark Lerohl, the visionary behind First Tracks Capital. This episode delves into the minds of investors and what they seek in companies, offering a unique viewpoint for business owners eyeing a prosperous exit. Here are some highlights you should expect - so hit play! 🤝 We explore the crucial elements that attract investors to potential acquisitions. Mark sheds light on the key factors that make a company an appealing target, providing valuable insights for business owner...2023-12-2023 minThe Cash Rich Exit PodcastEP 283 Maximizing Business ValuationWelcome to another insight-packed episode of The Cash Rich Exit Podcast. Today, our host Colleen O'Connell-Campbell is joined by Robert Bezede, Director of Corporate Finance at Norton McMullen. Together, they explore essential strategies for successful business exits. In this episode, you’ll hear: 📈 Timely Exit Strategies: Insights on exit planning for business owners, emphasizing starting early to implement a solid strategy. 👥 Lower Mid-Market Focus: Understanding the unique needs of businesses with annual profits between $1 million and $5 million. 💰 Valuation Essentials: Managing expectations around net after-tax gains...2023-12-0527 minThe Cash Rich Exit PodcastEP282 The Roadmap to a Successful M&A JourneyWelcome to the latest episode of the 'The Cash Rich Exit Podcast’, where we delve into the pivotal world of business valuation, mergers, and acquisitions. In this episode, our host, Colleen O'Connell-Campbell, is joined by the insightful Guylaine Ure from Sunbelt Business Brokers. Guylaine brings her extensive experience as a certified business intermediary and real estate agent, offering unique perspectives for small to mid-market M&A clients. On the episode, Colleen and Guylaine discuss: 🔍 The intricacies of business valuation and M&A from an expert's perspective. 💼 The priorities...2023-11-2128 minThe Cash Rich Exit PodcastEP281 Exiting Your Supply Chain Business (A Niche Perspective) On today's episode of The Cash Rich Exit Podcast, supply chain M&A expert Pete Stefanovich joins host Colleen O'Connell-Campbell for an in-depth discussion on exiting logistics businesses. 🚛 Pete's firm, Left Lane Associates, focuses exclusively on the logistics and transportation niche. They've completed 62 deals and counting since 2016. Listen to the episode to learn more about: 📉 What it means "de-risk" your business position as a seller (which may be due to terminal illness, partnership disputes, or economic conditions forcing a sale). ❌ The crucial importance of being realistic fr...2023-11-0729 minThe Cash Rich Exit PodcastEP280 Smart Strategies to Maximize Your Business SaleWelcome back to The Cash Rich Exit Podcast. I’m your host Colleen-O’Connell-Campbell. In today’s episode, I chat with Scott Duke. Scott is a serial entrepreneur who has started 11 companies, sat on 20 boards, and advised hundreds of businesses. He's here to share his tested exit strategy insights. Dive in for the scoop on how: ☀️ Running a business has exciting ups but also difficult downs. It takes time and effort to achieve over $1 million in revenue. 👨👩👦👦 Delegation and investing in your team is key to gaining freedom. It takes 3-7 years for most entrepreneurs to...2023-10-2438 minThe Cash Rich Exit PodcastEP279 Cashing Out: An Expert's Guide to Selling Your BusinessSelling your business can be complex, but the rewards of a lucrative exit make it well worth the effort. Jean-François Murphy has brokered over $2 billion in deals, and today he’s here to chat with host Colleen O’Connell-Campbell on The Cash Rich Exit Podcast. 🚀 Jean-François shares how his firm, Filiatrault, facilitates business sales through tailored approaches for each unique scenario. Selling a business is not a one-size-fits-all process. 💡 From financial services to dental clinics, they focus on small and medium businesses. Learn how each deal involves careful preparation like valuation...2023-10-1027 minThe Cash Rich Exit PodcastEP278 Introducing 'The Cash Rich Exit Podcast', your guide to intentional business exits🎤 Welcome to 'The Cash Rich Exit Podcast,' the next chapter of the 'I’m a Millionaire! So Now What?' podcast! I’m your host, Colleen O’Connell-Campbell, and here we’ll be diving deeper into helping business owners like you create cash-rich exits. 💪 Doubling Down on Wealth Building We're unapologetically focused on building wealth for business owners. If you're a part of the Self-Made Nation, this is your home for actionable insights. ❓ Intentional or Unintentional Exit? Every business owner will face an exit at some point. The question is, will...2023-09-2612 minThe Cash Rich Exit PodcastEP 277 Secrets of the Self-Made: investing lessons from classic books (and the final chapter)Welcome back to the podcast! I’m your host Colleen O'Connell-Campbell, and in this episode, I wrap up our summer book club series on investment philosophy. In this series, featuring guest Alicia Castelino in parts, we reviewed 3 classic books on investing: The Intelligent Investor, A Random Walk Down Wall Street, and Trillions. Tune in to refocus on investing principles to apply to your business including: 📈 Why you must view market pricing as an effective information processing system 🛑 The importance of staying away from trying to "time" the market through stock-pick...2023-09-1214 minThe Cash Rich Exit PodcastEP276 ‘Trillions’ made simple: demystifying Index Funds and ETFsWelcome back with the last episode of our book club trilogy on investment philosophy, here at the "I'm a Millionaire. So, Now What?" podcast. In this episode I am joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We bring you insights from the book Trillions by Robin Wigglesworth This is the TRUE story of “how a band of wall street renegades invented the index fund and forever changed finance forever” While that may sound like movie script, this books is one of the 3 foundational investing books I rec...2023-08-2925 minThe Cash Rich Exit PodcastEP275 Investment strategies that move from “Random Walk” to real resultsHello! I’m Colleen O'Connell-Campbell, back with another exciting episode of "I'm a Millionaire. So, Now What?" In this episode you’ll find the second installment 📚of our book club trilogy. In conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada, I bring you insights from "A Random Walk Down Wall Street" by Burton Malkiel. It’s one of the 3 foundational investing books I recommend all members of the Self-made Nation read as you define and execute your investment philosophy. Key takeaways: 📈 The "random walk" th...2023-08-1531 minThe Cash Rich Exit PodcastEP 274 Decoding 'The Intelligent Investor': why you need a clear investment philosophyWelcome to another exciting episode of "I'm a Millionaire. So, Now What?" with me, your host, Colleen O'Connell-Campbell. Here, I’m in conversation with Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. 📚 Kicking off our book club trilogy, we delve into "The Intelligent Investor - The Definitive Book on Value Investing" by Benjamin Graham. 📈 We explore the difference between investing and speculating, underlining the importance of a long-term game plan for investing. 💡 The key to a successful investment strategy is diversification...2023-08-0123 minThe Cash Rich Exit PodcastEP273 Breaking down the Pink Tax"I'm a millionaire. So, now what?" - the go-to podcast for entrepreneurs planning a cash-rich exit - is back! In this episode, I had an insightful chat with Janine Rogan. Janine is a Certified Professional Accountant (CPA), a seasoned TEDx speaker, and a renowned author. Her groundbreaking book, "Pink Tax," is a crucial exploration of the economic inequalities women face, and it is her research and insights from this book that we'll be delving into today. Beyond these roles, Janine is also the founder and CEO of the Wealth Building Academy Inc., an organization that's de...2023-07-1845 minThe Cash Rich Exit PodcastEP272 Harnessing artificial intelligence (AI) and content marketing for profitabilityWelcome back to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, I am excited to bring you my guest Susan Diaz, Founder and CEO of c+p digital. A content marketer and community builder, Susan is the author of “UNboring: take your content marketing from blah to brilliant”. She is currently in the process of defining the category of ‘AI agencies’ for founder-led brands. 🔍 This episode is the 3rd in my trio of conversations on remarkable marketing moves in a recession. The first was with Glenn Schmelzle, the Chief Data Analyst at th...2023-07-0433 minThe Cash Rich Exit PodcastEP271 A summer book club invitation - let’s dive into investment philosophyI welcome you back to the 🎙💫I’m a Millionaire! So Now What?💫🎙podcast. I’m your host, Colleen O'Connell-Campbell, and in this episode, I’m inviting you to talk Investment Philosophy 101 📖🎓 Listen to the episode as I introduce a virtual summer book club aimed at enriching our understanding of investment management. The Essential Reads 📘📙📗 Join me in reading the selected three books over the summer: 📘 The Intelligent Investor: The Definitive Book of Value Investing by Benjamin Graham 📙 A Random Walk Down Wall Street by Burton Malkiel 📗 Trillions by Robi...2023-06-2003 minThe Cash Rich Exit PodcastEP 270 Leveraging SEO and social media in a recessionI welcome you back to the 🎙💫“I’m a Millionaire! So Now What?”💫🎙podcast. In this episode, I’m in conversation with Brock Murray, COO and co-founder of seoplus+, about, you guessed it, SEO(!) - among other things. Brock and I discuss: 💎 The value of real-life experience when starting up a business. 📲 The Three Pillars of SEO - on-page elements, off-page signals, and technical components - and how to use them to form a strong foundation for your website's visibility and searchability. 💡 Digital Marketing...2023-06-0631 minThe Cash Rich Exit PodcastEP269 Decoding the impact of data on modern marketingWelcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 This week, we delve into the world of marketing data with Glenn Schmelzle, the founder and Chief Data Analyst at the Marketing What’s New agency. In this conversation, Glenn sheds light on: 📈 Understanding the art of marketing and creating a value exchange at scale. 💸 Discerning the intertwining relationship between marketing and sales in generating revenue. 🌐 Exploring the cost of acquiring clients and the evolution of e-commerce and subscription-based businesses in the digital age. 📊 Analyzing the power and potential misuse of...2023-05-2333 minThe Cash Rich Exit PodcastEP268 Why trust is at the heart of leadershipWelcome back to 🎙💫 "I'm a Millionaire! So Now What?" 💫🎙 Our distinguished guest this week is Lisa Anna Palmer, founder and CEO of the Light Your Leadership Institute, and author of "Light a Fire in their Hearts: The Truth about Leadership." Lisa dives deep into the nuances of leadership, management, and the crucial role trust plays in fostering growth and success within your organization. In my insightful conversation with Lisa, you'll discover: 🔥 The critical differences between leadership and management, and how understanding both can empower your team 🌱 The concept of vertical le...2023-05-0944 minThe Cash Rich Exit PodcastEP 267 Building trust in businessWelcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙My guest on the microphone this week is Natalie Oldfield, a renowned thought leader on trust and the author of "The Power of Trust". Natalie shares with us, Self-made Nation, her expertise and strategies to help you strengthen your relationships with your customers and colleagues. In my conversation with Natalie, you’ll learn: The importance of trust, integrity, and delivering on expectations in business ✅ What the journey to becoming a specialist in a field as deep as trust looks like 👩💼 The Client Trust Index: what...2023-04-2536 minThe Cash Rich Exit PodcastEP266 The link between serial entrepreneurship and fear of rejectionWelcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 the podcast in which we celebrate unapologetic wealth creation through business. Today, my return guest on the podcast is Nicole Laframboise, who became an entrepreneur with her first business at 12, when she started fabricating ski hats. Since then Nicole has been a serial entrepreneur with huge wisdom to impart. In my conversation with Nicole, you’ll learn: Why Nicole says: “being naive has gotten me into some very interesting situations and I've grown from all of them” How internet issues at her...2023-04-1145 minThe Cash Rich Exit PodcastEP265 The resilience of entrepreneursWelcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 Today, my return guest on the podcast is Karla Briones, a Mexican-Canadian immigrant to Canada, who thrives on leveraging her personal experience and empathy to support BIPOC and underrepresented entrepreneurs in the country. An entrepreneur and consultant with an undeniable passion for helping people and scaling a thriving business, Karla is a pleasure to hear from. In this episode we talk about the resilience of entrepreneurs: How COVID and the pandemic has been the equalizer for many resilient businesses, including Karla’s own The importanc...2023-03-2846 minThe Cash Rich Exit PodcastEP264 It can be as bad as you think it's going to beWelcome back to 🎙I'm a Millionaire! So Now What?🎙 I'm your host Colleen O'Connell Campbell, and this week, I am in conversation with Angela Sutcliffe, fellow Ottawa-based advisor to small business on proven strategies to make their businesses successful by fostering a leadership mindset that's needed to navigate growth. Angela and I chat about: ✅ The coaching environment and why entrepreneurs need to focus on mindset ✅ What are some foundational things businesses should do during a recession? ✅ Fun, frank advice from Angela You’ll fi...2023-03-1448 minThe Cash Rich Exit PodcastEP263 The importance of safe workplaces in a recessionWelcome back to 🎙I'm a Millionaire! So Now What?🎙 I'm your host Colleen O'Connell Campbell, in conversation with Karen Brownrigg, founder and CEO of iHR Advisory Services, a firm that provides customized solutions to challenging HR situations by equipping leaders with the tools necessary to create a positive work climate conducive to high performance teams. They specialize in three areas, intelligent HR and business strategies, innovative executive coaching programs, and insightful human resourcefulness. Karen and I chat about: ✅ How to transition from the corporate world to actually creating you...2023-02-2850 minThe Cash Rich Exit PodcastEP262 Where is the opportunity in economic turbulence?Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 I'm your host, Colleen O'Connell, and in this episode, I’ll dive deep into how the terminology around us like ‘recession’ and ‘inflation’ relate to us as business owners, and how that ultimately affects market economics. Listen to learn 👇 What inflation is; and how should you prepare for it? What is a recession? And how do you survive and thrive through one as a business owner that plans a cash-rich exit from your business one day? Examples of opportunities that you can foc...2023-02-1408 minThe Cash Rich Exit PodcastEP261 How to reverse engineer a cash-rich exit from your businessWelcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell-Campbell, and on this podcast, you'll find inspirational stories, practical strategies, and fun, frank advice from diverse business minds! In this episode, I dive deep into the idea of reverse engineering your path to financial freedom as a business owner. I discuss how to plan your cash-rich exit 3-10 years ahead of when you need to. Listen to learn how to: 📝Build and scale your business with a cash rich exit in mi...2023-01-3107 min
Your Brilliant Difference Podcast with Finka Jerkovic: Personal Branding for Career AdvancementMaking money is a good thing with Colleen O’Connell-CampbellWelcome to episode 91. In today's episode, I have Colleen O'Connell-Campbell joining me. Colleen O'Connell-Campbell, lead of O'Connell-Campbell Wealth Management at RBC Dominion Securities. Colleen specializes in building and strategizing financial plans that optimize how entrepreneurs, self-made millionaires, & wealthy families spend save, and share their wealth. She’s the host of the podcast ‘I’m a millionaire so now what?’ and publishes a weekly blog and speaks regularly as an expert in areas relating to wealth management and entrepreneurship. Colleen is on a mission to double the number of self-made millionaires in Canada by 2030 and believes that wealth is a beau...2022-12-2747 minThe Cash Rich Exit PodcastEP256 Strategies for ‘selling from love’Welcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell-Campbell, and today I welcome Finka Jerkovic, passionate sales practitioner and author. A much needed skill for the Self-made Nation as we navigate a recession. Finka is the author of “Sell From Love” in which she presents a three-step framework built on authenticity, empathy, and purpose. A call to shift from transactional to transformational selling. Finka and I dive into: 📝The concept of “Brilliant Difference” 📝How to move from a place in which you are se...2022-12-1340 minThe Cash Rich Exit PodcastEP255 6 key ratios to track for a cash-rich exit in your businessHello and welcome to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, let’s talk about what other metrics matter. In this episode you’ll find: 📝Why ‘Revenue is vanity, Profit is sanity, and cash flow is sovereignty’ 📝Why metrics matter for entrepreneurs 📝The Six Metric to start tracking in your business now to start building value There’s so much more to the podcast. Have a listen! 🎧 If you’re looking for more information on tax and financ...2022-12-0811 min
AI Literacy for EntrepreneursEP185 The importance of repurposing content in a recession with Colleen O’Connell-CampbellWelcome back to The 4am Report! Today host, Susan Diaz, is in conversation with Colleen O'Connell-Campbell, Wealth Advisor to entrepreneurs looking for a cash-rich exit. They’re walking you through how to approach marketing during a recession. Susan and Colleen focus on: 📝 The impact of a recession on Marketing Strategy and why you need to focus on profitability and cash flow 📝 The benefits of proactively making smart cuts to your budget during a recession 📝 The importance of niching down, to narrow your Target Market and focus deeply 📝 The benefits of a Content Au...2022-12-0727 minThe Cash Rich Exit PodcastEP254 Five small business tax planning strategies for the year-endHello and welcome to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, let’s talk about year-end tax strategies! In this episode you’ll find: 📝 The importance of turning obstacles (like taxes) into opportunities (like proactive tax planning). 📝 How to use an individual pension plan (IPP) in your business. 📝 The benefit of paying pending salaries before the year-end. 📝 Ways to declare bonuses and repay shareholder loans before your year-end. 📝 How to consider purchasing assets for your business for tax benefits. 2022-11-2912 minThe Cash Rich Exit PodcastEP253 Make your marketing dollars go further in a recessionWelcome back to “I’m a Millionaire! So, now what?” with me, your host, Colleen O'Connell-Campbell. Today, I am joined by Susan Diaz, Founder and CEO of c+p digital. Susan is a podcaster, and author of UNboring: take your content marketing from blah to brilliant. In this conversation we discuss how to approach marketing during a recession. 📝 The impact of a recession on Marketing Strategy 📝 The benefits of proactively making smart cuts to your budget during a recession 📝 The importance of niching down, to narrow your Target Market and...2022-11-1528 minThe Cash Rich Exit PodcastEP252 How the law is tool for building entrepreneurial wealthWelcome back to “I’m a Millionaire! So, now what?” I'm your host, Colleen O'Connell, Campbell, and in this podcast, you'll find inspirational stories, practical strategies and fun, frank advice from diverse business minds! Today I have a wonderful new guest - Andrea Henry, Partner at Henry Brooks Law. She's a Cambridge educated lawyer, entrepreneur, mom of three, and cancer survivor. She supports business owners, especially service oriented businesses, in creating their corporate structures and assists in their scaling plans. Andrea and I dive into: 📝How she knowledge tra...2022-11-1527 minThe Cash Rich Exit PodcastEP248 The effects of ‘Monopoly Control’ on the value of your businessWelcome back to “I’m a Millionaire! So, now what?”, where we continue our journey into building value in your business. Over the past 2 months, we have elevated the conversations around here (pun intended!) to focus on the drivers of company value using the Value Builder System as our framework. And today we're talking about monopoly control. Joining me for the last time on this masterclass series, is Louise Motuzas, Co-founder of Thrive Business Consulting, and an accredited exit planner. Louise and I dig into: 📝 The definitions and effects...2022-10-1824 minThe Cash Rich Exit PodcastEP247 How the ‘Switzerland Structure’ works in business valuationWelcome back to “I’m a Millionaire! So Now What?”, where we continue our journey into building value in your business. I sat down with Louise Motuzas, Co-founder of Thrive Business Consulting, and an accredited exit planner, to explore the drivers of building value in your business. And today we want to bring you the nuances of a term you minimally known in business (outside of the financial industry): “The Switzerland Structure”. Louise and I deconstruct the topic 📝👇 What is “The Switzerland Structure” when it comes to business? Spoiler...2022-10-1114 minThe Cash Rich Exit PodcastEP246 How to take feedback from your customersWelcome back to “I’m a Millionaire! So Now What?”. You’ve found us in the midst of our Value Builder Masterclass for entrepreneurs looking to make a cash-exit from their business in 5-10 years. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, and an accredited exit planner to explore the drivers of building value in your business. On the docket today is the vital topic of customer satisfaction. Louise and I chat about: 📝 The importance of asking your customer for feedback about your business and usi...2022-10-0417 minThe Cash Rich Exit PodcastEP245 Growth potential as a driver of value for your businessToday on “I’m a Millionaire! So Now What?”, we continue our Value Builder Masterclass for entrepreneurs looking to make a cash-exit from their business in 5-10 years. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, and an accredited exit planner to explore the drivers of building value in your business. Today, we specifically dissect growth potential. Louise and I chat about: 📝 The unexpected benefits that COVID brought to people's businesses. 📝 If you’re selling your business, why it’s important to spend time looking for the right buyer.2022-09-2714 minThe Cash Rich Exit PodcastEP244 How to reduce the dependency of a company on its ownerWelcome back! You’re joining us on “I’m a Millionaire! So, now what?” in the middle of our masterclass series on building value in your business. Today, I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into the issue of dependency between a business and its owner. The more dependent your company is on you, as the owner, the less valuable it is to somebody else. How can you reduce dependency and increase your value and your freedom? We have a few ideas 👇...2022-09-2020 minThe Cash Rich Exit PodcastEP243 The three financial drivers that determine the value of your businessWelcome back to “I’m a Millionaire! So, now what?”, where we continue our journey into building value in your business. Today, let's talk about three financial drivers of a company's worth that will ultimately drive the value of your business if you want a cash-rich exit in 5-10 years. The three financial drivers of business value are: 📝 Your financial performance 📝 The quality of your revenue 📝 And cash flow sovereignty In this episode I deconstruct how to dive into your business financials to ensure you are on...2022-09-1315 minThe Cash Rich Exit PodcastEP242 Do you know the value of your business?Today on “I’m a Millionaire! So, now what?” I bring you back with me in our masterclass series on building value in your business. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into: 📝 Why you need to know what your business is worth. 📝 Why business owners decide to sell to third parties 📝 The importance of the customers in the ‘value builder’ program. There’s so much more to the podcast. Have a listen! 🎧 If you like what you’re hearing...2022-09-0625 minThe Cash Rich Exit PodcastEP 241 Why 70% of businesses that want to sell will not sellWelcome back to “I’m a Millionaire! So, now what?” This week we’re continuing our masterclass series on building value in your business. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into: 📝 Why all enterprises owners will eventually need exit and how planning is key 📝 The importance of creating liquidity and transferability in your business 📝 Staying committed to your business goal of freedom and avoiding building a prison for yourself as a business owner There’s so much more...2022-08-3014 minThe Cash Rich Exit PodcastEP240 Committing to building value in your businessToday on “I’m a Millionaire! So, now what?” We kick off a masterclass series on building value in your business. Every business owner will exit their business. The question is, will it be on purpose or by accident? Unless a business goes bankrupt, there's a death, a disability, or an alternate outcome that is entirely out of your control, it is necessary to put some intentionally into your business exit plan. 📝 Will you transition your business to the next generation within the family? 📝 Will you sell your business? ...2022-08-2306 minThe Cash Rich Exit PodcastThe business of buying and selling businessesToday on “I’m a Millionaire! So Now What?”, please welcome Christopher Jadhav, a business intermediary at Sunbelt Business Brokers. Christopher works with lower mid-market M&A clients and is a subject matter expert on investment in business immigration to Canada. He works extensively with domestic and international buyers. In this episode, Christopher and I dive into: 📝 What a business broker is 📝 The secrets of selling your business 📝 Fun, frank advice from Christopher Jadhav There’s so much more to the podcast. Have a listen! 🎧 2022-08-1626 minThe Cash Rich Exit PodcastEP238 Resources to support a journey into EOSHello, listener! On this episode of “I’m a Millionaire! So Now What?”, we’re finishing out a 5-part series that dives in-depth into “The EOS Way” (Entrepreneurial Operating System). My guest for the series has been Scott Morin, owner and lead consultant of Bytown Ventures. In this concluding episode, you’ll find the following: 📝Additional resources for people who like to read - to support your exploration into the EOS way 📝 Why I focussed on EOS ((Entrepreneurial Operating System) and some core fundamentals to take with you 📝 An invitation to “E...2022-08-0909 minThe Cash Rich Exit PodcastEP237 The importance of solving problems effectivelyWelcome back “I’m a Millionaire! So Now What?”! You’ve found us at part 4 of 5 in our mini series that covers “The EOS Way” (Entrepreneurial Operating System). Scott Morin, owner and lead consultant of Bytown Ventures, returns to dive into: 📝 How to solve problems effectively 📝 What is “The issue solving track” 📝 Fun, Frank advice for life and the EOS way! There’s so much more to the podcast. Have a listen! 🎧And, If you like what you’re hearing, please drop me a 5 star rating. 2022-08-0250 minThe Cash Rich Exit PodcastEP236 Vulnerability, vision, and the EOS wayToday on “I’m a Millionaire! So Now What?”, we continue our mini series that covers “The EOS Way” (Entrepreneurial Operating System). This is part 3 of the mini series, if you missed the first two, please listen to the two previous episodes first (234 and 235). Now, say hello again to Scott Morin, owner and lead consultant of Bytown Ventures. In this episode, Scott and I dive into: 📝 Why vulnerability is key to making better decisions 📝 The first step to bringing an EOS framework together for your business 📝...2022-07-2637 minThe Cash Rich Exit PodcastEP235 How the ‘Entrepreneurial Operating System’ works with Scott MorinToday on “I’m a Millionaire! So Now What?” we continue our mini series that covers “The EOS Way” (Entrepreneurial Operating System). Scott Morin, owner and lead consultant of Bytown Ventures joins me to talk about how the EOS system can benefit your business. Scott and I dive into: 📝 Identifying key businesses pain points 📝Why organizations must not be completely reliant on the founder of the business 📝 “Evolution versus revolution” in the growth of organizations (a term from Dr Larry Greiner) 📝 Fun and Frank advice from Scott Morin 2022-07-1942 minThe Cash Rich Exit PodcastEP234 Feeling frustrated in your business is a sign with Scott MorinToday on “I’m a Millionaire! So Now What?” we kick off a mini series that covers “The EOS Way” (Entrepreneurial Operating System) and I invite you to join me and my guest, Scott Morin, owner and lead consultant of Bytown Ventures. We will share with you a few conversations around the EOS system and how it can benefit your business. Also in today’s episode, I invite you behind the scenes as we bring back “Elevated Conversations” with me, Colleen O'Connell Campbell, a roundtable mastermind for co-founders and business owners who want a cash rich exit in the...2022-07-1209 minThe Cash Rich Exit PodcastEP233 Building personal wealth via real estate for womenToday on “I’m a Millionaire! So Now What?”, say hello to Jennifer McGahan, the mastermind behind WIREInvestment. A leading business woman and finalist of the Business Woman of the Year award in 2018, Jennifer's mandate has always been to work and collaborate with women. It was during her time in her interior design business that she noticed a lack of female representation in the real estate investment world, as well as underrepresentation in construction, property development, and private lending. Jennifer founded WIREInvestment Corp. in 2019, with the intent to create wealth and opportunity for female investors. In this...2022-07-0533 minThe Cash Rich Exit PodcastEP232 Running films like corporationsToday on ‘I'm a Millionaire! So Now What?”, say hello to Sergio Navarretta, an internationally recognized, award-winning director who is fiercely passionate about bringing meaningful content to the screen. He draws inspiration from Italian neorealism and considers his work an exploration of the human condition. Navarretta made his directorial debut with “Looking for Angelina”, a true crime feature that tells the story of one of the most sensational murder cases in North American history. Sergio and I dive into: 📝 Signing up for the creative process 📝 Putting business f...2022-06-2839 minThe Cash Rich Exit PodcastEP231 The unfailing value of creativity and strategic thinkingToday on “I’m a Millionaire! So Now What?” Say hello to Rebecca Herr, the mastermind behind LeFace, a brand-community firm. They are an entertainment marketing agency that creates meaningful connections with fans through creativity and popular culture. They monetize through sponsorship, partnership strategy and activation, experiential delivery, earned social media, creative content, and influencer marketing. Rebecca has over 20 years of marketing and communications experience in the film and television industry including 15 years as a Marketing Executive at Shaftesbury. Fun fact: she has done some stand up comedy and hosted a show! Rebecca and I dive in...2022-06-2131 minThe Cash Rich Exit PodcastEP230 The rippling DNA of an inclusive businessToday on I’m a Millionaire! So Now What?”, say hello to Elisabeth Burrow, the mastermind and Chief Nut Roaster behind Jewels Under the Kilt, an agri-distribution business. They grow and roast nuts on a farm outside Fergus, Ontario, and distribute their product across Canada. It all started in 2010 when she and her partner bought a 90 acre farm in Fergus. And within a few years, they started to roast nuts, grow more nuts, and package it up and put it on your table. Elisabeth and I dive into: 📝 How she and her partne...2022-06-1447 minThe Cash Rich Exit PodcastWhat a TikTokker can teach you about simplifying taxesToday on “I’m a Millionaire! So Now What?”, say hello to Melissa Silber, a CPA who spent 15 years in corporate finance before leaving that corporate world to start her own CPA firm. She's passionate about educating entrepreneurs about business finance and taxes. Melissa and I dive into: 📝 How a strong hashtag led to a finance program name for her business 📝 What brought her to Tik Tok, and what she learns and shares there to increase her network 📝 HowTik Tok led to a whole new service-oriented business 📝 The grey a...2022-06-0749 minThe Cash Rich Exit PodcastStop being afraid of your numbersToday on “I’m a Millionaire! So Now What?”, say hello to Andrew Bailes. He is a fractional CPA and founder of Hertford Advisors, and has been a CFO since 2006. He has extensive experience in telecoms, logistics, manufacturing, among others, managing finance, legal, and HR operations. Andrew and I dive into: 📝 What commonly stops business from growing? 📝 The value of bookkeeping in business 📝 Why business owners need to work on becoming unafraid of numbers 📝 Fun, frank advice from Andrew Bailes, fractional CFO There’s so much more...2022-05-3136 minThe Cash Rich Exit PodcastHow to do what you loveBack in November, I spoke to Kris McCarthy, Co-Founder/COO of FanSaves, whom you heard from again the past couple of weeks. And I wanted to expand that conversation. This week on “I’m a Millionaire! So Now What?” I talk to the brain power behind the sports-focused mobile couponing app. This is Shannon Ferguson, FanSaves’ Co-Founder & CEO. Also a (former) competitive hockey player. With her partner, Kris McCarthy, she paired her love of hockey (and sports in general) as well as her passion for sponsorship sales and digital marketing and helped launc...2022-05-2439 min
The Alpha Female PodcastAF 205: Wealth Advisor and Podcast Host Colleen O'Connell-CampbellRobyn talks to Colleen O'Connell-Campbell about financial wealth and how she helps guide her clients.
Colleen O'Connell-Campbell, lead of O'Connell-Campbell Wealth Management at RBC Dominion Securities, was born and raised in the Ottawa Valley. She is a married mother of two young adults. Caring deeply about her community, she is actively involved in local causes highlighted by her involvement in mental health advocacy and fundraising.
Colleen embarked on her professional journey while still in University working the weekend shift, as a teller, beginning in 1994. Shortly after earning her B.Com. (Honours) from Carleton University in 1996, Co...2021-10-301h 09
The Road to SevenSelf-Made Millionaires with Colleen O’Connell Campbell“I truly believe that the engine of our economy is business owners.”- Colleen O'Connell-CampbellColleen O'Connell-Campbell is used to being the only woman in the room, she understands the challenges that women entrepreneurs often face. She’s also on a mission to double the numbers of self-made millionaires in Canada, so you’ll definitely want to hear her advice for entrepreneurs on the road to seven and give her a follow!Despite being a success in her field, Colleen still regularly experiences microaggressions. “Only about 15-16% of wealth advisors (in Canada at least) in...2021-10-1236 minAI Literacy for Entrepreneurs#107 - Behind the scenes: Building a podcast flywheel for small businesses with Colleen O'Connell-CampbellPrepare to be wowed by this episode of 🎙The 4 AM Report! 🎙 where we talk to Colleen O’Connell-Campbell about the top four benefits of outsourcing to a fractional marketing team – and how this affected her podcast flywheel: ☸Management becomes easy-peasy lemon squeezy (because you have consolidated marketing support with a team of people to help keep you on track) ☸ You can uplevel your marketing with some helpful, strategic pushes in the right direction ☸ There’s no way that you won’t hold yourself/be accountable because everything is structured and focused ☸ Systems become efficien...2021-06-1729 minAI Literacy for EntrepreneursFinding your space to double down with Colleen O'Connell-CampbellWelcome to part two of our cracking double header week – it’s The 4 AM Report! With Covid-19 gallivanting around the world causing no amount of uncertainty and economic chaos, we’re shifting gears here and being proactive with our content! This week we’ve brought you two brilliant financial minds to share their thoughts for business owner and entrepreneurs on staying fiscally solvent throughout this crazy crisis! If you missed part one, you can check it out here. Today’s guest is Colleen O'Connell-Campbell, lead of O'Connell-Campbell Wealth Management at RBC Dominion securities. We’re talki...2020-04-0223 min
Young Money with Tracey BissettEP065 Colleen O'Connell-Campbell shares lessons learned from I'm a Millionaire! So Now What?Colleen O’Connell-Campbell is the lead of O’Connell-Campbell Wealth Management at RBC Dominion Securities Inc. She specializes in creating financial plans and strategies for wealthy families, self-made millionaires, and entrepreneurs spend, save and share their wealth. Colleen is the host of the podcast I’m a Millionaire! So Now What? She has a Bachelor of Commerce from Carleton University and has worked in banking and financial planning since 1994. Colleen is a mother of two and is passionate about local causes and her community. Colleen joins me today to share how she is helping families find fin...2019-01-1533 min