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The Cash Rich Exit PodcastThe Cash Rich Exit PodcastEP326 Identity, Reinvention and Entrepreneurial GritIn this candid and energizing episode of ‘The Cash Rich Exit Podcast’, host Colleen O’Connell-Campbell sits down with author, educator, and tech entrepreneur Dr. Lindy Ledohowski. From academia to publishing to leading a fast-scaling SaaS platform, Lindy shares her story of transformation and what it really takes to walk away from one professional identity to build another.   Together, they dig into what motivates bold career pivots, the value of knowing your numbers (and knowing your worth), and how to preserve optionality - especially as a woman founder in Canada.   🔑 Key Highlights2025-07-291h 03The Cash Rich Exit PodcastThe 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 Reiki Lifestyle PodcastThe Reiki Lifestyle PodcastGuest Taylor Ann Norris | Holy Fire III/World Peace Karuna Reiki® MasterTaylor Ann Norris, M.S. is a Holy Fire III/World Peace Karuna Reiki® Master specializing in channeled Reiki Journeys. Taylor is also a passionate astrologer and draws from an array of astrological traditions, including galactic astrology, fixed star astrology, humanistic astrology, evolutionary astrology, esoteric astrology, medical astrology, and Jyotish. She integrates advanced Reiki techniques, channeling, and intuition into her Galactic Astrology Soul Readings for clients' healing, guidance, and empowerment.  Taylor teaches classes that combine the infinite healing of Reiki journeys with the divine timing and wisdom of astrology to assist spiritual seekers an...2025-07-071h 42The Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 Bold Business Podcast with Rachel StarThe Bold Business Podcast with Rachel Star36: Somatic healing and your emotional wellbeing with Colleen Nelson, trauma therapist and embodiment coachBuzzwords like “somatic”, “healing”, “emotional alchemy” and “trauma-informed” are everywhere in the coaching and personal development worlds….but what do they really mean? How can these tools and concepts support busy and ambitious entrepreneurs and business owners that just want their work to be successful? Trauma therapist and embodiment coach, Colleen Nelson is our guest on this episode to share with us the real meaning behind these concepts, what mistakes to avoid when entering deeper emotional healing work, and how to get started with somatic healing and emotional alchemy right away..Wellbeing is our theme for this Pisces season and...2025-02-2854 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 minNavigate With Us - The Navigate With Colleen And Nate Travel PodcastNavigate With Us - The Navigate With Colleen And Nate Travel PodcastUnveiling the Best Travel Deals of the Year: You Won't Believe Your Eyes!Join us on a new adventure! In this episode of Navigate with Us, we're diving into the exciting world of cruising! We'll share the details of our latest booking on Royal Caribbean's Star of the Seas. Get ready to explore stunning destinations and indulge in luxurious amenities. But that's not all! We're also taking a peek into the future of Alaskan cruises. Discover two new cruise lines that are set to sail the breathtaking waters of Alaska in 2026. Finally, we'll guide you through the best travel deals for the upcoming holiday season. From Black Friday to Cyber Monday and...2024-11-1234 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 minEmbrace the SquiggleEmbrace the SquiggleDiscovering Your Career North Star with Betty Rhoades, CEO of She Speaks Coaching & ConsultingThis week on Embrace the Squiggle, Colleen and Kristine dive into an insightful conversation with Betty Rhodes, founder and CEO of She Speaks Coaching & Consulting.Betty shares her journey from law school to nearly two decades in public service, and eventually into the world of wine as a Certified Sommelier. They discuss the importance of clear communication from leaders in organizations, navigating career pivots, and blending seemingly disparate interests into a cohesive professional path.Tune in for actionable tips on using critical thinking, the value of strategic planning, and finding your North Star in both...2024-08-2148 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 minSales Leadership AwakeningSales Leadership AwakeningHow to become a STAR Sales Leader💡 In this episode of the Sales Leadership Awakening Podcast, Margo Edris, Regional VP of Sales at Salesforce, shares insights on handling tough moments with grace, emphasizing the importance of staying calm to maintain respect and support. She also discusses the role of preparation in coaching conversations and incorporating fun into the workplace to boost morale. 💡She also shares her thoughts about women in male-dominated fields on adapting communication styles and stresses showing up as the best version of oneself to build trust and foster success. By bringing unique personality and strengths to the table, individuals can connect meanin...2024-05-1624 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 minBeyond the HabitBeyond the HabitFinding God in All StoriesIn this episode, Sisters Erin and Colleen interview Eric Clayton, author of the books Cannonball Moments: Telling Your Story, Deepening Your Faith and My Life with the Jedi: The Spirituality of Star Wars. They talk about what cannonball moments can look like, the importance of each of our own stories,  and finding God in media, from Star Wars to Ted Lasso. Listen today! Resources:Find Eric's Books Here.Learn More About Eric Here.2024-03-1249 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 minVegas Hockey GirlsVegas Hockey GirlsOilers have a new owner: Adin HillThe House always Wins! Wow, did you see that game? We ended the Oilers 16 game winning streak by beating them in the fortress last knight 3-1! Big game for Adin Hill, the #1 Star of the Knight! So many new events y’all: Meet Will Carrier & Keegan Kolesar! Ladies of the NHL Spring Retreat; Shoe Drive; Star Wars Knight with the HSK and more! Listen Now! Vegas Hockey Girls Podcast is created and recorded by hockey loving sisters Colleen and Mandy. The girls team up in their hometown of Las Vegas, NV and attend as many hockey games as possible! They we...2024-02-0815 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 minImposter SistersImposter SistersS2 - Episode 9 - Alicia Simms - Have Trailer Will TravelIf you attended “The Imposter Roster”, our live podcast and networking event, you know that Alicia Simms is a ROCK STAR!Alicia is the Founder and CEO of Rolling Sea Tattooery, Truro Buzz Media and Promotions, and Secret Nova Scotia. She and her husband, Tyson, are also co-producers and hosts of Trailer Travels on Eastlink Community TV.In this episode we chat about Alicia’s business endeavours, her life in Truro, and how she’s currently living in an airstream trailer with plans for hitting the road!As a SuperHuman and Perfectionist, Alicia talks ab...2024-01-161h 03The Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 minNavigate With Us - The Navigate With Colleen And Nate Travel PodcastNavigate With Us - The Navigate With Colleen And Nate Travel PodcastStar of the Seas, World Cruise In Jeopardy, and More Carnival Drama!This week on Navigate With Us, we discuss the worst cruise ship name ever, a world cruise whose maiden voyages looks like it is in trouble, and Carnival's alleged negligence. First, we debate whether Royal Caribbean's Star of the Seas is the worst cruise ship name ever. Some people think it's a beautiful name, while others think it's cheesy and uninspired. What do you think? Next, we talk about a world cruise that looks unlikely to set sail on-time, possibly leaving passengers out hundreds of thousands of dollars. We discuss the reasons for the delay. Finally, we discuss Carnival...2023-10-0924 minThe Cash Rich Exit PodcastThe 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 PodcastThe 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 PodcastThe 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 PodcastThe 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 minEverything is TragicEverything is Tragicwe’re back baby!! My bathroom flooded, entering my reality tv era, my obsession with target shopping tiktoks, and colleen ballingerI'm finally back and ready to vent to my mic. Instead of focusing on just one topic per episode, I think speaking on random things in one episode is more entertaining so I hope you guys like this format much more. the episode with the video is available on my YouTube channel (Hillary Star) 2023-07-071h 00The Cash Rich Exit PodcastThe 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 min