The Cash Rich Exit podcast

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تمت الإضافة منذ قبل seven عام

المحتوى المقدم من Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Colleen O'Connell-Campbell, Colleen O’Connell-Campbell, and Wealth Advisor at RBC Dominion Securities أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Grown-Up Stuff: How to Adult

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Favorite Grown-Up Moments from Season 3 40:54

منذ 15 weeks40:54

التشغيل لاحقا

قوائم

إعجاب

احب

40:54

Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…

The Cash Rich Exit Podcast

منزل السلاسل•Feed

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

100 حلقات

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

The Cash Rich Exit Podcast

updated منذ 11 يومًا

منزل السلاسل•Feed

100 حلقات

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

All episodes

1
EP327 Rethinking Succession - Why Employee Ownership Might Be your Legacy Move 25:06

منذ 11 يومًا25:06

25:06

With over $2 trillion in business assets at stake and 91% of Canadian business owners without a succession plan, we’re facing a real crisis. In this episode, host Colleen O’Connell-Campbell chats with Charlie Iscoe, whose venture - CommonShares - is flipping the script on business exits. Charlie brings Wall Street investment experience and a mission to keep Canadian businesses local by transitioning ownership to employees. He explains how their model allows retiring owners to receive fair market value while protecting their teams and communities. If you’re a founder who says, “I’ll deal with it eventually” - this episode is your wake-up call. 🔑 Key Highlights The succession gap in Canada: 91% of business owners have no plan in place. The CommonShares model: Founders get paid a fair price, and ownership transitions gradually to employees. Why it matters: Preserves legacy, protects jobs, and keeps Canadian companies Canadian. Types of businesses they acquire: Light manufacturing, professional services (architecture, engineering, accounting), property services, etc. The people factor: How a bench of 100+ operators helps ensure continuity post-exit. What founders can do now: Start documenting what matters - financial goals, legacy values, level of future involvement. 💬 Fun, Frank Advice from Charlie “If you’re listening to this, it’s probably because you’ve built something remarkable. So don’t let your exit be an afterthought. Take time. Get it right. This isn’t just a transaction - it’s your legacy.” Want to explore your own succession plan? Colleen offers a complimentary 1:1 Wealth Gap Analysis - to bridge the gap between your business success and personal financial freedom. 👉 Connect on LinkedIn - Colleen O’Connell-Campbell - or email to book your session. 📝 Enjoying the podcast? Help us grow! Leave a 5-star rating and a short review. Every review helps more entrepreneurs find us. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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EP326 Identity, Reinvention and Entrepreneurial Grit 1:03:45

منذ 25 يومًا1:03:45

1:03:45

In 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 Highlights Why letting go of sunk cost thinking opened up a path from tenured professor to successful startup founder What women entrepreneurs need to know about being acquisition-ready - even if they aren’t looking to sell yet The importance of shared values between co-founders when building something high-growth and high-impact The role of structure, scale, and strategy in creative and academic transitions to tech Lindy’s fun frank advice on knowing when it’s time to move on - and why you don’t need to apologize for growing beyond a role, title, or institution Dr. Lindy Ledohowski is the co-founder and CEO of EssayJack, an edtech company acquired by Wizeprep. She’s also a published author, former professor, and fierce advocate for equity in entrepreneurship. 🔗 Connect with Dr Lindy on LinkedIn: Dr. Lindy Ledohowski 📩 Want to unlock the next chapter of your business story? Book your complimentary 1:1 Wealth Gap Analysis with Colleen O’Connell-Campbell to explore how to turn business success into personal financial freedom. DM Colleen O’Connell-Campbell on LinkedIn or visit colleenoconnellcampbell.com ⭐️ Enjoying the podcast? Leave a quick 5-star rating and review. Your feedback helps more ambitious founders discover these powerful conversations. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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EP325 A Scenic Exit - How Peter Deitz Turned an Eight-Year Journey into Shared Prosperity 33:34

منذ 6 weeks33:34

33:34

In 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 role and planned a patient, values-aligned transition. First in Canada: Grantbook became the first Canadian company to officially transition to an Employee Ownership Trust on Jan 1, 2025. This structure ensures lasting impact and local wealth-building. The Emotional Return on Exit: For Peter, legacy outweighed liquidity. He prioritized a fair price while choosing a structure that would protect jobs, uphold mission, and keep culture intact. Mistakes Made and Lessons Learned: He reflects candidly on tax structuring choices that impacted capital gains exemptions - and offers advice for others planning ahead. New Chapter with Unwrapit: Peter is now growing a digital gifting company, Unwrapit, which aligns social impact with user choice and sustainability. Fun, Frank Advice from Peter Deitz: “Start early. The longer the runway, the more control you have. And if you go the employee ownership route, you’ll be met by very happy employees - and a thriving community.” ☕ Curious if an Employee Ownership Trust might be your best path forward? Book a 1:1 Wealth Gap Analysis with Colleen O’Connell-Campbell and map out your strategy. 👉 Connect via LinkedIn or email to get started. ⭐ Enjoyed this episode? Please leave us a 5-star review. Your feedback helps more founders discover how to exit on their own terms. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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EP324 Community Impact and Resilient Legacies Through Employee Ownership 20:02

منذ 8 weeks20:02

20:02

In 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 times. That means healthier communities and more resilient local economies. 📉 Real Talk: Why Shared Ownership Drives Results From reducing turnover to solving problems like lost cutlery (literally - a $72K savings story), employee-owners think and act like stakeholders. 🏠 Keeping Businesses in the Community Selling to employees often keeps operations rooted locally, unlike third-party sales or private equity buyouts that risk relocation. 🔍 The Importance of Financial Transparency Employees who understand even basic financials make better day-to-day decisions. Jennifer breaks down why open-book thinking leads to stronger businesses. 🏛️ What Government and Economic Agencies Should Be Doing There’s a big opportunity for local development offices and boards of trade to help more founders explore employee ownership as a transition path. 📈 Canada’s First EOT Is Here - and More Are Coming With a wave of Employee Ownership Trusts launching, Colleen and Jennifer predict this model will catch fire in the next few years - just like in the UK. 🔁 The Legacy that Sticks This isn’t charity. Employee ownership allows founders to sell at value and leave a business in the hands of people who care. It’s a win-win. 🚀 Ready to Explore your Exit (whether in 2 or 10 years)? Are you a founder without a clear succession plan? Wondering how to turn your business into a legacy? Host Colleen O’Connell-Campbell is offering a complimentary 1:1 Wealth Gap Analysis to help you understand your current state - and design a personal plan for your next move. 📧 Message her on LinkedIn or email to get started. Let’s make sure your exit is cash-rich, values-aligned, and future-ready. ⭐ Enjoying the podcast? Please take 60 seconds to leave a 5-star review and short review. Your support helps more entrepreneurs find the show and plan smarter exits. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

1
EP323 The Tax-Smart Exit - Why Employee Ownership Trusts Are Gaining Ground 20:08

منذ 10 weeks20:08

20:08

In 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 Canada 🕓 06:10 How the $10M capital gains exemption works (vs. the regular $1.25M) 🕓 10:20 What kind of business owners should explore this option now 🕓 13:45 Why most accountants and lawyers don’t yet understand EOTs 🕓 17:30 Risks: Why you shouldn’t just “DIY” this kind of exit 🕓 21:15 How EOTs help employees grow their personal wealth 🕓 25:30 The role of wealth distribution in a healthy society 🕓 28:00 Fun Frank Advice: Don’t let tax drive your decisions - just inform them 👉 Curious how an Employee Ownership Trust could benefit your financial future? Book a complimentary 1:1 Wealth Gap Analysis with Colleen on LinkedIn or reach out via email to bridge the gap between business success and personal wealth 📩 ⭐️ Enjoying the show? Leave a 5-star review on Apple Podcasts and help more founder-led business owners find the Cash Rich Exit strategy they deserve. **** *RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada™ Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Dominion Securities Inc. 2024. All rights reserved*…

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EP322 The Case for Employee Ownership (Part 1) 26:47

منذ 12 weeks26:47

26:47

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 succession plan - it’s a cultural shift. ✨ Highlights and Time Stamps 1:45 - Why Jennifer left nonprofit work and fell in love with people-first business 5:30 - The Canadian exit landscape: Baby boomers and the private equity squeeze 10:10 - When ownership transitions go wrong (and what to do instead) 14:05 - How employee ownership compares to family succession 20:40 - Common emotional challenges for exiting founders 26:30 - Governance isn’t anarchy: Structuring roles and responsibilities 31:10 - The two-phase process of transitioning to employee ownership 38:50 - Best-fit industries and how to start the conversation 🟡 Fun, Frank Advice from Jennifer “Even if your transition is 10+ years away, the seeds you plant now are what will bear fruit later. Start the conversation now.” 📣 Enjoyed this episode? Leave a 5-star rating and short review on Apple Podcasts - it helps more self-made entrepreneurs like you find the show! 💼 Thinking about your own exit? Book a complimentary 1:1 Wealth Gap Analysis with Colleen on LinkedIn or reach out via email to bridge the gap between business success and personal wealth 📩 We’ll map out a transition that aligns your business success with personal financial freedom.…

1
EP321 Employee Ownership could be your Best Exit Strategy 36:38

منذ 14 weeks36:38

36:38

👋 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 Canadian business owners can now benefit from one of the most advanced ownership trust frameworks in the world. Whether you're a legacy-driven founder or a values-focused entrepreneur, this is a must-listen episode packed with strategy, innovation, and practical advice for planning a purpose-driven business exit. ✨ Key Highlights with Timestamps 01:14 - Colleen introduces the topic of employee ownership trusts (EOTs) 02:32 - Tiara explains how she got involved in the EOT space, starting after COVID with her business partner Jennifer 07:39 - Discussion of how Canada created the best EOT legislation by learning from the US and UK models 11:43 - Tiara describes the ideal company size for EOTs (25+ employees, $2M+ EBITDA) 17:11 - Explanation of how EOT sales work as a debt structure, not a gift 25:22 - Highlight of the tax benefit: No taxes on the first $10M of the sale value 28:50 - Discussion of how tax benefits can attract business owners' interest 33:01 - Tiara's advice: Consider who you'd want to sell your business to if financing weren't a constraint Takeaway Themes 🌍 EOTs are not just for altruists - they’re viable, strategic, and tax-efficient. 🤝 Selling to your employees can protect your business’s culture and keep it Canadian. 📈 A successful EOT still requires proper valuation, due diligence, and leadership succession planning. 🚀 With a $10M capital gains tax exemption on the table, EOTs deserve serious consideration. Are you an entrepreneur thinking about your own cash-rich exit? Let’s make sure your strategy protects both your wealth and your legacy. Book a complimentary 1:1 Wealth Gap Analysis with me, Colleen O’Connell-Campbell on LinkedIn . We’ll map out a transition that aligns your business success with personal financial freedom. 🌟 If this episode helped shift your perspective or taught you something new, please leave us a 5-star rating. Your support helps us reach more members of the Self-Made Nation ready to exit with clarity and confidence. 🎧 Subscribe, share, and stay tuned for more episodes packed with exit strategies, leadership insights, and real-world advice. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

1
EP320 Valuing Digital Assets for a Smarter Exit 26:41

منذ 16 weeks26:41

26:41

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

1
EP319 Building Smart Networks and Smarter Exit 34:18

منذ 18 weeks34:18

34:18

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

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

منذ 20 weeks43:16

43:16

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

1
EP317 Navigating Tax Complexities for a Cash-Rich Business Exit 42:40

منذ 22 weeks42:40

42:40

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

1
EP316 Estate Planning for Business Owners - Securing your Legacy 28:52

منذ 24 weeks28:52

28:52

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

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

منذ 26 weeks35:00

35:00

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

منذ 1 year5:11

5:11

Welcome 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: 📘 The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham 📙 A Random Walk Down Wall Street by Burton Malkiel 📗 Trillions by Robin Wigglesworth 🌟 What to Expect: This series isn’t just about reading; it’s about engaging in a meaningful dialogue about the principles these books discuss and applying them to your entrepreneurial and investment efforts. Expect insightful discussions, refreshed with our new theme focusing on navigating your journey toward a cash-rich exit. 🤓 Get Involved: I encourage you to join the conversation on LinkedIn, tag me in your posts, as you read; and let’s discuss these concepts together. It’s also a good way way to connect with fellow entrepreneurs and deepen our collective understanding of investment strategies. 🌞 Here’s to a Productive and Insightful Summer: Thanks for tuning in, and as always, I am excited to guide you through these complex nuances of entrepreneurship and investment. Let’s make this summer enjoyable and incredibly productive with new insights and strategies that pave the way to your eventual cash-rich exit. 💬 Feedback Makes Us Better: If you enjoyed today’s episode or any of our series, please leave us a 5-star rating. Your support motivates us to keep bringing valuable content to you and the entire Self-Made Nation. Connect with Colleen O’Connell-Campbell on LinkedIn . *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities. All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities. This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional. Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.…

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