The Cash Rich Exit Podcast

Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
  • 4.6(5개의 평가)
  • 비즈니스
  • 월 2회 업데이트
The Cash Rich Exit Podcast

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.

  1. 1월 28일

    EP313 Purposeful Philanthropy

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

    39분

  2. 1월 14일

    EP312 Building Businesses and Bridging Gaps in Productivity

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

    40분

  3. 2024. 12. 31.

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

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

    23분

  4. 2024. 12. 17.

    EP310 Building M&A Potential for Traditional and Service Businesses

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

    32분

  5. 2024. 12. 03.

    EP309 Navigating Tech M&A for Exit Success

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

    23분

  6. 2024. 11. 19.

    EP308 Beyond the Exit - Redefining Identity and Purpose

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

    26분

  7. 2024. 11. 05.

    EP 307 Leadership and Loneliness – Finding Connection at the Top

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

    36분

  8. 2024. 10. 22.

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

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

    34분
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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.

정보

  • 제작진
    Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
  • 방송 연도
    2018년 - 2025년
  • 에피소드
    98
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright 2023 All Rights Reserved, No part of this podcast may be used with permission. Authorization code 173603
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    The Cash Rich Exit Podcast

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