99 episodes

Colleen O'Connell-Campbell delivers inspirational stories from the Self-Made Nation. She puts a focus on planning and wealth management strategies for businesses looking to build the strategy that will lead to a cash-rich exit. With guests across different industries and philosophies, you'll hear stories that go deep and tactical. Perhaps most importantly, Colleen and her guests offer 'fun, frank advice' in a segment that is being compiled into a book.

I'm A Millionaire! So Now What‪?‬ Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,

    • Business
    • 4.7 • 6 Ratings

Colleen O'Connell-Campbell delivers inspirational stories from the Self-Made Nation. She puts a focus on planning and wealth management strategies for businesses looking to build the strategy that will lead to a cash-rich exit. With guests across different industries and philosophies, you'll hear stories that go deep and tactical. Perhaps most importantly, Colleen and her guests offer 'fun, frank advice' in a segment that is being compiled into a book.

    EP245 Growth potential as a driver of value for your business

    EP245 Growth potential as a driver of value for your business

    Today on “I’m a Millionaire! So Now What?”, we continue our Value Builder Masterclass for entrepreneurs looking to make a cash-exit from their business in 5-10 years. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, and an accredited exit planner to explore the drivers of building value in your business. 
     
    Today, we specifically dissect growth potential. Louise and I chat about:
     
    📝 The unexpected benefits that COVID brought to people's businesses.
    📝 If you’re selling your business, why it’s important to spend time looking for the right buyer.
    📝 Why exit planning is a key strategy that is often overlooked and how to fix that using specialists in the space. 
     
    There’s so much more to the podcast. Have a listen! 🎧
     
    If you haven't heard the rest of our episodes, please go back and find the series beginning at Episode 240. This series is worth your time if you are looking to make an intentional exit from your business when you are ready.
     
    Ps: If you like what you’ve heard here, please consider leaving me a 5-star review. Thank you!

    • 14 min
    EP244 How to reduce the dependency of a company on its owner

    EP244 How to reduce the dependency of a company on its owner

    Welcome back! You’re joining us on “I’m a Millionaire! So, now what?” in the middle of our masterclass series on building value in your business. Today, I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into the issue of dependency between a business and its owner. 
     
    The more dependent your company is on you, as the owner, the less valuable it is to somebody else. How can you reduce dependency and increase your value and your freedom?
     
    We have a few ideas 👇
     
    📝 How can business owners get real clear on the right hires for your business?
    📝 Why an important parallel piece to hiring is to document standard operating procedures in your business.
    📝 The importance having someone you fully trust in, with great capabilities (and why neither one will do - you need both). 
     
    There’s so much more to the podcast. Have a listen! 🎧
     
    If you haven't heard the rest of our episodes, please go back and find the series beginning at Episode 240. This series is worth your time if you are looking to make a cash rich exit from your business in the next 5-10 years.
     
    If you like what you’ve heard here, please consider leaving me a 5-star review. Thank you!

    • 20 min
    EP243 The three financial drivers that determine the value of your business

    EP243 The three financial drivers that determine the value of your business

    Welcome back to “I’m a Millionaire! So, now what?”, where we continue our journey into building value in your business. Today, let's talk about three financial drivers of a company's worth that will ultimately drive the value of your business if you want a cash-rich exit in 5-10 years.
     
    The three financial drivers of business value are:
     
    📝 Your financial performance
    📝 The quality of your revenue
    📝 And cash flow sovereignty
     
    In this episode I deconstruct how to dive into your business financials to ensure you are on track to a successful exit, whenever you choose. Have a listen! 🎧
     
    If you like what you’re hearing, please drop me a 5-star rating. Thank you!

    • 15 min
    EP242 Do you know the value of your business?

    EP242 Do you know the value of your business?

    Today on “I’m a Millionaire! So, now what?” I bring you back with me in our masterclass series on building value in your business. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into:
     
    📝 Why you need to know what your business is worth.
    📝 Why business owners decide to sell to third parties
    📝 The importance of the customers in the ‘value builder’ program.
     
    There’s so much more to the podcast. Have a listen! 🎧
    If you like what you’re hearing, please drop me a 5-star rating. Thank you

    • 25 min
    EP 241 Why 70% of businesses that want to sell will not sell

    EP 241 Why 70% of businesses that want to sell will not sell

    Welcome back to “I’m a Millionaire! So, now what?” 
     
    This week we’re continuing our masterclass series on building value in your business. I sat down with Louise Motuzas, Co-founder of Thrive Business consulting, an accredited exit planner to dive into:
     
    📝 Why all enterprises owners will eventually need exit and how planning is key
    📝 The importance of creating liquidity and transferability in your business 
    📝 Staying committed to your business goal of freedom and avoiding building a prison for yourself as a business owner 
     
    There’s so much more to the podcast. Have a listen! 🎧

    If you like what you’re hearing, please drop me a 5-star rating. Thank you

    • 14 min
    EP240 Committing to building value in your business

    EP240 Committing to building value in your business

    Today on “I’m a Millionaire! So, now what?” We kick off a masterclass series on building value in your business. 
     
    Every business owner will exit their business. The question is, will it be on purpose or by accident? Unless a business goes bankrupt, there's a death, a disability, or an alternate outcome that is entirely out of your control, it is necessary to put some intentionally into your business exit plan.
     
    📝 Will you transition your business to the next generation within the family?
    📝 Will you sell your business?
     
    To help you think through your options, please listen to this episode and the next 9 in this series. I will be chatting with a fellow specialist on the subject - Louise Motuzas, who is a Certified Value Builder. 
     
    If you are looking to make a cash rich exit from your business in the next 5-10 years, please make time for this series. 
     
    And if you’re a return visitor to my podcast, please consider leaving me a five star rating. Thank you!

    • 6 min

Customer Reviews

4.7 out of 5
6 Ratings

6 Ratings

shannonklepac ,

Relatable and easy to absorb and apply

Colleen’s knowledge of all things wealth management is thorough, yet she’s easy to understand. As someone that’s easily intimidated with financial discussions, she always put me as ease. She’s a trustworthy source of wisdom.

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