The Cash Rich Exit Podcast Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,

Welcome to the latest episode of the 'The Cash Rich Exit Podcast’, where we delve into the pivotal world of business valuation, mergers, and acquisitions. In this episode, our host, Colleen O'Connell-Campbell, is joined by the insightful Guylaine Ure from Sunbelt Business Brokers. Guylaine brings her extensive experience as a certified business intermediary and real estate agent, offering unique perspectives for small to mid-market M&A clients.
 
On the episode, Colleen and Guylaine discuss:
 
🔍 The intricacies of business valuation and M&A from an expert's perspective.
 
💼 The priorities of buyers when considering small to medium-sized businesses.
 
🚀 Effective exit strategies and methods to increase a business's value.
 
📖 Real-world stories and practical advice for preparing a successful business exit.
 
⏳ The importance of starting exit planning at least five years in advance.
 
🤝 The crucial role of a business broker in facilitating successful transactions.
 
💹 The importance of maintaining a profitable, well-documented business with streamlined processes.
 
Before you dive in, please leave us a ⭐️⭐️⭐️⭐️⭐️ rating. Thank you!
 
Are you a business owner thinking about your exit strategy in 3-5 years? Connect with Colleen on LinkedIn to learn more about how our expert insights can guide you through your journey. Ask how you can book a 1:1 wealth needs analysis. 

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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.

 
On today's episode of The Cash Rich Exit Podcast, supply chain M&A expert Pete Stefanovich joins host Colleen O'Connell-Campbell for an in-depth discussion on exiting logistics businesses. 🚛 Pete's firm, Left Lane Associates, focuses exclusively on the logistics and transportation niche. They've completed 62 deals and counting since 2016.
 
Listen to the episode to learn more about:
 
📉 What it means "de-risk" your business position as a seller (which may be due to terminal illness, partnership disputes, or economic conditions forcing a sale).
 
❌ The crucial importance of being realistic from the start. Unrealistic expectations on business value and timeline are common pitfalls in the selling process. 
 
👨‍🏫 Why it is key to find professionals you truly connect with in the process of selling your business. Pete talks about how to compare apples to apples when evaluating firms.
 
💰 Wealth preservation post-exit - the importance of planning and managing your money and legacy and putting your family first.
 
Let us know you listened to this episode by leaving a ⭐️⭐️⭐️⭐️⭐️ rating! Thank you!
 
📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with Colleen! 
Connect with Colleen on LinkedIn
Ask how you can book a 1:1 wealth needs analysis. 
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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.

Welcome back to The Cash Rich Exit Podcast. I’m your host Colleen-O’Connell-Campbell. In today’s episode, I chat with Scott Duke. Scott is a serial entrepreneur who has started 11 companies, sat on 20 boards, and advised hundreds of businesses. He's here to share his tested exit strategy insights. Dive in for the scoop on how: 
 
☀️ Running a business has exciting ups but also difficult downs. It takes time and effort to achieve over $1 million in revenue.
 
👨‍👩‍👦‍👦 Delegation and investing in your team is key to gaining freedom. It takes 3-7 years for most entrepreneurs to earn freedom through profitable delegation.
 
💸 Tax planning early on can significantly increase profitability and free up more time. Don't wait to exit to start planning.
 
💰 Focus on profitability and cash flow, not just revenue. Tools that put profit first facilitate strong exits.
 
🤝 Connect with strategic buyers’ mindsets when selling. Create an attractive, sellable asset with realistic valuation expectations.
 
This conversation is full of expert wisdom - don't miss it!
 
Subscribe to 'The Cash Rich Exit Podcast,' leave us a review, and share it with fellow members of the Self-Made Nation to meet and grow with the community.
 
📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with me! 
Connect with Colleen on LinkedIn
Ask how you can book a 1:1 wealth needs analysis with me. 
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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.
 

Selling your business can be complex, but the rewards of a lucrative exit make it well worth the effort. Jean-François Murphy has brokered over $2 billion in deals, and today he’s here to chat with host Colleen O’Connell-Campbell on The Cash Rich Exit Podcast.
 
🚀 Jean-François shares how his firm, Filiatrault, facilitates business sales through tailored approaches for each unique scenario. Selling a business is not a one-size-fits-all process.
 
💡 From financial services to dental clinics, they focus on small and medium businesses. Learn how each deal involves careful preparation like valuations, networking with advisors, and finding the right buyer. 
 
🤝 Hear Jean-François explain the step-by-step process of presenting a Letter of Intent, negotiating terms, and coordinating all parties as "wedding planner" to bring the deal to fruition.
 
💰 Selling a business in Quebec has extra complexity due to limits on ownership imposed by professional orders. Valuations also come at a premium cost. 
 
📈 Even if you're not ready to exit yet, start planning now. Connect with experts like Jean-François for insights on maximizing your valuation through strategic decisions.
 
The time and effort required to craft your optimal exit strategy is well justified by the rewards of a lucrative and liberating payday when you sell your business on your terms. This conversation is full of expert wisdom - don't miss it!
 
📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with us! Subscribe to 'The Cash Rich Exit Podcast,' leave us a review, and share it with fellow members of the Self-Made Nation to meet and grow with the community. 
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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.

🎤 Welcome to 'The Cash Rich Exit Podcast,' the next chapter of the 'I’m a Millionaire! So Now What?' podcast! I’m your host, Colleen O’Connell-Campbell, and here we’ll be diving deeper into helping business owners like you create cash-rich exits.
 
💪 Doubling Down on Wealth Building
We're unapologetically focused on building wealth for business owners. If you're a part of the Self-Made Nation, this is your home for actionable insights.
 
❓ Intentional or Unintentional Exit?
Every business owner will face an exit at some point. The question is, will it be on your terms? Let's make sure it is.
 
💰 Net Worth Reality Check
Your business likely makes up more than 90% of your net worth. Isn't it time to start planning your exit carefully?
 
📋 Five Key Questions for Business Owners
We kick off the episode with essential questions every business owner should be able to answer. From understanding your business structure to knowing its worth, these questions are foundational.
 
🌪 Planning for the Unexpected
Life is unpredictable. We'll discuss planning for unexpected scenarios like death, divorce, and natural disasters that could impact your exit strategy.
 
🛣 What's Next?
Stay tuned for upcoming episodes featuring different types of businesses, M&A discussions, and guest experts to guide you through your cash-rich exit.
 
📣 Ready to Master Your Exit? Join Us Now!
If you're excited to transform your exit into a cash-rich, strategic move, don't just listen - engage with us! Subscribe to 'The Cash Rich Exit Podcast,' leave me a review, and share it with fellow members of the Self-Made Nation. 
Let's turn your business exit into the best move you ever made! 💥
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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.

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-picking
🌎 Diversifying globally to take advantage of opportunities
 
And so much more! 
 
Also, Self-Made Nation, this is the final episode of "I'm a Millionaire, So Now What?" after 277 shows over 5 years! The podcast will relaunch under a new banner, in the next episode, focused on supporting entrepreneurs with successful business exits.
 
Thank you for staying tuned for 5 years!
I’ll see you in episode 278 as the podcast enters a new era while remaining dedicated to you. the Self-Made Nation!
 
🌟 Return visitor to my podcast? Please leave a 5-star rating to support me.

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I’m a Millionaire! So now what? 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.