Welcome 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...
Jun 18, 2024•12 min
Welcome 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 ag...
Jun 04, 2024•34 min
Welcome 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 manageme...
May 21, 2024•38 min
Welcome 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...
May 07, 2024•13 min
Welcome 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...
Apr 23, 2024•35 min
Welcome to episode 292 of The Cash Rich Exit Podcast, with your host Colleen O’Connell-Campbell. Today, we dive into the intriguing intersection of art and commerce with our guest, Rémi Thériault, renowned photographer and the visionary behind the House of Common Studio. Rémi shares his unique journey from capturing evocative moments through his lens to establishing a brand that stands out in the creative industry. His approach to building a legacy that extends beyond personal fame to a collabor...
Apr 09, 2024•35 min
🎧 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...
Mar 26, 2024•28 min
🚀 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'...
Mar 12, 2024•32 min
🎙️ 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’...
Feb 27, 2024•28 min
🎙️ 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 th...
Feb 13, 2024•7 min
🎙️ 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 insig...
Jan 30, 2024•37 min
🎙️ 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 critic...
Jan 16, 2024•31 min
🎉 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 ke...
Jan 02, 2024•14 min
Welcome 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 ...
Dec 19, 2023•23 min
Welcome 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 business...
Dec 05, 2023•28 min
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: �...
Nov 21, 2023•29 min
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, partnershi...
Nov 07, 2023•29 min
Welcome back to The Cash Rich Exit Podcast. I’m your host Colleen-O’Connell-Campbell. In today’s episode, I chat with Scott Duk e. 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 y...
Oct 24, 2023•39 min
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 f...
Oct 10, 2023•28 min
🎤 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 wi...
Sep 26, 2023•12 min
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 i...
Sep 12, 2023•14 min
Welcome 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 ...
Aug 29, 2023•26 min
Hello! 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 r...
Aug 15, 2023•32 min
Welcome 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...
Aug 01, 2023•24 min
"I'm a millionaire. So, now what?" - the go-to podcast for entrepreneurs planning a cash-rich exit - is back! In this episode, I had an insightful chat with Janine Rogan. Janine is a Certified Professional Accountant (CPA), a seasoned TEDx speaker, and a renowned author. Her groundbreaking book, "Pink Tax," is a crucial exploration of the economic inequalities women face, and it is her research and insights from this book that we'll be delving into today. Beyond these roles, Janine is also the f...
Jul 18, 2023•45 min
Welcome 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 ...
Jul 04, 2023•34 min
I welcome you back to the 🎙💫I’m a Millionaire! So Now What?💫🎙podcast. I’m your host, Colleen O'Connell-Campbell, and in this episode, I’m inviting you to talk Investment Philosophy 101 📖🎓 Listen to the episode as I introduce a virtual summer book club aimed at enriching our understanding of investment management. The Essential Reads 📘📙📗 Join me in reading the selected three books over the summer: 📘 The Intelligent Investor: The Definitive Book of Value Investing by Benjamin Graham 📙 A...
Jun 20, 2023•3 min
I welcome you back to the 🎙💫“I’m a Millionaire! So Now What?”💫🎙podcast. In this episode, I’m in conversation with Brock Murray, COO and co-founder of seoplus+, about, you guessed it, SEO(!) - among other things. Brock and I discuss: 💎 The value of real-life experience when starting up a business. 📲 The Three Pillars of SEO - on-page elements, off-page signals, and technical components - and how to use them to form a strong foundation for your website's visibility and searchability. 💡 Digi...
Jun 06, 2023•31 min
Welcome back to 🎙💫“I’m a Millionaire! So Now What?”💫🎙 This week, we delve into the world of marketing data with Glenn Schmelzle, the founder and Chief Data Analyst at the Marketing What’s New agency. In this conversation, Glenn sheds light on: 📈 Understanding the art of marketing and creating a value exchange at scale. 💸 Discerning the intertwining relationship between marketing and sales in generating revenue. 🌐 Exploring the cost of acquiring clients and the evolution of e-commerce and ...
May 23, 2023•34 min
Welcome back to 🎙💫 "I'm a Millionaire! So Now What?" 💫🎙 Our distinguished guest this week is Lisa Anna Palmer, founder and CEO of the Light Your Leadership Institute, and author of "Light a Fire in their Hearts: The Truth about Leadership." Lisa dives deep into the nuances of leadership, management, and the crucial role trust plays in fostering growth and success within your organization. In my insightful conversation with Lisa, you'll discover: 🔥 The critical differences between leadership...
May 09, 2023•45 min
