EP324 Community Impact and Resilient Legacies Through Employee Ownership
The Cash Rich Exit Podcast
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...
info_outline
EP323 The Tax-Smart Exit - Why Employee Ownership Trusts Are Gaining Ground
The Cash Rich Exit Podcast
In part two of this three-part series, Colleen welcomes back 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...
info_outline
EP322 The Case for Employee Ownership (Part 1)
The Cash Rich Exit Podcast
Host: Colleen O’Connell-Campbell Guest: Jennifer Williams, Founder of Firefly Insights In part one of a three-part series, Colleen sits down with , 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...
info_outline
EP321 Employee Ownership could be your Best Exit Strategy
The Cash Rich Exit Podcast
👋 at RBC Dominion Securities In this episode, host Colleen O’Connell-Campbell, Wealth Advisor, sits down with , CEO of , 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...
info_outline
EP320 Valuing Digital Assets for a Smarter Exit
The Cash Rich Exit Podcast
Welcome back, Self Made Nation! In this episode, I reconnect with , 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...
info_outline
EP319 Building Smart Networks and Smarter Exit
The Cash Rich Exit Podcast
In this episode, I sit down with seasoned M&A expert - 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...
info_outline
EP 318 Strategic Finance for a Cash-Rich Exit
The Cash Rich Exit Podcast
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 , 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...
info_outline
EP317 Navigating Tax Complexities for a Cash-Rich Business Exit
The Cash Rich Exit Podcast
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 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...
info_outline
EP316 Estate Planning for Business Owners - Securing your Legacy
The Cash Rich Exit Podcast
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. is joined by , 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...
info_outline
EP315 Building Strong Private Boards - Jennifer Mondoux on Governance Excellence
The Cash Rich Exit Podcast
Welcome back to The Cash Rich Exit Podcast with me, your host, . Today, we're spending time in the world of governance and leadership with , 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...
info_outlineWelcome 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 management.
🌐 Long-Term Vision - Aligning personal and corporate goals with your exit strategy is key to ensuring that you’re building towards a successful transition; whether it's this year or a decade from now.
🔍 The Role of Diligence - Understanding the expanded scope of due diligence in today’s market and how thorough preparation can reduce disruptions during the sales process.
👥 Navigating the Stakeholder Landscape - The critical role of stakeholders in the exit process and how to manage their expectations and involvement effectively.
Key Takeaways
🗝️ Preparation is Key - Learn why starting early with your exit strategy can significantly impact the success of your business transition.
🔄 Personal and Corporate Alignment - Insights on how aligning your personal vision with your business goals can smooth the path to a successful exit.
🧑🤝🧑 Understanding Stakeholders - Michael emphasizes the importance of considering the needs and impacts on various stakeholders, not just the financial aspects.
Are you contemplating how best to position your business for a future exit?
It's never too early to start planning.
Connect with Michael Black on LinkedIn.
🎯 I invite you to consider the strategic alignment of your business and personal goals. How are you planning your exit strategy to ensure a prosperous future?
Connect with me, your host, Colleen O’Connell-Campbell on LinkedIn, share your insights, let’s get a conversation started on how a well-crafted exit strategy can not only enhance your business value but also secure your financial future. Book a Wealth Gap Analysis with me via email or LinkedIn.
If you’ve found this episode with Michael Black helpful, please leave us a five-star rating 🌟🌟🌟🌟🌟
Your support helps us reach more entrepreneurs like you, empowering more to plan their cash-rich business 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.