EP310 Building M&A Potential for Traditional and Service Businesses
Release Date: 12/17/2024
EP312 Building Businesses and Bridging Gaps in Productivity
The Cash Rich Exit Podcast
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...
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EP311 Fun, Frank Advice for a Cash Rich Exit in 2025
The Cash Rich Exit Podcast
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...
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EP310 Building M&A Potential for Traditional and Service Businesses
The Cash Rich Exit Podcast
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 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. ...
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EP309 Navigating Tech M&A for Exit Success
The Cash Rich Exit Podcast
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: ...
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EP308 Beyond the Exit - Redefining Identity and Purpose
The Cash Rich Exit Podcast
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...
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EP 307 Leadership and Loneliness – Finding Connection at the Top
The Cash Rich Exit Podcast
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...
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EP306 Finding your Rhythm: Balancing Business Growth and Personal Well-Being
The Cash Rich Exit Podcast
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...
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EP305 Bold Beginnings and Business Lessons
The Cash Rich Exit Podcast
Welcome back to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In today’s episode, I sit down with Lily Bond, the inspiring young entrepreneur behind Spyce Girlz, who launched her business as a teenager and turned it into a thriving brand. As an entrepreneur in her 20’s, Lily has already faced immense challenges and learned how to navigate the entrepreneurial landscape, offering valuable insights for seasoned business owners and aspiring entrepreneurs alike. 🧑🍳 Building a Business from Scratch: Lily shares her entrepreneurial journey,...
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EP304 Blending Passion and Purpose
The Cash Rich Exit Podcast
Welcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I’m Colleen O’Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined by Sheena Brady, the dynamic founder of , a company that’s redefining wellness with its unique tea and botanical-infused essentials. 🌿 From Hospitality to Health: Sheena shares her body of work from a decade-long career in hospitality to discovering the potent world of tea and functional botanicals. This pivot was a career change and a personal...
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EP303 Planning for the Unpredictable- a Guide for Canadian CEOs and Founders
The Cash Rich Exit Podcast
Welcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I’m calling your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and business owners: preparing for a future where selling your business might not be an option. It’s a reality that 91% of business owners over 55 are facing without a formal succession plan. In this episode I’ll give you the primer...
info_outlineWelcome 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.
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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.