EP312 Building Businesses and Bridging Gaps in Productivity
Release Date: 01/14/2025
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...
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Welcome back to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. In today’s episode, I’m joined by Katherine Cooligan, a distinguished family law specialist and founding partner at Cooligan Yehia, LLP. With over 30 years of experience in family law, Katherine shares critical insights on how business owners can safeguard their assets and plan for potential family law challenges - including separation, divorce, and intergenerational wealth transfers. 💡 What you’ll Learn in this Episode: ⚖️ How Family Law Intersects with...
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Welcome to The Cash Rich Exit Podcast! I’m your host, , Wealth Advisor. In this episode, I’m joined by Lois Graveline, founder and CEO of Harmonia Philanthropy, to explore the true value of charitable giving beyond tax savings. Lois brings over 30 years of experience in the charitable sector and is passionate about driving meaningful impact for both individuals and businesses. 🎙️ What you’ll learn in this episode: 🌟 Beyond Tax Benefits: How purposeful philanthropy can drive social change and create lasting impacts within communities while offering benefits for...
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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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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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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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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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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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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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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...
info_outlineWelcome 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 of innovation to the challenges of navigating downturns, including the emotional and practical lessons he learned during the dot-com bubble burst.
📊 Building Productivity Solutions: You’ll hear about Marc’s journey with Tungle, Foko Retail, and his latest venture, Bloks. Learn how he designed these tools to simplify and streamline operations, saving entrepreneurs and investors valuable time.
🤝 The Power of Mentorship: Marc emphasizes the importance of surrounding yourself with experienced mentors, sharing how this has been instrumental in his own professional growth and success.
📈 AI-Powered Productivity: Discover how Marc’s current venture, Bloks, uses AI to create innovative solutions for venture capitalists and private equity professionals, automating tasks like data aggregation, CRM updates, and relationship insights.
🎯 Fun, Frank Advice: Marc reminds us to view entrepreneurship as a continuous learning journey, emphasizing the importance of humility, curiosity, and collaboration in achieving long-term success.
Are you preparing for your cash-rich exit? Take the first step by understanding your financial goals and gaps. I’m offering a complimentary Wealth Gap Analysis to help you align your business success with your personal financial freedom. Connect with me on LinkedIn or email to schedule your one-on-one session.
If you enjoyed this episode, please leave us a five-star rating and share it with fellow entrepreneurs.
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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.