EP316 Estate Planning for Business Owners - Securing your Legacy
Release Date: 03/11/2025
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...
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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...
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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...
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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...
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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...
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EP314 Protecting your Business through Life’s Unexpected Challenges
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’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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EP313 Purposeful Philanthropy
The Cash Rich Exit Podcast
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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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. ...
info_outlineWelcome, Self-Made Nation! Today on The Cash Rich Exit Podcast, we talk about a crucial but often overlooked aspect of business ownership - estate planning. Colleen O’Connell-Campbell is joined by Erin Kelley, 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 attorney, and shareholder agreements aren’t just legal formalities - they’re tools to protect your business and family.
💰 Probate tax and multiple wills – How using primary and secondary wills can reduce probate taxes on corporate assets in Ontario.
📊 Estate freeze strategy – Lock in the value of your business for tax efficiency while transferring future growth to the next generation.
👨👩👧👦 Balancing family dynamics in succession planning – Not all heirs are suited to take over the business. How do you ensure fairness while maintaining business success?
🤝 The power of a multidisciplinary advisory team – A coordinated approach with estate lawyers, tax specialists, and financial advisors is key to a seamless transition.
🎯 Fun, Frank Advice from Erin Kelley – “The planning you put off today becomes your family’s problem tomorrow.” Take action now to protect your loved ones.
✨Whether you're planning your business exit in 5–10 years or looking to safeguard your company’s future, estate planning is key.
Want a personalized strategy? Book a 1:1 Wealth Gap Analysis with Colleen O’Connell-Campbell to ensure your business and personal assets are protected for the next generation.
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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.