EP327 Rethinking Succession - Why Employee Ownership Might Be your Legacy Move
Release Date: 08/12/2025
EP339 The ABCs of IPPs and RCAs
The Cash Rich Exit Podcast
In this episode of The Cash Rich Exit Podcast, host sits down with Muneer Feeroze and Clark Steffy of Canadian Benefits Associates to unpack two powerful retirement tools for incorporated entrepreneurs: individual pension plans (IPPs) and retirement compensation arrangements (RCAs). Together, they walk through where these plans can outperform an RRSP, what “tax smart” really means in practice, and the operational realities founders need to understand before setting anything up. In this conversation, they cover: Who an IPP is for, and when it starts to beat an RRSP Muneer...
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EP338 IPPs 101 (Ontario Edition) - A Practical Guide for Ontario Business Owners
The Cash Rich Exit Podcast
Host breaks down the basics of individual pension plans (IPPs) for Ontario incorporated business owners and professionals. She explains what an IPP is, who it fits best, and why it can be a powerful tool for turning corporate success into predictable personal retirement income as part of a cash rich exit strategy. Episode overview If you are incorporated in Ontario, this is a practical primer on how an IPP works as a defined benefit pension plan set up by your corporation. Colleen covers why IPP contribution room can outpace RRSP room after age 40, how contributions are...
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EP337 Fun Frank Advice 2025 - The Annual Montage
The Cash Rich Exit Podcast
It’s time for an annual tradition on The Cash Rich Exit Podcast: the Fun Frank Advice montage. In this special episode, host curates a fast-moving mashup of “wisdom, wit and wonderfully unfiltered moments” from this year’s guests. It’s designed to be easy to consume when you’re driving, between meetings, or out for a walk. This montage is both a recap of the year and a highlight reel of the mindset shifts, practical realities, and straight talk leaders wish more founders heard earlier. Colleen also shares a key message that anchors the show: every business owner...
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EP 336 Why you Won’t Sell Until you’re Personally Ready
The Cash Rich Exit Podcast
“Too Much Money Chasing Too Few Good Businesses” - Candid Insights from M&A Veteran Chad Morissette This episode dives deep into what actually drives a successful business sale - from the emotional readiness of the founder, to internal due diligence, to navigating PE firms and family offices. Key Highlights Chad’s journey from tech entrepreneur to M&A specialist The difference between Main Street vs lower middle-market businesses Why personal readiness is more important than business readiness The 2-year preparation window that can make or break a deal ...
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EP335 Turning your Business Into a Sellable Asset
The Cash Rich Exit Podcast
In this episode of ‘The Cash-Rich Exit Podcast’, host welcomes back serial entrepreneur and M&A advisor Scott Duke, founder of Business Succession Group. Scott talks about his latest innovation - The Value Acceleration Calculator (VAC) - a practical, data-informed tool to assess sellability, estimate value, and identify key levers to increase enterprise value over time. This conversation covers: Why 80% of businesses never sell, and why most founders never realize the enterprise value they hoped for. How the VAC can score your business’ sellability and identify...
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EP 334 Purpose, People, and the Art of Letting Go
The Cash Rich Exit Podcast
In part two of this insightful two-part conversation, host Colleen O’Connell-Campbell reconnects with Elizabeth Kilvert, founder of ‘The Unrefined Olive’, to go deeper into how she built, grew, and ultimately exited a purpose-driven business. Elizabeth shares her candid reflections on: Transitioning from founder to seller - and how she knew the timing was right. The emotional side of stepping away from a business built around community and values. How staying connected to purpose helped her navigate both growth and exit with integrity. What she learned about...
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EP333 From Olives to Ownership - Finding Purpose in Entrepreneurship
The Cash Rich Exit Podcast
In this episode, Colleen O’Connell-Campbell sits down with , the founder and owner of The Unrefined Olive, an award-winning olive-oil and balsamic tasting bar in Ottawa. Elizabeth shares how she transitioned from a career in environmental policy to running a thriving retail business rooted in quality, sustainability, and community connection. She and Colleen unpack the realities of small-business ownership - from managing risk and growth to understanding what a “cash-rich” exit looks like when your brand is deeply personal. Key Highlights From public service to...
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EP332 Unlocking Legacy and Liquidity - Exit Strategies for $5M-$50M Businesses
The Cash Rich Exit Podcast
💡 Episode Summary In this episode, host sits down with - Managing Director at Shaughnessy Group and a seasoned corporate finance and M&A expert. Karl brings decades of experience helping mid-sized, often family-owned Canadian businesses (with revenues between $5 million and $50 million) navigate their most important transition: the sale of their company. They explore what makes this “overlooked middle” of the market so unique, why selling isn’t like selling your house, and how strategic planning years in advance can unlock both legacy and liquidity. Karl also shares...
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EP331 Be the Owner, Not the Renter - Building Brands That Last
The Cash Rich Exit Podcast
In this episode of the Cash Rich Exit Podcast, Colleen O’Connell-Campbell welcomes Joanna Track, serial entrepreneur, strategist, and founder of Good Eggs & Co. Joanna has launched and exited multiple businesses - including Sweet Spot, eLuxe, and The Bullet - and now leads Good Eggs & Co., a consultancy focused on content and context marketing. Known for her candid, no-nonsense approach, Joanna shares what she’s learned about building brands with staying power, navigating exits, and avoiding common pitfalls that entrepreneurs face. Key Highlights: Redefining...
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EP330 Building, Selling, and Thriving Beyond Business
The Cash Rich Exit Podcast
Serial entrepreneur Ed Hansen joins host Colleen O’Connell-Campbell on the Cash Rich Exit Podcast to share his decades-long journey founding, scaling, and selling multiple businesses - including Hanson Lawn and Gardens and . In this episode, Ed reveals how mindset, adaptability, and a focus on relationships have shaped his entrepreneurial path. Key takeaways: The early entrepreneurial spark - from cutting grass to building a multi-million-dollar company. Buying vs. selling a business - why every transaction is unique and how to make sure both sides win Building for a future exit...
info_outlineWith over $2 trillion in business assets at stake and 91% of Canadian business owners without a succession plan, we’re facing a real crisis. In this episode, host Colleen O’Connell-Campbell chats with Charlie Iscoe, whose venture - CommonShares - is flipping the script on business exits.
Charlie brings Wall Street investment experience and a mission to keep Canadian businesses local by transitioning ownership to employees. He explains how their model allows retiring owners to receive fair market value while protecting their teams and communities.
If you’re a founder who says, “I’ll deal with it eventually” - this episode is your wake-up call.
🔑 Key Highlights
The succession gap in Canada: 91% of business owners have no plan in place.
The CommonShares model: Founders get paid a fair price, and ownership transitions gradually to employees.
Why it matters: Preserves legacy, protects jobs, and keeps Canadian companies Canadian.
Types of businesses they acquire: Light manufacturing, professional services (architecture, engineering, accounting), property services, etc.
The people factor: How a bench of 100+ operators helps ensure continuity post-exit.
What founders can do now: Start documenting what matters - financial goals, legacy values, level of future involvement.
💬 Fun, Frank Advice from Charlie
“If you’re listening to this, it’s probably because you’ve built something remarkable. So don’t let your exit be an afterthought. Take time. Get it right. This isn’t just a transaction - it’s your legacy.”
Want to explore your own succession plan?
Colleen offers a complimentary 1:1 Wealth Gap Analysis - to bridge the gap between your business success and personal financial freedom.
👉 Connect on LinkedIn - Colleen O’Connell-Campbell - or email to book your session.
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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.