EP327 Rethinking Succession - Why Employee Ownership Might Be your Legacy Move
Release Date: 08/12/2025
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...
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EP 329 Strategic Partnerships and Real Estate Insights
The Cash Rich Exit Podcast
In this episode of The Cash Rich Exit Podcast, host Colleen O’Connell-Campbell sits down with Ashley Hopkins, President & CEO of Paradigm Commercial Group, and Sarah Vandenbelt, Broker of Record & Founder of Paradigm Commercial Real Estate. Together, they share how their unexpected journeys into real estate led to a powerful partnership under the Paradigm brand. We discuss: The winding career paths that brought them into real estate. Why building strategic partnerships and strong networks is critical in a male-dominated industry. How property management is more than...
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EP328 Intentionality, Identity, and the Exit Journey
The Cash Rich Exit Podcast
What happens when your exit strategy is about more than just money? In this episode, host Colleen O’Connell-Campbell talks to April Harbottle, a highly experienced M&A advisor and business transition specialist. April has spent years helping small and mid sized business owners unlock the value of their companies and transition successfully, whether through exits or by scaling with new partnerships. Together, they explore how values, identity, and leadership evolution shape the founder journey - especially when it's time to let go. 🔍 Key Highlights Start with an...
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EP327 Rethinking Succession - Why Employee Ownership Might Be your Legacy Move
The Cash Rich Exit Podcast
With 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 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...
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EP326 Identity, Reinvention and Entrepreneurial Grit
The Cash Rich Exit Podcast
In this candid and energizing episode of ‘The Cash Rich Exit Podcast’, host sits down with author, educator, and tech entrepreneur . From academia to publishing to leading a fast-scaling SaaS platform, Lindy shares her story of transformation and what it really takes to walk away from one professional identity to build another. Together, they dig into what motivates bold career pivots, the value of knowing your numbers (and knowing your worth), and how to preserve optionality - especially as a woman founder in Canada. 🔑 Key Highlights Why letting go of sunk cost...
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EP325 A Scenic Exit - How Peter Deitz Turned an Eight-Year Journey into Shared Prosperity
The Cash Rich Exit Podcast
In this episode, host chats with Peter Deitz, social entrepreneur and founder of Canada’s first-ever employee ownership trust (EOT) transition at Grantbook. Peter shares how his scenic, eight-year exit journey created space for new ventures, empowered employees, and protected the company’s B Corp values. The episode is a roadmap for any founder looking to exit with both financial return and community impact. 🔑 Key Highlights The Long Game: Peter’s exit took 8 years - twice the time he spent actively running the business. He stayed in a governance role and planned a...
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.