EP332 Unlocking Legacy and Liquidity - Exit Strategies for $5M-$50M Businesses
Release Date: 10/21/2025
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 âtax smartâ 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
Itâs 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 âwisdom, wit and wonderfully unfiltered momentsâ from this yearâs guests. Itâs designed to be easy to consume when youâre 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 Wonât Sell Until youâre Personally Ready
The Cash Rich Exit Podcast
âToo Much Money Chasing Too Few Good Businessesâ - 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 Chadâs 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 âThe Cash-Rich Exit Podcastâ, 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 businessâ 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 OâConnell-Campbell reconnects with Elizabeth Kilvert, founder of âThe Unrefined Oliveâ, 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 OâConnell-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 âcash-richâ 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
đĄ 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 âoverlooked middleâ of the market so unique, why selling isnât 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 OâConnell-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 sheâs 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 OâConnell-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_outlineđĄ Episode Summary
In this episode, host Colleen OâConnell-Campbell sits down with Karl Sigerist - 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 âoverlooked middleâ of the market so unique, why selling isnât like selling your house, and how strategic planning years in advance can unlock both legacy and liquidity. Karl also shares behind-the-scenes insights from real client success stories and demystifies the role of private equity in todayâs business transitions.
đ Key Takeaways
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Why $5M-$50M companies are underserved in traditional M&A processes
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The importance of long-term planning and education before an exit
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Why you should start exit preparation 2-3 years in advance - or earlier
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How cultural fit between buyer and seller drives long-term success
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How private equity can protect rather than destroy value
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The difference between a transaction and a journey
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Why you shouldnât fall in love with your business - and how to prepare it for its next owner
đŹ Fun, Frank Advice from Karl
âDonât fall in love with your business. Itâs a tool - not your identity. Treat it like a prized vintage car. Maintain it, polish it, and when itâs time to sell, make sure it goes to someone whoâll care for it as well as you did.â
đ Connect with Karl Sigerist on LinkedIn
đŹ Connect with Colleen
If youâre a Canadian business owner planning your own cash rich exit, itâs never too early to start.
Connect with host Colleen OâConnell-Campbell on LinkedIn
Request a complimentary Wealth Gap Analysis to see where you stand on your exit timeline
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The Cash Rich Exit Podcast is brought to you by OâConnell-Campbell Wealth Management at RBC Dominion Securities.
All opinions expressed by the host, Colleen OâConnell-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 OâConnell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.