The Cash Rich Exit Podcast
Business & Finance
About
Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
Episodes
- EP346 Profit Pays Your Bills, Value Gives You Options
Episode Summary: What is the difference between a business that generates income and one that creates wealth? In this episode, host Colleen O'Connell-Campbell sits down with husband-and-wife team Krystyn and Matt Harrison of Horizon Adviso…
- EP345 Exit Lessons from Across the Atlantic
Episode Summary: Canada's Employee Ownership Trust legislation is relatively new. The UK's has been in place since 2014. In this episode, host Colleen O'Connell-Campbell crosses the Atlantic - virtually - to sit down with Christine Nichols…
- EP344 Canada's Largest Employee Ownership Trust (Inside Taproot's Transition from ESOP to EOT)
What happens when a company that is already employee-owned realizes its ownership model is not built for the next chapter? In this episode, host Colleen O'Connell-Campbell sits down with Michael (Mike) Fotheringham, CEO of Taproot, and Rob…
- EP343 After the Exit - Identity, Reinvention, and the Next Chapter
What happens after you sell the business that defined you? In this episode, host Colleen O'Connell-Campbell sits down with Candace Sutcliffe, who spent nearly 20 years building The Chef's Paradise (CA Paradis) - a 104-year-old Ottawa retai…
- EP342 How SheBoot is Solving the 2% Problem
Host: Colleen O'Connell-Campbell, Wealth Advisor, RBC Dominion Securities Guests: Sonya Shorey (CEO, Invest Ottawa), Jennifer Francis (Chair, Capital Angel Network), and Julia Elvidge - Co-founders of She Boot Episode Summary: Only 2% of v…
- EP341 Cash Confidence is the Missing Piece in your Exit Strategy
Revenue is vanity. Profit is sanity. Cash flow is sovereignty. In this episode, host Colleen O'Connell-Campbell sits down with Melissa Houston - CPA, business finance coach, fractional CFO, and author of 'Cash Confident' - to explore why s…
- EP340 The Pension Playbook
Episode Summary: Forget everything you thought you knew about pension plans being just for government workers. In this episode, pension lawyer Jean-Pierre (JP) Laporte, Pension Lawyer and Founder, Integris Pension Management, joins host Co…
- EP339 The ABCs of IPPs and RCAs
In this episode of The Cash Rich Exit Podcast, host Colleen O'Connell-Campbell sits down with Muneer Feeroze and Clark Steffy of Canadian Benefits Associates to unpack two powerful retirement tools for incorporated entrepreneurs: individua…
- EP338 IPPs 101 (Ontario Edition) - A Practical Guide for Ontario Business Owners
Host Colleen O'Connell-Campbell 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 turn…
- EP337 Fun Frank Advice 2025 - The Annual Montage
It's time for an annual tradition on The Cash Rich Exit Podcast: the Fun Frank Advice montage. In this special episode, host Colleen O'Connell-Campbell curates a fast-moving mashup of "wisdom, wit and wonderfully unfiltered moments" from t…
- EP 336 Why you Won't Sell Until you're Personally Ready
"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…
- EP335 Turning your Business Into a Sellable Asset
In this episode of 'The Cash-Rich Exit Podcast', host Colleen O'Connell-Campbell welcomes back serial entrepreneur and M&A advisor Scott Duke, founder of Business Succession Group. Scott talks about his latest innovation - The Value Accele…
- EP 334 Purpose, People, and the Art of Letting Go
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 busine…
- EP333 From Olives to Ownership - Finding Purpose in Entrepreneurship
In this episode, Colleen O'Connell-Campbell sits down with Elizabeth Kilvert , 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…
- EP332 Unlocking Legacy and Liquidity - Exit Strategies for $5M-$50M Businesses
💡 Episode Summary In this episode, host Colleen O'Connell-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,…
- EP331 Be the Owner, Not the Renter - Building Brands That Last
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, eLu…
- EP330 Building, Selling, and Thriving Beyond Business
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 Ext.tech . In th…
- EP 329 Strategic Partnerships and Real Estate Insights
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…
- EP328 Intentionality, Identity, and the Exit Journey
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 helpi…
- EP327 Rethinking Succession - Why Employee Ownership Might Be your Legacy Move
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 Colleen O'Connell-Campbell chats with Charlie Iscoe, whose venture - CommonS…
- EP326 Identity, Reinvention and Entrepreneurial Grit
In this candid and energizing episode of 'The Cash Rich Exit Podcast', host Colleen O'Connell-Campbell sits down with author, educator, and tech entrepreneur Dr. Lindy Ledohowski . From academia to publishing to leading a fast-scaling SaaS…
- EP325 A Scenic Exit - How Peter Deitz Turned an Eight-Year Journey into Shared Prosperity
In this episode, host Colleen O'Connell-Campbell 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 cr…
- EP324 Community Impact and Resilient Legacies Through Employee Ownership
In this final segment of a powerful three-part conversation, Colleen O'Connell-Campbell and Jennifer Williams explore the community-level impact of employee ownership for Canadian business owners - beyond the dollars and deal terms. If you…
- EP323 The Tax-Smart Exit - Why Employee Ownership Trusts Are Gaining Ground
In part two of this three-part series, Colleen welcomes back Jennifer Williams to explore the financial power behind Employee Ownership Trusts (EOTs). This isn't just a values-based feel-good exit. EOTs now offer significant tax advantages…
- EP322 The Case for Employee Ownership (Part 1)
Host: Colleen O'Connell-Campbell Guest: Jennifer Williams, Founder of Firefly Insights In part one of a three-part series, Colleen sits down with Jennifer Williams , a passionate advocate for employee ownership and founder of Firefly Insig…
- EP321 Employee Ownership could be your Best Exit Strategy
👋 at RBC Dominion Securities In this episode, host Colleen O'Connell-Campbell, Wealth Advisor, sits down with Tiara LeTourneau , CEO of Rewrite Capital Advisors , and a pioneer in bringing Employee Ownership Trusts (EOTs) to Canada. Tiara…
- EP320 Valuing Digital Assets for a Smarter Exit
Welcome back, Self Made Nation! In this episode, I reconnect with Brock Murray , co-founder of seoplus+, to explore a topic that's fast becoming essential to business exit strategy: how to identify, measure, and maximize the value of your…
- EP319 Building Smart Networks and Smarter Exit
In this episode, I sit down with seasoned M&A expert Eric Cardinal - 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…
- EP 318 Strategic Finance for a Cash-Rich Exit
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 Shady Abboud , CEO of Unloop Accounting and Foun…
- EP317 Navigating Tax Complexities for a Cash-Rich Business Exit
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 Colleen O'Connell-Campbell sits down with Mike Nazarov, a seasoned tax…
- EP316 Estate Planning for Business Owners - Securing your Legacy
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. Colleen O'Connell-Campbell is joined by Erin Kelley , estate planning lawyer at Co…
- EP315 Building Strong Private Boards - Jennifer Mondoux on Governance Excellence
Welcome back to The Cash Rich Exit Podcast with me, your host, Colleen O'Connell-Campbell . Today, we're spending time in the world of governance and leadership with Jennifer Mondoux , Managing Partner, CEO, and Founder of MondouxRollins P…
- EP314 Protecting your Business through Life's Unexpected Challenges
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.…
- EP313 Purposeful Philanthropy
Welcome to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell , 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 beyo…
- EP312 Building Businesses and Bridging Gaps in Productivity
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 i…
- EP311 Fun, Frank Advice for a Cash Rich Exit in 2025
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 - v…
- EP310 Building M&A Potential for Traditional and Service Businesses
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 restruc…
- EP309 Navigating Tech M&A for Exit Success
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…
- EP308 Beyond the Exit - Redefining Identity and Purpose
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 perso…
- EP 307 Leadership and Loneliness – Finding Connection at the Top
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…
- EP306 Finding your Rhythm: Balancing Business Growth and Personal Well-Being
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…
- EP305 Bold Beginnings and Business Lessons
Welcome back to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. In today's episode, I sit down with Lily Bond, the inspiring young entrepreneur behind Spyce Girlz, who launched her business as a teena…
- EP304 Blending Passion and Purpose
Welcome to The Cash Rich Exit Podcast, where we discuss the entrepreneurial journey from inception through to a successful exit. I'm Colleen O'Connell-Campbell, your host and Wealth Advisor at RBC Dominion Securities. Today, we're joined b…
- EP303 Planning for the Unpredictable- a Guide for Canadian CEOs and Founders
Welcome (back) to The Cash Rich Exit Podcast! I'm Colleen O'Connell-Campbell, your host and Wealth Advisor, dedicated to guiding you, the Self Made Nation, through the pivotal transitions of your entrepreneurial journey. Today, I'm calling…
- EP302 Navigating the Seas of Investment - A Summer Book Club Wrap-Up
Hello, Self-Made Nation! I'm your host Colleen O'Connell-Campbell, Wealth Advisor. As we wind up the summer, we're rounding out our powerful book club series, where we've sailed through the investment strategies of some of the great financ…
- EP301 From Wall Street to Main Street - Exploring 'Trillions' and the Index Fund Revolution
Welcome to The Cash Rich Exit Podcast, I'm Colleen O'Connell-Campbell, your host and Wealth Advisor. On this podcast, we talk about the entrepreneurial journey, from the inception of a business idea through to a wealth-focused exit. Today…
- EP300 Celebrating Milestones with "A Random Walk Down Wall Street"
Hello, Self Made Nation, and welcome back to The Cash Rich Exit Podcast. I'm your host, Colleen O'Connell-Campbell, Wealth Advisor. As we celebrate our 300th episode today - a true milestone - I want to express my heartfelt gratitude to al…
- EP299 The Importance of a Guiding Investment Philosophy (ft 'The Intelligent Investor' and Alicia Castelino)
Welcome to The Cash Rich Exit Podcast, where we talk about the full spectrum of the entrepreneurial journey with a keen eye on successful, planned exits. I'm your host, Colleen O'Connell-Campbell, here to guide you through building a thriv…
- EP298 Investment Philosophy 101 - A Summer Book Club
Welcome to The Cash Rich Exit Podcast! I'm your host, Colleen O'Connell-Campbell, here to guide ambitious entrepreneurs through the complexities of building a business designed for a prosperous and fulfilling exit. Today marks the beginnin…
- EP297 Individual Pension Plans as a Path to Entrepreneurial Security
Welcome to The Cash Rich Exit Podcast, where I, Colleen O'Connell-Campbell, guide you - ambitious CEOs, founders, and business owners - through critical entrepreneurial financial transitions. Today's episode is especially important for tho…