By Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,
4.6
55 ratings
The podcast currently has 306 episodes available.
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 teenager and turned it into a thriving brand. As an entrepreneur in her 20’s, Lily has already faced immense challenges and learned how to navigate the entrepreneurial landscape, offering valuable insights for seasoned business owners and aspiring entrepreneurs alike.
🧑🍳 Building a Business from Scratch: Lily shares her entrepreneurial journey, starting Spyce Girlz in high school to solve a problem she noticed in the spice industry - too much salt and too many unhealthy ingredients. Her story is a perfect example of how passion and necessity can lead to innovation and success.
🌱 The Power of Mentorship: Lily discusses the role of mentorship and the support she received, from her mother to business accelerators like Invest Ottawa and YSpace. She explains how this guidance has helped shape her entrepreneurial education, proving that even "self-made" entrepreneurs need a strong support system.
💪 Overcoming Challenges as a Young Entrepreneur: One of the biggest hurdles Lily has faced is being underestimated as a young woman in business. She talks of her experiences with suppliers and contractors who didn’t take her seriously and how she learned to advocate for herself and demand the quality her business deserves.
🏆 Fun, Frank Advice: Lily’s key piece of advice? “Don’t be afraid to be weird.” She encourages entrepreneurs to be bold, be different, and embrace their authentic selves. It’s these traits that set successful businesses apart.
🎯 Key Takeaways:
Trust your instincts and follow your passion.
Advocate for yourself, especially when others don’t give you the respect you deserve.
Surround yourself with a support system, but also learn to navigate the tough decisions alone.
Being bold and different is a competitive advantage in business.
If you’re looking for inspiration from a fearless young leader who’s already making waves in the business world, this episode is a must-listen!
Want to shape your business journey in preparation for a cash-rich exit? Let’s connect! I’m offering a complimentary 1:1 wealth gap analysis to help you navigate your next steps. Reach out to me on LinkedIn or via email to schedule your one-on-one 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.
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 by Sheena Brady, the dynamic founder of tease, a company that’s redefining wellness with its unique tea and botanical-infused essentials.
🌿 From Hospitality to Health: Sheena shares her body of work from a decade-long career in hospitality to discovering the potent world of tea and functional botanicals. This pivot was a career change and a personal health revelation that inspired the foundations of tease. Sheena discusses how early challenges and a serendipitous introduction to tea sommelier training sparked her entrepreneurial spirit.
💪 Empowering Women Entrepreneurs: A passionate advocate for women in business, Sheena talks about founding the Founders Fund, an initiative that supports underrepresented women entrepreneurs through funding, education, and mentorship. This effort reflects her commitment to creating opportunities for women, mirroring her own journey of overcoming the obstacles to success.
🌱 Sustainability and Impact: Tease isn’t just about tea; it’s about creating a sustainable and impactful business. Sheena delves into how Tease has integrated sustainability into every aspect of its operations, from product development to community engagement. Her approach not only enhances the brand's market appeal but also sets a new standard for ethical business practices.
🔗 Key Takeaways for Entrepreneurs:
Understand Your Wealth Gap: Sheena emphasizes the importance of knowing what resources you need to maintain your lifestyle without your daily business operations.
Invest in Protection: She encourages considering safeguards to protect against unforeseen health issues that could impact personal finances and business operations.
Plan for Non-Sale Exits: Sheena’s story highlights the need for alternative exit strategies that ensure both financial security and legacy preservation.
📢 If you’re contemplating your exit strategy, or how to infuse more purpose into your entrepreneurial ventures, let’s connect. I offer a complimentary one-on-one wealth gap analysis to help you navigate your options and plan effectively. Reach out on LinkedIn or email to book your session.
Thank you for tuning in to today’s episode. If Sheena’s story has inspired you or sparked ideas for your own business journey, I’d love to hear from you. And remember, building a business is about crafting a legacy - not just for financial gain but for community impact. Until next time, keep striving towards your own cash-rich exit.
TTFN, ta-ta for now!
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 your attention to a topic that is perhaps not as talked about as it should be by Canadian CEOs, founders, and business owners: preparing for a future where selling your business might not be an option. It’s a reality that 91% of business owners over 55 are facing without a formal succession plan.
In this episode I’ll give you the primer you need to start planning.
🔍 Understanding the Importance of Early Planning:
Tax Minimization: Strategies to reduce your tax liability as you transition your business.
Strategic Business Transition: How to plan effectively for handing over your business reins.
Planning for Retirement and Financial Freedom: Ensuring your post-business life is secure and fulfilling.
Wealth Transfer: How best to pass on your wealth to the next generation.
We'll explore these areas through the story of "Sally", a CEO-Founder of a consultancy firm whose business model relied heavily on her daily involvement. When a health crisis struck, the lack of a protective business framework led her business to falter, highlighting the critical need for robust planning.
🛡️ Key Takeaways you’ll Gain from this Episode:
Understand your Wealth Gap: Identify what resources you need to maintain your lifestyle without the business’s daily operations.
Consider Protection: The importance of critical illness insurance* or similar safeguards to protect against unforeseen health issues that could impact your business and personal finances.
Plan for Non-Sale Exits: Develop strategies for exiting your business that don't rely on finding an external buyer but secure your legacy and financial future.
🌟 Sally's Story as a Learning Tool: Sally's experience underscores the necessity of a wealth gap analysis and having a plan that encompasses the ideal exit and prepares for unexpected challenges.
📈 An Invitation to Action: If Sally’s situation resonates with you, or if you're starting to think about your exit strategy, whether it’s looming in the near future or further down the line, I'm here to help. I offer a complimentary one-on-one wealth gap analysis that can help you put in place a strategy to bridge financial gaps and prepare comprehensively for the future. Reach out to me via LinkedIn or email.
Disclaimer: Please note that this podcast episode references insurance.
The strategies, advice and technical content presented are provided for the general guidance and benefit of our listeners, based on information that we believe to be accurate and complete, but we cannot guarantee its accuracy or completeness.
This published content is not intended as nor does it constitute legal or tax advice.
Listeners should consult their own lawyer, accountant or other professional advisor when planning to implement a strategy.
This will ensure that their own circumstances have been considered properly and that action is taken on the latest available information. Interest rates, market conditions, tax rules, and other investment factors are subject to change.
Insurance products are offered through RBC Wealth Management Financial Services Inc.(“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.(“RBC DS”)*
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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.
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 financial minds.
📘 Retrospective Insights: In this series, we set out on a literary journey with Benjamin Graham's "The Intelligent Investor," then we travelled the unpredictable paths of Burton Malkiel's "A Random Walk Down Wall Street," and finally explored the innovative ideas of Robin Wigglesworth's "Trillions". Each book offered unique insights into building a robust financial foundation, emphasizing market pricing, the futility of timing the market, and the undeniable power of diversification.
🔍 Key Strategies
In EP 298 we covered The Intelligent Investor: We revisited Graham's time-honoured principles of value investing which taught us the virtues of discipline and patience, and the importance of focussing on long-term growth rather than short-term speculation.
In EP 300 we A Random Walk Down Wall Street: Malkiel's work reinforced that market movements are unpredictable in the short term, advocating for the efficiency of broad-market index funds over the risks of individual stock picking.
In EP 301 we covered Trillions: We delved into the transformative impact of index funds and ETFs as detailed by Wigglesworth, illustrating how a systematic investment approach based on market indices can significantly enhance post-business exit wealth creation.
If you haven’t listened to those episodes yet, I recommend you start there.
🌊 Charting Future Courses: As we anchor this series, the combined wisdom of these pivotal works steers us toward one clear horizon - the power of a diversified, evidence-based investment strategy. This philosophy not only aligns with our mission at The Cash Rich Exit Podcast but also paves the way for you, the visionary entrepreneur, toward sustainable financial independence and wealth preservation.
🧭 Setting Sail for New Adventures: As we chart new territories in upcoming episodes, I invite you to reflect on these teachings and integrate them into your investment strategy. Prepare to navigate the next phase of our journey together with the solid foundation of a well-crafted investment philosophy. Subscribe to our podcast and never miss an episode that could make a crucial difference in your financial and entrepreneurial journey.
Thank you, Self-Made Nation, for joining me on this summer of discovery.
Until next time, may your investments be wise, your vision clear, and your resolve unwavering on your journey to a cash-rich exit.
I am your host - Colleen O’Connell-Campbell: Connect with me on LinkedIn
📞 Book a 1:1 Wealth Gap Analysis with Colleen
Planning to exit your business in 5-10 years? Evaluate and close your wealth gap. Book a 1:1 Wealth Gap Analysis session with me via LinkedIn today and start your journey towards a cash-rich exit!
As you hit play, please leave us a five-star rating 🌟🌟🌟🌟🌟
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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.
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 marks our third and final episode in a ‘book club’ series focused on transformative investment philosophies, joined by Alicia Castellino, Senior Relationship Manager at Dimensional Fund Advisors.
We read "Trillions" by Robin Wigglesworth, a book that chronicles the revolutionary rise of index funds and ETFs, instruments that have reshaped the investment landscape. This narrative is a tale of financial innovation and a testament to the power of disruption and simplicity - themes resonant with every entrepreneur.
Key Insights from 'Trillions':
🚀 Innovation and Disruption: We explore the creation of index funds as a disruptive force in finance, paralleling the innovative spirit that drives your businesses. Understanding these principles can provide strategic insights into managing wealth post-exit.
🛠️ Simplifying Investment: Just as index funds have democratized investing by making it accessible and easier to manage, we discuss how entrepreneurs can simplify their wealth management strategies to ensure a smooth transition from active involvement to passive income generation.
🌟 Lessons from Wall Street Mavericks: The foresight shown by the pioneers of index funds offers valuable lessons on anticipating market needs and executing ideas that can lead to widespread impact. We draw parallels to how you can position your business and personal finances for long-term success.
🏆 Warren Buffett’s Endorsement: Reflecting on Warren Buffett's famous wager that highlighted the effectiveness of index funds over active management, we discuss the importance of choosing investment strategies that are proven to yield long-term benefits.
🔍 Evidence-Based Investment Philosophy: The episode underscores the necessity of adopting an evidence-based approach to investing, which aligns with the principles of index funds - minimizing risk while embracing the market’s overall upward trajectory.
As we wrap up our insightful book club trilogy, I hope these discussions inspire you to look at your investment strategies through a new lens - appreciating the value of simplicity, evidence, and strategic foresight in your journey toward a cash-rich exit.
Stay tuned and keep in touch with me on social as I continue to bring you more episodes filled with expert insights and practical advice tailored for entrepreneurs like you. Subscribe to our podcast and never miss an episode that could make a crucial difference in your financial and entrepreneurial journey.
And if you’ve enjoyed this series, please take a moment to leave us a 5-star rating. Your feedback not only supports our work but also helps us reach and help more entrepreneurs achieve their goals.
***
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.
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 all of you for joining me on this journey. Your engagement and feedback have transformed this podcast into a beacon for entrepreneurs aiming for a prosperous and intentional business exit.
A Cash Rich Exit!
For this milestone episode we continue our focus on investment philosophy. I am joined by Alicia Castellino, Senior Relationship Manager of Dimensional Fund Advisors, as we read an investment classic, "A Random Walk Down Wall Street" by Burton Malkiel. This book it's a masterclass in understanding market behavior and harnessing it to support the wealth you've earned through your business.
📘 Investment Strategies from "A Random Walk Down Wall Street":
🔍 Understanding Market Behavior: We dissect the random walk theory which suggests that stock market prices move randomly and unpredictably—a crucial concept for demystifying market gyrations.
🧩 Debunking Stock Picking Myths: With Malkiel as our guide, we tackle the essence of market efficiency and the myths surrounding stock picking.
📊 Emphasizing Discipline: We emphasize the power of a disciplined, broad-market investment approach, integrating these principles into strategies that align with your dynamic business journey.
As we weave through the metaphorical streets of Wall Street, let’s unravel the intricate tapestry of investment strategies that transition you from active business management to passive wealth growth.
🌟 Celebrating Our Journey Together: Reaching episode 300 is not just a number but a testament to our collective quest for knowledge and empowerment. Each episode, each conversation, and each insight serves as a stepping stone towards achieving our ultimate goals of financial independence and a successful business exit.
Join me in the next episode as we continue to explore foundational investment philosophies and strategies. Don’t forget to subscribe so you never miss an episode of The Cash Rich Exit Podcast. Your support through ratings and reviews helps us reach more listeners like you, empowering more entrepreneurs on their journey to a cash-rich exit.
Here's to many more episodes of learning, growth, and success.
Thank you, Self Made Nation, for walking this path with me.
****
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.
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 thriving business designed for a prosperous future. In today’s episode, I emphasize the importance of an investment philosophy as a cornerstone of financial success and stability.
I'm joined by Alicia Castelino, Senior Relationship Manager of the Wealth Management Group at Dimensional Fund Advisors Canada. We’re kicking off our book club trilogy by studying "The Intelligent Investor - The Definitive Book on Value Investing" by Benjamin Graham.
Hit play now because here’s a glimpse into what we cover:
📘 Understanding Value Investing: We begin our discussion by exploring the timeless principles laid out by Benjamin Graham, focusing on the crucial difference between investing and speculating. Understanding this distinction is essential for developing a long-term investment strategy that withstands market volatility.
📊 Long-Term Investment Strategies: Alicia and I discuss the importance of having a long-term game plan in investing. Patience and discipline are not just virtues but necessities for anyone looking to build and preserve wealth over time.
🔍 The Merits of Diversification: Diversification is a bedrock principle of successful investing. From managing inflation impacts to wealth preservation, diversification helps mitigate risks and enhances the potential for steady returns.
💲 Exploring the Value of Value Investing: The conversation turns to the core of value investing - understanding the real worth of investments and why cost matters. This segment illuminates the strategies for identifying undervalued assets that can contribute to robust investment returns.
📈 The Role of Professional Financial Advice: Professional advice can be invaluable in navigating complex financial markets. We discuss how consulting with experts can help tailor a financial plan that considers tax consequences, estate planning, and legacy building, ensuring a comprehensive approach to wealth management.
🎯 Prioritizing Goals Over Market Gains: One of the most crucial discussions today revolves around the question, "What’s more important? Beating the market or achieving your financial plan?" This discussion helps reframe investment success as meeting personal financial goals rather than just outperforming the market.
This episode is packed with insights and actionable advice. Whether you're a seasoned investor or just starting your financial journey, Alicia’s expertise and our discussion on Benjamin Graham’s principles will undoubtedly offer valuable perspectives.
🌟 Your Feedback Matters: If you enjoy the show and find our conversations enriching, please consider leaving us a five-star rating on iTunes. Your support helps us reach more listeners like you, empowering the Self-Made Nation with the knowledge to achieve financial independence.
Connect with me, Colleen O’Connell-Campbell on LinkedIn, and we can read together in my summer book club.
Are you ready to explore how to set yourself up for a Cash Rich Exit from your business? Book a Wealth Gap Analysis with me via email or LinkedIn.
***
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.
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 beginning of a special series - our summer book club!
📚 The Summer's Reading List: Join me as we dive into three seminal books on investment that are cornerstone to any entrepreneur’s financial library. Whether you are a seasoned investor or just beginning to navigate the financial waters, these books promise to enrich your understanding and sharpen your investment acumen:
📘 The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham
📙 A Random Walk Down Wall Street by Burton Malkiel
📗 Trillions by Robin Wigglesworth
🌟 What to Expect: This series isn’t just about reading; it’s about engaging in a meaningful dialogue about the principles these books discuss and applying them to your entrepreneurial and investment efforts. Expect insightful discussions, refreshed with our new theme focusing on navigating your journey toward a cash-rich exit.
🤓 Get Involved: I encourage you to join the conversation on LinkedIn, tag me in your posts, as you read; and let’s discuss these concepts together. It’s also a good way way to connect with fellow entrepreneurs and deepen our collective understanding of investment strategies.
🌞 Here’s to a Productive and Insightful Summer: Thanks for tuning in, and as always, I am excited to guide you through these complex nuances of entrepreneurship and investment. Let’s make this summer enjoyable and incredibly productive with new insights and strategies that pave the way to your eventual cash-rich exit.
💬 Feedback Makes Us Better: If you enjoyed today’s episode or any of our series, please leave us a 5-star rating. Your support motivates us to keep bringing valuable content to you and the entire Self-Made Nation.
Connect with Colleen O’Connell-Campbell on LinkedIn.
***
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.
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 those of you over the age of 40 with a significant T4 income, as we explore an exceptional tool for securing your financial future: the Individual Pension Plan (IPP).
🌟 Why Consider an IPP?
The IPP offers a suite of benefits tailored for business owners aiming to maximize their retirement savings while minimizing taxes. I cover the breakdown in the episode including:
Tax Advantages: Contributions made by your corporation are tax-deductible and grow on a tax-deferred basis, providing a potent mix of immediate and long-term tax savings.
Higher Contribution Limits: Unlike RRSPs, IPPs allow for higher contribution limits, which increase with age, making them an excellent option for those looking to catch up on their retirement savings.
Creditor Protection: Enjoy peace of mind knowing your retirement savings in an IPP are protected from creditors.
Flexible Retirement Options: IPPs provide flexibility in terms of retirement age and benefits, aligning perfectly with personal and business exit strategies.
📊 How Does an IPP Work?
Funding: Your corporation funds the IPP, ensuring sufficient assets to provide the required retirement benefits, with contributions determined by an actuary.
Investment: While IPP funds can be invested similarly to those in an RRSP, they come with certain restrictions due to pension legislation. The funds must be managed under a "prudent investor" standard, focusing on diversification and risk management.
Retirement: Upon retirement, the IPP can begin making pension payments directly to you, or the commuted value can be transferred to another retirement savings plan. These payments are eligible for pension income splitting and tax credits, optimizing your financial benefits.
Remember, planning early for your exit and retirement is about securing financial freedom and ensuring a smooth transition to a comfortable retirement. Do seek out opportunities to enhance your financial well-being with tailored, sector-specific advice.
I am your host - Colleen O’Connell-Campbell: Connect with me on LinkedIn
📞 Book a 1:1 Wealth Gap Analysis with Colleen
Planning to exit your business in 5-10 years? Evaluate and close your wealth gap. Book a 1:1 Wealth Gap Analysis session with me via LinkedIn today and start your journey towards a cash-rich exit!
Thank you for tuning in to The Cash Rich Exit Podcast. If you’ve found this episode enlightening, please leave us a five-star rating 🌟🌟🌟🌟🌟 and share your thoughts.
***
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.
Welcome to The Cash Rich Exit Podcast! I’m your host, Colleen O’Connell-Campbell, and today, we're visiting the agribusiness world with Lisa Courtney Lloyd, Vice President of Business Development at Market Maker Agriculture. With her extensive background in corporate strategy and marketing, Lisa offers invaluable insights into navigating the complex landscape of mergers and acquisitions within the agribusiness sector.
🌱 Our Conversation Focuses On:
🌾 Exploring the unique challenges faced by agribusiness owners, especially those in family-run operations who may lack a succession plan.
📈 Understanding the importance of preserving legacy while ensuring a business’s longevity and operational continuity post-sale.
💼 Discussing the strategic moves agribusiness owners can make today to prepare for a successful exit tomorrow.
🔑 Key Insights Include:
🤝 The role of strategic partnerships and how finding the right buyer can impact the future success of your agribusiness.
🌍 The significance of aligning a business’s operational goals with market realities to enhance its value and appeal to potential buyers.
🔄 Preparing for the complexities of the sales process and how to navigate them effectively.
📢Are you an agribusiness owner thinking about the future of your enterprise? Connect with Lisa Courtney Lloyd and the team at Market Maker Agriculture to explore how you can position your business for success in the long term.
I am your host - Colleen O’Connell-Campbell: Connect with me on LinkedIn
📞 Book a 1:1 Wealth Gap Analysis with Colleen
Planning to exit your business in 5-10 years? Evaluate and close your wealth gap. Book a 1:1 Wealth Gap Analysis session with me via LinkedIn today and start your journey towards a cash-rich exit!
Thank you for tuning in to The Cash Rich Exit Podcast. If you’ve found this episode enlightening, please leave us a five-star rating 🌟🌟🌟🌟🌟 and share your thoughts.
****
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.
The podcast currently has 306 episodes available.