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Colleen O'Connell-Campbell delivers inspirational stories from the Self-Made Nation. She puts a focus on planning and wealth management strategies for businesses looking to build the strategy that will lead to a cash-rich exit. With guests across different industries and philosophies, you'll hear stories that go deep and tactical. Perhaps most importantly, Colleen and her guests offer 'fun, frank advice' in a segment that is being compiled into a book.

May 3, 2022

Welcome to the 4th and final installment of our deep dive into building value in your business, if you plan to sell in 5-10 years. 


Todd Perry, Vice-President at Kehoe Marine Construction, joins us in this masterclass episode series to highlight the importance of a cash-rich exit and how that links to financial freedom for business owners. Specifically in this episode, we’ll discuss how to translate company values into personal values. Todd and I highlight different ways to optimize business buyouts.


The key takeaway of the episode is to put together strategies to fully support your family goals and objectives before a business exit. 


Todd and I dig into 👇


💫 Identifying family interests for the future 

💫 The benefits of Tax Planning 

💫 The need for an Advisory Board for advanced planning 


There's much more to this conversation on the podcast.


Listen now! 🎧