Preview Mode Links will not work in preview mode

Dec 5, 2023

Welcome to another insight-packed episode of The Cash Rich Exit Podcast. Today, our host Colleen O'Connell-Campbell is joined by Robert Bezede, Director of Corporate Finance at Norton McMullen. Together, they explore essential strategies for successful business exits.


In this episode, youโ€™ll hear:


๐Ÿ“ˆ Timely Exit Strategies: Insights on exit planning for business owners, emphasizing starting early to implement a solid strategy.


๐Ÿ‘ฅ Lower Mid-Market Focus: Understanding the unique needs of businesses with annual profits between $1 million and $5 million.


๐Ÿ’ฐ Valuation Essentials: Managing expectations around net after-tax gains and focusing beyond just the gross numbers.


๐Ÿ”„ Transition Risks: How transition risk impacts business valuation and strategies to minimize it.


๐Ÿ” Value Evaluation: Four key areas to evaluate business value, including owner involvement and customer relationships.


๐Ÿ“Š Preparation Tips: Practical advice for owners to maximize their business's sale value.


๐Ÿ› ๏ธ M&A Challenges: Addressing common challenges and costs in the M&A process.


This and much more in the full conversation between Colleen and Robert. Before you hit play, please take a second to leave us a five-star rating ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ๐ŸŒŸ Your feedback helps us reach more listeners like you.


Looking to plan your own cash-rich exit in 5-10 years? Reach out to Colleen on LinkedIn for a personalized one-on-one wealth gap analysis. Connect now and take the first step towards a successful and profitable business sale! ๐Ÿ“ง๐Ÿค



The Cash Rich Exit Podcast is brought to you by Oโ€™Connell-Campbell Wealth Management at RBC Dominion Securities.


All opinions expressed by the host, Colleen Oโ€™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 Oโ€™Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.