1 rich Libsyn https://www.libsyn.com 90 600 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 created space for new ventures, empowered employees, and protected the company’s B Corp values. The episode is a roadmap for any founder looking to exit with both financial return and community impact. &amp;nbsp; 🔑 Key Highlights &amp;nbsp; The Long Game: Peter’s exit took 8 years - twice the time he spent actively running the business. He stayed in a governance role and planned a patient, values-aligned transition. First in Canada: Grantbook became the first Canadian company to officially transition to an Employee Ownership Trust on Jan 1, 2025. This structure ensures lasting impact and local wealth-building. The Emotional Return on Exit: For Peter, legacy outweighed liquidity. He prioritized a fair price while choosing a structure that would protect jobs, uphold mission, and keep culture intact. Mistakes Made and Lessons Learned: He reflects candidly on tax structuring choices that impacted capital gains exemptions - and offers advice for others planning ahead. New Chapter with Unwrapit: Peter is now growing a digital gifting company, Unwrapit, which aligns social impact with user choice and sustainability. Fun, Frank Advice from Peter Deitz: “Start early. The longer the runway, the more control you have. And if you go the employee ownership route, you’ll be met by very happy employees - and a thriving community.” ☕ Curious if an Employee Ownership Trust might be your best path forward? Book a 1:1 Wealth Gap Analysis with Colleen O’Connell-Campbell and map out your strategy. 👉 Connect via LinkedIn or email to get started. ⭐ Enjoyed this episode? Please leave us a 5-star review. Your feedback helps more founders discover how to exit on their own terms. *** The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion&amp;nbsp;Securities. &amp;nbsp; All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do&amp;nbsp;not reflect the opinion of RBC Dominion Securities. &amp;nbsp; This podcast is for informational purposes only before taking any action based on information in this podcast you should&amp;nbsp;consult with a qualified professional. &amp;nbsp; Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor&amp;nbsp;Protection Fund. The Cash Rich Exit Podcast http://thecashrichexitpodcast.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37353075/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/37353075