1 rich Libsyn https://www.libsyn.com 90 600 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 - CommonShares - is flipping the script on business exits. &amp;nbsp; Charlie brings Wall Street investment experience and a mission to keep Canadian businesses local by transitioning ownership to employees. He explains how their model allows retiring owners to receive fair market value while protecting their teams and communities. &amp;nbsp; If you’re a founder who says, “I’ll deal with it eventually” - this episode is your wake-up call. &amp;nbsp; 🔑 Key Highlights &amp;nbsp; The succession gap in Canada: 91% of business owners have no plan in place. The CommonShares model: Founders get paid a fair price, and ownership transitions gradually to employees. Why it matters: Preserves legacy, protects jobs, and keeps Canadian companies Canadian. Types of businesses they acquire: Light manufacturing, professional services (architecture, engineering, accounting), property services, etc. The people factor: How a bench of 100+ operators helps ensure continuity post-exit. What founders can do now: Start documenting what matters - financial goals, legacy values, level of future involvement. 💬 Fun, Frank Advice from Charlie &amp;nbsp; “If you’re listening to this, it’s probably because you’ve built something remarkable. So don’t let your exit be an afterthought. Take time. Get it right. This isn’t just a transaction - it’s your legacy.” &amp;nbsp; Want to explore your own succession plan? Colleen offers a complimentary 1:1 Wealth Gap Analysis - to bridge the gap between your business success and personal financial freedom. 👉 Connect on LinkedIn - Colleen O’Connell-Campbell - or email to book your session. &amp;nbsp; 📝 Enjoying the podcast? Help us grow! Leave a 5-star rating and a short review. Every review helps more entrepreneurs find us. *** 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/37674700/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/37674700