🎙️ Welcome to The Cash Rich Exit Podcast, with me, your host, Colleen O'Connell-Campbell. This episode I sit down with Sarwar Qureshi, a seasoned accountant and partner at Patterson and Company. Sarwar's journey in accounting and his passion for helping small businesses are worth your time.
On the episode, we explore:
💼 Unique insights into the world of small business accounting, discussing the varied definitions and needs of 'small businesses' in the current economic landscape.
👥 The critical role of personalized client relationships in accounting and how it affects business continuity and success.
🤝 The importance of networking and building meaningful professional relationships in the accounting world.
🌐 How active involvement in the community ties into professional growth and opportunities for Sarwar.
📊 Insights into the M&A landscape in Ottawa. Why the M&A Club Ottawa may serve as a key resource for business owners contemplating their exit strategies.
🎧 Listen to Sarwar's expert advice and gain inspiration to navigate your business's financial journey with confidence.
🌟🌟 🌟 🌟 🌟 Please leave us a five-star rating if you enjoy our content. Your feedback helps us reach and empower more entrepreneurs on their journey to a cash-rich exit.
🌟 Don't miss the opportunity to book a complimentary 1:1 Wealth Gap Analysis with me. Let's strategize your successful and prosperous business exit in 3-5 years. Reach out to me on LinkedIn or email me.
Remember: every business story is unique, and with the right guidance and insights, your journey to a successful exit can be both rewarding and transformative. Let's turn your vision into reality!
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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.
EP255 6 key ratios to track for a cash-rich exit in your business
EP254 Five small business tax planning strategies for the year-end
EP253 Make your marketing dollars go further in a recession
EP252 How the law is tool for building entrepreneurial wealth
EP251 Can we really find opportunity in a recession?
EP250 🥳 Let’s normalize wealth creation in business
EP249 The importance of intentionality in business exits; even in a bear market
EP248 The effects of ‘Monopoly Control’ on the value of your business
EP247 How the ‘Switzerland Structure’ works in business valuation
EP246 How to take feedback from your customers
EP245 Growth potential as a driver of value for your business
EP244 How to reduce the dependency of a company on its owner
EP243 The three financial drivers that determine the value of your business
EP242 Do you know the value of your business?
EP 241 Why 70% of businesses that want to sell will not sell
EP240 Committing to building value in your business
The business of buying and selling businesses
EP238 Resources to support a journey into EOS
EP237 The importance of solving problems effectively
EP236 Vulnerability, vision, and the EOS way
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