The Ins and Outs of Selling a Business
This podcast taps the expertise of Keith Dee, President and CEO of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions.
Episodes
4 days ago
4 days ago
Environmental issues can be a major hurdle in business transactions, especially for manufacturing companies. Delays in addressing concerns can extend closing dates, drive up costs, and complicate negotiations. In today's episode of 'The Ins and Outs of Selling a Business,' we discuss how environmental due diligence impacts deals and why proactive planning is key.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Feb 27, 2025
What Business Owners Don’t Know About Exit Planning
Thursday Feb 27, 2025
Thursday Feb 27, 2025
Successful business sales don’t end at the closing table—what happens next is just as important. Business owners need a clear strategy to manage their wealth, avoid seller’s remorse, and plan for long-term financial security. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Dvorak of Discovery Point Wealth Advisors, we talk about post-sale transitions, wealth management, and the critical steps to ensure a successful transaction.Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Feb 20, 2025
How Real Estate Can Make or Break Your Business Sale
Thursday Feb 20, 2025
Thursday Feb 20, 2025
Real estate plays a crucial role in business sales, and addressing it early can make all the difference. From lease agreements to sale options, sellers need to evaluate how real estate impacts their deal structure and financials. In today's episode of The Ins and Outs of Selling a Business, we explore key strategies for handling real estate in M&A transactions to ensure a smooth closing.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Feb 13, 2025
How a Financial Quarterback Guides Business Owners
Thursday Feb 13, 2025
Thursday Feb 13, 2025
Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Feb 06, 2025
The Risk of Selling at the Wrong Time
Thursday Feb 06, 2025
Thursday Feb 06, 2025
When selling a business, it’s not just about making the sale; it’s about making the right sale. If market conditions aren't favorable, it may be wise to hold off and wait for better opportunities. In today's episode of 'The Ins and Outs of Selling a Business,' we explain why timing matters in M&A transactions and how waiting for the right moment can lead to better outcomes for your business.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Jan 30, 2025
What’s Driving Optimism in 2025 Business Deals?
Thursday Jan 30, 2025
Thursday Jan 30, 2025
The outlook for 2025 shows potential for growth in M&A activity, with optimism and capital available to support deals. Despite some challenges in 2024, such as interest rates and geopolitical factors, the market is anticipated to pick up this year. In today's episode of The Ins and Outs of Selling a Business as we break down the factors that shaped 2024 and discuss why experts believe 2025 will be a stronger year for business transactions.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Jan 23, 2025
This Week's Biggest Hurdle
Thursday Jan 23, 2025
Thursday Jan 23, 2025
Discover the latest insights into the business selling process with our new podcast segment, "This Week's Biggest Hurdle" part of our podcast series 'The Ins and Outs of Selling a Business'. In this episode, we discuss the complexities of due diligence and the importance of effective communication between buyers and sellers. As we navigate five active deals, we share real-world challenges and solutions that can impact your business sale. Join us for valuable tips and strategies to ensure a smooth transaction.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Dec 19, 2024
Why Private Equity’s Demand for Acquisitions Has Grown
Thursday Dec 19, 2024
Thursday Dec 19, 2024
Understanding the evolving buyer landscape is crucial for business owners in today’s market. From private equity firms to family offices, the variety of potential buyers has expanded significantly, offering both opportunities and challenges. In today's episode of 'The Ins and Outs of Selling a Business,' we discuss how this impacts lower middle-market companies and the importance of strategic preparation.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Dec 05, 2024
Don't Rely on Familiar Buyers for your Sale!
Thursday Dec 05, 2024
Thursday Dec 05, 2024
Relying on familiar buyers might seem easy, but it can limit your options and the value of your business. In today's episode of 'The Ins and Outs of Selling a Business,' together with our guest Peter Lehrman, we cover why sellers should explore the full market, what risks come with sticking to known buyers, and how to position your business for the best deal. Learn more about making informed decisions for a successful sale.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Nov 21, 2024
Multiple Offers... The more the better deal!
Thursday Nov 21, 2024
Thursday Nov 21, 2024
In today’s episode of The Ins and Outs of Selling a Business we’re joined once again by Steven Nicokiris, a seasoned advisor and CPA with over 35 years of experience. We discuss key case studies, highlighting both successful and less-than-ideal outcomes to help guide business owners when making the critical decision to sell. Join us and learn about importance of choosing the right buyer and the value of considering long-term growth opportunities for both owners and their teams after a sale.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273

Meet Your Host
Selling a business is one of the most important decisions a business owner will ever make. An M&A advisor with a track record of maximizing value can make sure it is also hugely rewarding. Enter Keith Dee of Osage Advisors.
Keith has more than thirty years of experience partnering with business owners to sell their companies. Osage Advisors provides a highly personalized service that emphasizes an open and honest line of communication with clients through every step of the transaction process.