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
Thursday Nov 07, 2024
Why CPAs Matter and Guide Successful Business Sales
Thursday Nov 07, 2024
Thursday Nov 07, 2024
Selling a business is often unfamiliar and can cause anxiety, but having the right advisors in place can help ease the process. In our latest episode of 'The Ins and Outs of Selling a Business' with our guest Steven Nicokiris , we discuss the role of trusted advisors, especially CPAs, in preparing for a successful business sale. Join us as we share insights on the importance of building trust, understanding your business value, and making the right investments to maximize your exit potential.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Oct 24, 2024
Thursday Oct 24, 2024
Explore the key characteristics private equity firms prioritize when evaluating potential acquisitions. Grasping these critical factors can significantly enhance a business's appeal to investors. In today's episode of The Ins and Outs of Selling a Business with our guest Jack McGlinn as we talk about the essential roles of management teams, recurring revenue, and customer concentration in driving successful investments. Discover how these elements can shape your business's future and make a lasting impression in the competitive investment landscape.Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Oct 10, 2024
Building Strong Teams for Successful Business Acquisitions with guest Jack McGlinn
Thursday Oct 10, 2024
Thursday Oct 10, 2024
Building a strong team is key to business growth, and finding the right talent infuses your organization with fresh energy and innovative ideas while unlocking access to new markets. Hear more about the importance of assembling a top team to expand your business reach and grow your top line in our latest episode of ‘The Ins and Outs of Selling a Business’ with our guest Jack McGlinn.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Aug 15, 2024
Motivation Matters in Successful Business Sales: Planning for the Road Ahead
Thursday Aug 15, 2024
Thursday Aug 15, 2024
In today's episode of The Ins and Outs of Selling a Business, we recap the season's highlights and offer a glimpse into what's next in Season 4. Reflecting on the journey of three successful seasons, this episode wraps up season 3 by highlighting the value we have provided to business owners. It also covers insights gained, listener's feedbacks, and the importance of preparing not just for the business side, but also the emotional aspects of selling a company.Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Aug 01, 2024
2024 Market Trends: Mid-Year Review and Predictions
Thursday Aug 01, 2024
Thursday Aug 01, 2024
In the first half of 2024, market activity has been slower than anticipated, especially for larger deals, due to high interest rates and reduced multiples. Despite significant capital available, deal volumes have dropped. Interestingly, smaller transactions remain steady and in demand, driven by private equity add-on acquisitions. In today's episode of 'The Ins and Outs of Selling a Business' we explore these trends and what to expect in the second half of the year.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Jun 20, 2024
Thursday Jun 20, 2024
Discover the emotional highs and lows of transitioning from business owner to retiree as we continue our conversation with our guest, Mark Rollins. Learn how Mark and his wife Jody reinvented their lives and founded a new business to help others navigate retirement in today's episode of 'The Ins and Outs of Selling a Business.'
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Jun 06, 2024
Thursday Jun 06, 2024
In today's episode of 'The Ins and Outs of Selling a Business,' we welcome back one of our first guests Markham Rollins to explore the emotional journey and strategic decisions behind selling a multi-generational business. We discuss the fears, uncertainties, and challenges faced during the process, offering insights into overcoming seller’s remorse, the importance of hiring an M&A advisor, and finding the right cultural fit. Join us as we dive deep into the intricacies of planning and executing a successful business exit with valuable advice and personal stories.Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday May 23, 2024
The Emotional Rollercoaster Of Selling Your Business: Heart Of The Deal - Part 2
Thursday May 23, 2024
Thursday May 23, 2024
Discover the emotional journey of selling your business in our latest episode of 'The Ins and Outs of Selling a Business'. Join us as we delve into the critical decision-making process, uncovering the doubts, uncertainties, and fears that often accompany this significant step. From understanding the true value of your company to preparing for market entry, we explore essential strategies to navigate the emotional landscape of selling your business.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday May 09, 2024
Heart of the Deal: Emotional Considerations in Selling Your Business
Thursday May 09, 2024
Thursday May 09, 2024
In today's episode of 'The Ins and Outs of Selling a Business' we delve deep into the emotional landscape of selling, navigating through doubts, uncertainties, and anxieties that arise during the process. From dealing with deal fatigue to understanding the importance of communication and assembling a supportive team, we explore strategies to ensure a successful outcome aligned with your goals and objectives.Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
Thursday Apr 25, 2024
Harnessing the Power of CRM: A Blueprint for Business Growth with Jeff Clair
Thursday Apr 25, 2024
Thursday Apr 25, 2024
Discover the intricacies of sales processes and the importance of analytics in our latest episode of 'The Ins and Outs of Selling a Business' with our guest Jeff Clair. We talk about real-life examples and the vital role of tools like CRM systems. Gain valuable insights on setting goals, fostering accountability, and navigating the complexities of managing a sales team.
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.