podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Keith Dee
Shows
The Ins and Outs of Selling a Business
The Final Months Before a Sale Can Make or Break Your Exit
A strong growth strategy can make the difference between an average valuation and a premium one. In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with Marc Emmer, President of Optimize, Inc., to discuss why buyers invest in future growth, not just past performance. Together, they explore how market positioning, strategic planning, leadership alignment, and AI are shaping business value in today's M&A market. Whether you're planning to sell in one year or five, this episode offers practical insights on building a compelling growth story, preparing your le...
2026-06-25
20 min
The Ins and Outs of Selling a Business
The Buyer Had One Condition: Don’t Leave After the Sale
What happens when the right buyer wants you to stay with the business longer than you planned? In this episode of The Ins and Outs of Selling a Business™, Keith Dee discusses one of the most common challenges business owners face during negotiations: extending their post-closing transition period. He explains why buyers often require sellers to stay involved longer, how that request impacts deal structure, and why it doesn't necessarily mean giving up the lifestyle you've worked so hard to create. If you're considering selling your business, this episode offers practical insight into balancing your pe...
2026-06-18
07 min
The Ins and Outs of Selling a Business
Don't Sell Your Business Without Integrating AI First
Selling a business today requires more than strong financial performance. Buyers are increasingly evaluating how companies use technology, preserve institutional knowledge, and prepare for the future. In Part 2 of this conversation, Keith Dee sits down again with Ken Winell, Co-CEO of Nexus Digital Group, to discuss how AI can help businesses capture employee expertise, improve onboarding and training, modernize legacy systems, and enhance value during the sale process. They also explore why every business should have an AI policy and how owners can take practical steps to stay ahead as technology continues to evolve. If...
2026-06-11
22 min
The Ins and Outs of Selling a Business
The Truth About Earnouts: Risks Rewards and Deal Structure
Selling a business often comes down to one challenge: bridging the valuation gap between buyer and seller. In this episode of The Ins and Outs of Selling a Business™, Keith Dee discusses earnouts and why they have become a common tool in today’s M&A market. Keith explains how earnouts work, why buyers use them to reduce risk, and how sellers can structure them properly to protect their interests. If you're considering selling your business, this episode provides practical insight into one of the most important deal terms you may encounter. Contact Keit...
2026-06-04
06 min
The Ins and Outs of Selling a Business
Why AI Is Becoming a Major Factor in M&A Deals
Selling a business in today’s market is no longer just about financial performance. Buyers are now asking a new question: “How is your company using AI?” In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with Ken Winell, Co-CEO of Nexus Digital Group, to discuss how artificial intelligence is changing the way businesses are evaluated, operated, and valued. They explore how business owners can prepare for AI-related due diligence, why having an AI policy matters, and how companies are using AI to improve efficiency, supply chain management, HR, mark...
2026-05-28
21 min
The Ins and Outs of Selling a Business
Why Business Sales Are Taking Longer to Close in Today’s Market
Why are business sales taking longer to close in today’s market? In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains why buyers are moving more cautiously and what business owners can do to keep deals on track. Keith discusses the impact of market uncertainty, buyer hesitation, due diligence pressure, and the importance of being fully prepared before going to market. From financial reviews to management alignment, he shares why preparation is critical to building buyer confidence and maximizing value in today’s M&A environment. If you’re consider...
2026-05-21
07 min
The Ins and Outs of Selling a Business
Burnout Before the Deal? Here's What Goes Wrong
Selling a business can test even the strongest leaders, especially when stress, internal conflict, and decision fatigue begin to build. In Part 2 of this conversation, Keith Dee sits down again with Dr. Parker Hays of Lasting Impact Wellness to discuss how business owners can stay focused and resilient throughout the sales process. They explore burnout, emotional endurance, handling pressure from family members and key employees, and practical strategies for making better decisions when the stakes are highest. If you’re preparing to sell your company, this episode highlights why mental clarity and recovery are critical to...
2026-05-14
25 min
The Ins and Outs of Selling a Business
How Buyers Revisit Your Sale Price After the Deal Closes
You sold your business… then the buyer came back with a different number. In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains the post-closing true-up process and why it can become one of the most frustrating parts of a transaction. From working capital disputes and inventory adjustments to indemnification claims and earnouts, Keith breaks down the key areas that can impact what sellers ultimately walk away with after closing. If you’re preparing to sell your business, this episode explains how proper deal structure and experienced advisors can he...
2026-05-07
15 min
The Ins and Outs of Selling a Business
How to Stay Sharp and Avoid Costly Mistakes During a Business Sale
Selling a business is a high-pressure process and performance matters. In this episode of The Ins and Outs of Selling a Business™, Keith Dee speaks with Dr. Parker Hays, emergency physician and performance coach, about how to stay sharp when the stakes are highest. They discuss why performance under pressure is a trainable skill, how values and mindset impact decision-making, and why many sellers struggle during due diligence. If you’re preparing to sell, this episode shows how to stay focused, avoid reactive decisions, and perform at your best when it matters most. Cont...
2026-04-30
21 min
The Ins and Outs of Selling a Business
Should You Sell Your Business Now or Wait? Here's the Reality
How’s the market for selling a business right now? In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains how years of uncertainty, from COVID to interest rates and global events, have impacted M&A and why timing matters more than ever. With significant capital still on the sidelines and motivated buyers in the market, there is real opportunity for sellers. But after years of delays, many owners are running out of time to wait. If you’ve been holding off on selling, this episode breaks down why now may be...
2026-04-23
07 min
The Ins and Outs of Selling a Business
Why Sellers Lose Deals: The Mindset Mistake That Kills Value
Selling a business isn’t just a financial transaction. It’s a mental game. In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with performance coach Lauren Johnson to explore how mindset directly impacts outcomes during a sale. From navigating due diligence to managing stress, uncertainty, and outside pressures, they break down why many business owners shift from “playing to win” to “playing not to lose” and how that can derail a deal. If you’re preparing to sell your business or currently in the middle of a transaction...
2026-04-16
23 min
The Ins and Outs of Selling a Business
Can Your Buyer Actually Close? What Every Seller Needs to Know
You have a deal on the table, but can the buyer actually close? In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains why certainty of close is one of the most overlooked and critical factors in any transaction. From private equity firms to independent sponsors, not every buyer has the capital or structure to get a deal done. Learn how to spot red flags, evaluate financial strength, and avoid costly delays or failed deals. Because in the end, the best deal is the one that actually closes.
2026-04-09
08 min
The Ins and Outs of Selling a Business
The Psychology of Selling a Business and Why It Affects Your Decisions
Selling your business is not just a financial transaction. It is a mental and emotional one that can impact every decision you make along the way. In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with mental performance coach Lauren Johnson, who has worked with elite athletes, executives, and high performers under pressure. Together, they break down how mindset, preparation, and emotional control play a critical role before, during, and after a sale. From preparing for buyer meetings to navigating due diligence and managing the pressure of uncertainty, th...
2026-04-02
20 min
The Ins and Outs of Selling a Business
Why You Should NEVER Talk to a Buyer Without an Advisor
Selling your business is not as simple as taking a call from a buyer. In many cases, it can lead to wasted time, lost value, and deals that fall apart. In this episode of The Ins and Outs of Selling a Business™, Keith Dee shares real examples of what can go wrong when owners engage buyers without proper preparation. From lowball offers to failed deals and costly due diligence, these situations are more common than you think. The message is simple. Don’t go it alone. A structured process and the right advisors are key to p...
2026-03-26
07 min
The Ins and Outs of Selling a Business
What Happens When Your Chosen CEO Can't Lead After You Sell
As a business owner, building a strong leadership team is critical, especially when preparing to sell your company. But what happens when the person you expected to take over isn’t ready, loses confidence, or creates complications during the sale process? In this episode of The Ins and Outs of Selling a Business™, Keith Dee discusses a common challenge sellers face when their chosen successor becomes part of the transaction. Whether the buyer questions their leadership ability, the individual hesitates to step into the role, or contract negotiations create unexpected tension, these situations can add stress and risk...
2026-03-12
08 min
The Ins and Outs of Selling a Business
When Your Life’s Work Is for Sale: What Selling Your Business Really Feels Like
Selling a business is not just a financial transaction. It is also a deeply personal and emotional journey for founders and their families. In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with life coach Ellen Palmer to discuss why emotional preparedness plays a critical role in the sale process. They explore how stress, identity, and sustained pressure can affect decision making, especially during due diligence. If you are preparing to sell your company or currently in the middle of a deal, this conversation highlights an often overlooked fa...
2026-03-05
21 min
The Ins and Outs of Selling a Business
60 Days to Close… Or Lose Everything
You’ve signed the Letter of Intent, but the deal is far from done. In this episode, Keith Dee of Osage Advisors explains why the 60 to 90 days after an LOI are the most critical stage of a sale. As due diligence intensifies, buyers dig deeper into your financials, legal documents, customers, and operations. This is where mindset becomes key. Sellers must shift from protective owner to committed closer, embracing transparency and urgency to maintain momentum and protect value. If you’re entering or navigating the post-LOI phase, this episode outlines what it really takes to reach a succ...
2026-02-19
09 min
The Ins and Outs of Selling a Business
Can Your Kids Really Run the Business? What to Know Before You Hand It Over
When it comes to succession planning, the biggest challenges aren’t always financial—they’re emotional. In this episode of The Ins and Outs of Selling a Business™, Keith Dee continues his conversation with Jeff Savlov, a family business consultant and therapist who helps owners navigate the complex emotional and relational dynamics of passing a business to the next generation. From entitlement issues and unqualified heirs to blended families and silent resentment, Jeff shares real stories and insights on how to address tough conversations early, avoid costly mistakes, and keep both the family and the business intact. W...
2026-02-12
20 min
The Ins and Outs of Selling a Business
Why 2026 Could Be the Best Year Yet to Exit Your Business
Is Now a Good Time to Sell Your Business? Here's What We're Seeing "How's the market?" It’s the question we’re hearing from nearly every business owner right now. In this episode of The Ins and Outs of Selling a Business™, Keith Dee, President of Osage Advisors, shares why 2026 could be a strong year for M&A. With plenty of capital on the sidelines and renewed interest from both private equity and strategic buyers, the environment is shifting in a seller’s favor. If you’ve been waiting for the right time, this episo...
2026-02-05
05 min
The Ins and Outs of Selling a Business
Selling the Family Business: Avoiding Drama, Conflict, and Hurt Feelings
What happens when your children don’t want your business, or worse, expect to inherit it without paying? In this episode of The Ins and Outs of Selling a Business™, Keith Dee talks with family business & wealth consultant, Jeff Savlov of Blum & Savlov, LLP, about how entitlement, silence, and poor planning can derail succession. Jeff shares his personal story and practical tips to help business owners avoid conflict and protect both their legacy and family relationships. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦...
2026-01-30
21 min
The Ins and Outs of Selling a Business
How Emotions Can Derail Your Business Sale (And How to Stop It)
Selling a business isn’t just about numbers. For many owners, especially those nearing retirement, it can bring up unexpected emotions that impact decision making. In this episode of The Ins and Outs of Selling a Business™, Keith Dee of Osage Advisors talks about a challenge many sellers face but few discuss: emotional vulnerability. From uncertainty about life after the sale to pressure from family, these emotions can derail even the strongest deals if not addressed. Keith shares what to expect and how to navigate it with the right support and preparation. Contact Keith: Osag...
2026-01-22
08 min
The Ins and Outs of Selling a Business
How to Prepare for Buyer Demands After the LOI
In this episode of The Ins and Outs of Selling a Business™, Keith Dee of Osage Advisors is joined by Philip FitzGerald of Amplify Consulting Services to talk about what many sellers don’t see coming… the intensity of due diligence after a letter of intent is signed. We cover why today’s buyers demand so much more information, how private equity firms and their consultants operate, and why sellers need to be fully prepared before they go to market. From document requests to unexpected delays, how you plan ahead can determine whether your deal moves forward or falls...
2026-01-15
20 min
The Ins and Outs of Selling a Business
Selling Your Business? Don't Share THIS Before the LOI
How Much Should You Share Before the LOI? In this episode, we cover a key question in the M&A process: what information should you share with buyers before a Letter of Intent is signed? Keith Dee of Osage Advisors explains how to balance transparency with confidentiality, what goes into a CIM, and why today’s buyers often ask for more upfront. We also share how the right info early on can speed up due diligence later. If you're preparing to sell, this episode will help you share the right details at the ri...
2026-01-08
11 min
The Ins and Outs of Selling a Business
The $40M Myths That Almost Cost This Founder Everything
Thinking about selling your business? Don’t guess your company’s value. In this episode, Keith Dee from Osage Advisors sits down with Philip Fitzgerald of Amplified Consulting Group to break down M&A prep for first-time sellers and family-owned businesses. Learn the real steps to understand your business’s worth, avoid common mistakes, and get the most out of your exit. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel! https://www.youtube.com/channel/UCtjPAHGcQhOfm7HfLAMVy8w
2026-01-02
22 min
The Ins and Outs of Selling a Business
Deals That Almost Died: How We Sold Businesses No One Wanted to Buy
In this episode of The Ins and Outs of Selling a Business, Keith is joined by Jim Young and Philip Dee for a candid year-in-review of 2025’s most complex deals. Together, they unpack transactions that nearly fell apart, required creative structures, and demanded constant pivots to close. From how special business designations impact valuation to earn-outs, seller notes, operational challenges, and deals that drew hundreds of buyers but only a few real contenders, this episode offers a behind-the-scenes look at what it really takes to get deals done. Contact Keith: Osage Advisors, LLC...
2025-12-18
24 min
The Ins and Outs of Selling a Business
Seller Notes Explained: The Deal Structure Buyers LOVE, and Sellers Benefit From
In this episode, we break down seller notes, one of the most common (and misunderstood) tools in M&A deal structuring. We explain what seller notes are, why buyers love them, and how sellers can actually benefit from offering financing as part of the deal. From increasing your sale price to helping a deal cross the finish line, seller notes can be a powerful tool when used the right way. If you're preparing to sell your business or just want to understand what makes deals work, this episode is packed with insights on how to...
2025-12-11
09 min
The Ins and Outs of Selling a Business
M&A Year in Review: The Biggest Trends You Need to Know
This year has been an interesting one in the world of M&A. In this special year-end episode, we’re bringing together members of the Osage team to reflect on the deals, trends, and lessons that defined 2025. Our guests, Philip Dee (Senior Associate, Business Development) and Jim Young (Managing Director), join us to share what they saw in the market, how we helped clients get deals across the finish line, and what business owners should be thinking about as we head into the new year. Whether you're preparing to sell or just watching the market, th...
2025-12-04
20 min
The Ins and Outs of Selling a Business
How M&A Firms Help you Sell Straight to the Buyer
Already Have a Buyer? Here’s Why You Still Need an M&A Advisor In this episode, we talk about what happens when a buyer approaches you directly, and why bringing in an M&A advisor is still critical. From deal structure and negotiation to protecting your interests and creating leverage, there’s a lot more to closing a deal than just finding a buyer. If you're thinking, “I’ve already got someone interested, do I really need help?” — this episode is for you. Contact Keith: Osage Advisors, LLC osageadvisors...
2025-11-27
09 min
The Ins and Outs of Selling a Business
How to Handle the Unknowns When Selling your Business
In this episode, we continue the conversation sparked by one of the best questions we've ever been asked: "When should I expect the unexpected?" The answer: at every stage of the process. We dig deeper into what surprises really look like during a business sale, from hidden issues to buyer behavior shifts to personality clashes. No matter how experienced you are, something always comes up. Our role is to help you manage those risks before they become roadblocks. You can't eliminate uncertainty, but you can reduce it. How you handle the unexpected often determines the...
2025-11-20
23 min
The Ins and Outs of Selling a Business
Selling Your Business? Here’s How to Beat Deal Fatigue
Selling a business isn’t just a financial process, it’s an emotional one. Long hours, constant pressure, and unexpected challenges can take their toll, leaving even the most prepared owners feeling drained and uncertain. This emotional strain is what we call deal fatigue. It’s that point in the process when stress, doubt, and exhaustion start to creep in, and it can affect not just you, but your entire team. In this episode, we explore what causes deal fatigue, how it shows up during the sale process, and the best way to n...
2025-11-13
09 min
The Ins and Outs of Selling a Business
Before, During, and After the Deal — Expect the Unexpected
When a client asked us, “When should I expect the unexpected?” it was a rare question, but an important one. In this episode, we share how we guide new clients through the early stages of considering a sale, including understanding their goals and walking them through our process. We also break down the four key phases where surprises often show up: before going to market, during the sale process, after a deal is signed, and post-closing. No matter how prepared you are, the unexpected is part of the journey. This episode will help you know what to expe...
2025-11-06
20 min
The Ins and Outs of Selling a Business
Thinking About Selling your Business? Don’t Miss This Market Update
In this episode, we break down what we’re seeing in today’s market, and why these uncertain times are raising real concerns for business owners thinking about selling. From interest rate pressure and valuation gaps to buyer hesitation and lack of visibility, we explore the trends shaping the current deal landscape and the impact they’re having on timing. Before deciding whether to go to market now or wait for conditions to shift, it is critical to take a close look at your business and your goals. The market will come back. The question is: ar...
2025-10-09
08 min
The Ins and Outs of Selling a Business
25 Years of Osage Advisors: What Business Success Really Takes
How do you define success? Milestones, profitability, legacy, and community all play a role, but the real story is often more complex. In this episode of The Ins and Outs of Selling a Business, Keith Dee reflects on his 25-year journey building Osage Advisors from a one-man startup into a trusted M&A advisory firm. From launching right before 9/11 and surviving market crashes, to navigating COVID and rebranding, Keith shares the risks, pivots, and perseverance it took to keep moving forward. For Keith, success isn’t just about numbers, it’s about resilience, relationships, and lega...
2025-10-03
21 min
The Ins and Outs of Selling a Business
Sellers: Here’s Why Buyer Financing Matters Most
When a lender tries to change the deal structure to fit their needs, it can throw the whole transaction off track. But here’s the truth: it’s the buyer’s responsibility to solve lender problems - not the seller’s. In this video, Keith Dee of Osage Advisors explains: Why buyers must take ownership of lender approval How sellers should monitor buyer financing week by week The risks of involving a seller note in lender negotiations Why a buyer’s track record with lenders matters in getting deals closed As the seller...
2025-09-25
09 min
The Ins and Outs of Selling a Business
Why Every Detail of Your Deal Structure Matters
In the M&A world, we always say “the devil is in the details” and that could not be more true when it comes to deal structure. Today’s due diligence process is more detailed than ever. It can feel overwhelming, but the fine points are where deals succeed or fall apart. In this episode, we explore how the structure of your transaction plays directly into the details that buyers and their advisors are carefully reviewing. If you are planning to sell your business or support someone who is, this conversation will help you better understand what it tak...
2025-09-18
20 min
The Ins and Outs of Selling a Business
Why Buyers Back Out Before the Deal Closes — And What You Can Do About It
Selling your business is a massive undertaking — emotionally, mentally, and logistically. You’ve spent a career building something valuable, and now you’re shifting gears, pitching that value to potential buyers and navigating complex conversations about your company’s future. But what happens when serious buyers walk away… even before a Letter of Intent is signed? In this episode, we share real-world insights from our own experience with buyers backing out — what triggered it, how we handled it, and why it happens more often than you think. From shifting priorities to internal deal dynamics, these situations a...
2025-07-24
10 min
The Ins and Outs of Selling a Business
Customer Capital Explained: What It Is and Why Buyers Care
We’re back with Eric Lawton, CEO of Impact Financial Wealth Management, to continue our conversation on one of the most overlooked (but most powerful) drivers of business value: the intangibles. In this episode, we dive deeper into the non-financial elements that can help maximize your sale price. We also explore another key driver of value: customer capital — the strength of your relationships with people outside the business, like clients, vendors, partners, and your broader community. These connections are a powerful part of what makes your company attractive to buyers. Whether you're planning a sale soon...
2025-07-17
24 min
The Ins and Outs of Selling a Business
Turning Uncertainty Into Opportunity: Leading Through a Business Sale
Selling your business? You're not the only one feeling the pressure. Stress, anxiety, fear of the unknown — these emotions are common for business owners during a sale. But one critical aspect often gets overlooked: Your employees are feeling it too. Whether someone’s been with you for 2 years or 20, your team has built their lives around your business. To them, it’s more than a paycheck — it’s a second home. And when a sale is on the table, their future feels uncertain. In this episode, we explore how owners can reduce fear, lead...
2025-07-10
09 min
The Ins and Outs of Selling a Business
What Buyers Really Pay For: The Role of Intellectual Capital in Valuation
What Really Drives Business Value? (Hint: It’s Not Just Revenue) When business owners start planning for a sale, the focus usually lands on the numbers—revenue, margins, and profit growth. But there's another side of value that often gets overlooked… and it could make all the difference. In this episode, we’re joined by Eric Lawton, Founder & CEO of Impact Financial Wealth Management and an expert in exit planning, to explore the intangible drivers of business value. Whether you're years away from selling or already mapping out your exit, this conversation offers strategic insights that can signific...
2025-07-03
23 min
The Ins and Outs of Selling a Business
From LOI to Close: The Hardest Part of Selling a Business
In this episode, we welcome back Rachel Fearnley, CEO of Dreamscapes Marketing + Design, for a candid conversation about life on the other side of the deal. After years of marketing for a winery, Rachel stepped into a whole new role—selling it. She walks us through the unexpected twists that followed signing the Letter of Intent (LOI)—when she thought the hard part was over. Spoiler: it was just beginning. From underestimated emotions to the complexities of due diligence, Rachel shares what surprised her most, what she wishes she knew sooner, and why clear communication (with...
2025-05-22
19 min
The Ins and Outs of Selling a Business
The #1 Deal Killer in M&A: Financial Performance - And What to Do About it
In this episode, we dive into the top reason deals fall apart—declining or inconsistent financial performance. Whether you're just starting the sale process or deep in negotiations, financial performance is always under the microscope. Buyers ask about your latest numbers right up to the closing table. So what happens when a company starts missing its numbers mid-deal? Today we share a real example from a current engagement where the business’s performance dipped during due diligence—and how our team worked with both buyer and seller to find a solution that kept the deal alive...
2025-05-15
08 min
The Ins and Outs of Selling a Business
What It’s Really Like to Sell a Business: An Unexpected Seller Shares Her Story
In this episode, we sit down with Rachel Fearnley, CEO of dreamscapes marketing + design—and one of our longtime marketing partners—to talk about her unexpected journey from marketer to business seller. dreamscapes had been working with Stonington Vineyards as their marketing agency when life took an unexpected turn. After the passing of one of the owners and the declining health of his wife, Rachel was asked to step in as President and Director of Operations to help stabilize the vineyard. What began as a marketing relationship quickly became something more, as Rachel found herself leading the busi...
2025-05-08
20 min
The Ins and Outs of Selling a Business
Selling a Booming Business? Why an Interim CFO Might Be Your Best Move
In this episode, we take you inside a real deal: our client’s business is booming—revenues have doubled, and they’re weeks from going to market. But selling a company doesn’t pause day-to-day operations. That’s why we recommended bringing in an interim, part-time CFO to handle due diligence and keep the team focused on growth. If you're planning to sell while business is thriving, this video is for you. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2025-05-01
06 min
The Ins and Outs of Selling a Business
Turning People Into Power: How Teams Drive Growth
This week, we're welcoming back Alyssa Gelbard, Founder & CEO of Point Road Group, for a conversation that flips the script on business growth. Alyssa shares a real-world example of a successful business with loyal clients and glowing satisfaction… yet they were struggling to generate new leads. The problem? Their team didn’t look or sound like the high-performing brand they truly were. From weak LinkedIn presence to generic messaging, the company wasn’t telling its full story—and it was costing them credibility with potential clients. Alyssa breaks down how she helped turn that around by strengthening employee...
2025-04-24
21 min
The Ins and Outs of Selling a Business
The Market is Uncertain, But Your Strategy Shouldn’t Be
We’ve been getting the same question over and over: “Should we be selling right now?” The market is uncertain, and there’s no clear direction—but that doesn’t mean you should hit pause. In this video, we share why we’re advising most clients to stay the course, continue marketing, and monitor buyer activity. There’s still capital on the sidelines—and real opportunities for well-positioned businesses. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2025-04-17
07 min
The Ins and Outs of Selling a Business
The Secret Business Value that Everyone Ignores
As business owners, our brand is everything. It’s not just a logo or a tagline — it’s an extension of who we are. We pour years into building, refining, and protecting it. But there’s one critical piece that often gets overlooked: employee branding. In this episode, we’re joined by Alyssa Gelbard, founder and CEO of Point Road Group — a leading expert in employee and executive branding. Alyssa shares powerful insights on how your team represents your business both inside and outside your company walls — and why that matters, especially when you’re thinking about gr...
2025-04-10
19 min
The Ins and Outs of Selling a Business
How Your Business Legacy Impacts Its Sale
Legacy plays a crucial role in the sale of a business. Beyond valuation, owners must consider their company's brand, culture, and employees when transitioning to new ownership. In today's episode of 'The Ins and Outs of Selling a Business,' with Andrea Brown of Frequency 110 we discuss the importance of planning for leadership succession, retaining key employees, and ensuring a smooth transition. Join us as we explore how business owners can leave a lasting impact while maximizing their company's value. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com
2025-03-27
20 min
The Ins and Outs of Selling a Business
How Stay Bonuses Keep Deals on Track
Navigating stay bonuses for key employees can be a critical part of the M&A process. Ensuring clear communication and early planning can help avoid internal conflicts that might impact the deal. In today's episode of 'The Ins and Outs of Selling a Business,' we discuss strategies for structuring stay bonuses and how they can influence a successful transaction. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2025-03-20
08 min
The Ins and Outs of Selling a Business
Why Owners Struggle to Step Back from Their Business
Shifting from working in your business to working on your business is key to scaling and building long-term value. Business owners often struggle with letting go, but developing a strategic mindset and empowering a strong leadership team can make all the difference. In today's episode of the Ins and Outs of Selling a Business, we're joined by our guest, Andrea Brown of Frequency 110, to explore how business owners can create a sustainable company that thrives beyond their direct involvement. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860...
2025-03-13
20 min
The Ins and Outs of Selling a Business
Why Environmental Due Diligence Matters in M&A
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
2025-03-06
08 min
The Ins and Outs of Selling a Business
What Business Owners Don’t Know About Exit Planning
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
2025-02-27
22 min
The Ins and Outs of Selling a Business
How Real Estate Can Make or Break Your Business Sale
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
2025-02-20
06 min
The Ins and Outs of Selling a Business
How a Financial Quarterback Guides Business Owners
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
2025-02-13
19 min
The Ins and Outs of Selling a Business
The Risk of Selling at the Wrong Time
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
2025-02-06
09 min
The Ins and Outs of Selling a Business
What’s Driving Optimism in 2025 Business Deals?
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
2025-01-30
17 min
The Ins and Outs of Selling a Business
This Week's Biggest Hurdle
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
2025-01-23
11 min
The Ins and Outs of Selling a Business
Why Private Equity’s Demand for Acquisitions Has Grown
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
2024-12-19
26 min
The Ins and Outs of Selling a Business
Don't Rely on Familiar Buyers for your Sale!
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
2024-12-05
27 min
The Ins and Outs of Selling a Business
Multiple Offers... The more the better deal!
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
2024-11-21
23 min
The Ins and Outs of Selling a Business
Why CPAs Matter and Guide Successful Business Sales
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...
2024-11-07
21 min
The Ins and Outs of Selling a Business
Key Traits Private Equity Firms Look for in Business Acquisitions with guest Jack McGlinn
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
2024-10-24
21 min
The Ins and Outs of Selling a Business
Building Strong Teams for Successful Business Acquisitions with guest Jack McGlinn
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
2024-10-10
23 min
The Ins and Outs of Selling a Business
Motivation Matters in Successful Business Sales: Planning for the Road Ahead
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
2024-08-15
17 min
The Ins and Outs of Selling a Business
2024 Market Trends: Mid-Year Review and Predictions
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
2024-08-01
23 min
The Ins and Outs of Selling a Business
From Business to Retirement: A Journey of Transformation – with guest Markham Rollins
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
2024-06-20
23 min
The Ins and Outs of Selling a Business
A Legacy in Transition: Selling a Multi-Generational Business – with guest Markham Rollins
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 ...
2024-06-06
24 min
The Ins and Outs of Selling a Business
The Emotional Rollercoaster Of Selling Your Business: Heart Of The Deal - Part 2
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
2024-05-23
22 min
The Ins and Outs of Selling a Business
Heart of the Deal: Emotional Considerations in Selling Your Business
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
2024-05-09
21 min
The Ins and Outs of Selling a Business
Harnessing the Power of CRM: A Blueprint for Business Growth with Jeff Clair
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
2024-04-25
18 min
The Ins and Outs of Selling a Business
Mitigating Risk in Sales: Strategies for Diversification with Jeff Clair
Explore the critical aspects of sales strategy, pipeline management, and customer relationships that drive business success in today's episode of 'The Ins and Outs of Selling a Business' with our guest, Jeff Clair. From adjusting methodologies to market shifts, nurturing personal connections, and assessing key factors for potential buyers, learn why understanding your unique value proposition and managing customer concentration is crucial for a successful business transaction. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-04-11
22 min
The Ins and Outs of Selling a Business
How Family Dynamics Influence Business Transition with Denis Horrigan
Discover the real-life stories and essential strategies behind successful business exits in today's episode of 'The Ins and Outs of Selling a Business'. Join us as we dive deep into the complexities of exit planning with our guest, Denis Horrigan. From balancing personal and professional life to navigating family dynamics and market changes, learn invaluable insights for your entrepreneurial journey. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-03-28
22 min
The Ins and Outs of Selling a Business
Finding Your Business Exit Route: Insights from Wealth Management Expert Denis Horrigan
In today's episode of 'The Ins and Outs of Selling a Business' with Denis Horrigan, we discuss the compelling analogy between navigating with old maps and the process of selling a business. Discover the importance of thorough planning and counseling for business owners, ensuring a smoother transition and achievement of desired goals. Tune in as we explore how possessing a clear roadmap can make all the difference in today's ever-changing market landscape. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-03-14
23 min
The Ins and Outs of Selling a Business
Leading with Purpose: Creating Organizational Culture - with guest Brent Robertson
Discover the essential elements of creating a thriving business culture. From understanding the importance of addressing complaints within your organization to the critical interplay between business systems and human systems. Join us in today's episode of the 'Ins and Outs of Selling a Business' as we explore the vital role of culture in preparing a business for sale. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-02-28
23 min
The Ins and Outs of Selling a Business
The Art of Adaptation: How Businesses Pivot and Prosper with Guest Brent Robertson
Understand the importance of creating a culture, gaining buy-in from the team, and executing strategic plans. In today's episode of 'The Ins and Outs of Selling a Business' with Brent Robertson, we explore the parallels between coaching a team and running a business. Learn how to elevate team performance and create conditions for success in any circumstance. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-02-15
21 min
The Ins and Outs of Selling a Business
Building Valbridge: from Local to National Enterprise with guest Geri Fitapelli
In today's episode of 'The Ins and Outs of Selling a Business,' we bring back Geri Fitapelli, a seasoned business valuation and real estate expert to share insights from her journey of building a national firm, Valbridge. Discover the challenges and successes along with the importance of finding the right fit in business partnerships, and how unexpected events can lead to valuable opportunities. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-02-01
24 min
The Ins and Outs of Selling a Business
Mastering the Market: Achieving a Competitive Business Valuation
Look closely at factors that influence your company's worth, from technological shifts to market uncertainties. Demystify the reasons why knowing a company's value is crucial, especially for small businesses. Join us in today's episode of the Ins and Outs of Selling a Business with Osage team member Geri Fitapelli as we share practical perspectives on planning and valuation, providing essential guidance for business owners. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-01-18
25 min
The Ins and Outs of Selling a Business
Beyond the Highest Bid: Factors Influencing Business Sale Decisions
From valuation surprises to navigating emotional hurdles, discover the intricate strategies that led to a doubling of the purchase price. Unlock the secrets of business selling and join us in our latest episode of 'The Ins and Outs of Selling a Business' as we unravel the journey of turning a lowball offer into a jackpot deal. Gain invaluable insights into the art of deal-making. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2024-01-04
21 min
The Ins and Outs of Selling a Business
The Team Advantage: One of your biggest Assets when Selling your Company
Assembling the puzzle of a successful business sale involves more than financial reports. In today's episode of the 'Ins and Outs of Selling a Business', discover the often overlooked key piece that brings creativity, energy, and diverse expertise to your operation that drives growth and profitability. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-12-14
20 min
The Ins and Outs of Selling a Business
Beyond the Sale: Tax Tips for Business Owners - with Richard Austin
In today's episode of the Ins and Outs of Selling a Business, we bring back Richard Austin of Integrated Partners to discuss expert advice on tax implications and estate planning. Transform your financial future and delve into the intricate world of tax planning and business succession. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-11-30
21 min
The Ins and Outs of Selling a Business
From Anxiety to Assurance: Planning Your Exit - with Richard Austin
Unlock the secrets to business exits and dive into the intricacies of successful transactions, strategic planning, and pitfalls to avoid. Join us in today's episode of 'The Ins and Outs of Selling a Business' with Richard Austin of Integrated Partners for valuable insights and expert guidance on your entrepreneurial journey. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-11-16
25 min
The Ins and Outs of Selling a Business
2024 Market Forecast: Navigating Business Sales and Valuations
Several factors, ranging from interest rates to supply chain disruptions, significantly affect M&A deal flow and most sellers and buyers adapt to these changes. In today's episode of 'Ins and Outs of Selling a Business' we delve into the complexities of the market in 2023, offering insights and predictions for 2024. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-10-19
15 min
The Ins and Outs of Selling a Business
How Fishing Can Effect the Sale of Your Business
How does fishing relate to selling your business? It's important for sellers to be prepared and not get distracted by the shiny object. In today's episode of 'Ins and Outs of Selling a Business' We explore why you should be prepared if you are looking to sell your business and why you owe it to yourself and your business to test the market. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-10-05
13 min
The Ins and Outs of Selling a Business
Maximizing Growth Potential Through Strategic Marketing - with guest Joe Grace
Realizing the maximum value of your business during a possible sale or acquisition heavily relies on unlocking the secrets to sustained business growth. In today's episode of 'The Ins and Outs of Selling a Business' with Joe Grace of Chief Outsiders, we explore how their CMO fractional consulting firm helps businesses implement effective strategies aimed at optimizing revenue mix and identifying upward growth potential. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-09-07
21 min
The Ins and Outs of Selling a Business
How Growth Powers A Successful Transaction - with Joe Grace
Unlock the keys to a successful business transaction by harnessing the power of growth. In today's episode of The Ins and Outs of Selling a Business, we dive into the world of strategic expansion, where every step fuels your business' value. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-08-24
24 min
The Ins and Outs of Selling a Business
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 2
Discover the realm of business transactions, where we serve as intermediaries and advisors, skillfully managing owner concerns and bridging gaps between buyers. In this episode, through meaningful dialogue and problem-solving, we strive to align the perfect buyer who matches the ideal fit, price, and value, leveraging our wealth of experience to ensure a successful and fulfilling deal. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-07-20
23 min
The Ins and Outs of Selling a Business
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 1
Discover the untapped potential of harnessing a Part-Time CFO's expertise to enhance the value of your business when navigating the selling process. In this episode, through comprehensive financial analysis and invaluable insights, these skilled CFOs empower business owners to make well-informed decisions, guaranteeing their full understanding and appreciation of their company's true worth and significance. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-07-06
30 min
The Ins and Outs of Selling a Business
Maintaining a Management Team when Selling, Part 2
Discover the potential of targeted non-qualified compensation programs, surpassing 401k limitations to retain invaluable key employees. In this episode, we delve into how businesses can strategically leverage these targeted programs to recognize the genuine worth and profound impact of their vital talent on organizational success. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-06-22
26 min
The Ins and Outs of Selling a Business
Maintaining a Management Team when Selling, Part 1
Sometimes, raising prices to improve margins can backfire as potential buyers associate it with lower unit sales. In this episode, learn from our client's experience and the airline industry's strategy to maximize profitability. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-06-08
21 min
The Ins and Outs of Selling a Business
How to Exit Your Business on Your Terms, Part 2
Discover the importance of sustainable competitive advantage in today's business landscape! In this episode, Keith Dee explores the key factors behind declining margins and the significance of pricing strategies. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-05-25
21 min
The Ins and Outs of Selling a Business
How to Exit Your Business on Your Terms, Part 1
As a business owner, what are the techniques and strategies that can help you exit your business on your terms? In this episode, Keith Dee explores the immense value and improved lifestyle outcomes that come with a well-planned exit. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-05-11
23 min
The Ins and Outs of Selling a Business
How to Get a Deal to Letter of Intent when Selling your Business: Part 2
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-03-23
24 min
The Ins and Outs of Selling a Business
How to Get a Deal to Letter of Intent when Selling your Business: Part 1
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
2023-03-09
24 min
The Ins and Outs of Selling a Business
Why a Cyber Security Plan Maintains Your Company’s Value: Part 2
Kieth continues his talk with Darragh Fitzpatrick, from the Tabush Group, about the importance of cyber security. Any technical problem is major disruption to a business; therefore, cyber security is something we need to constantly maintain. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2023-02-23
26 min
The Ins and Outs of Selling a Business
Why a Cyber Security Plan Maintains Your Company’s Value
Tech is intrinsic to everything we do; and therefore, any disruption can be a major hinderance to your business. Cyber security is something we need to think about constantly. Darragh Fitzpatrick, from the Tabush Group, joins Keith to discuss the importance of cyber security when selling a company. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2023-02-09
27 min
The Ins and Outs of Selling a Business
How Sell Side Quality of Earnings Can Maximize Value with Jeff Rossi
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2023-01-26
20 min
The Ins and Outs of Selling a Business
Financial Due Diligence from a Buyer’s Perspective with Jeff Rossi
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2022-12-15
24 min
The Ins and Outs of Selling a Business
Maximize Your Company’s Value with Will Wilcoxson
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2022-12-01
24 min
The Ins and Outs of Selling a Business
Investing at early stage vs. working with owners to exit their company with guest Will Wilcox
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2022-11-17
22 min
The Ins and Outs of Selling a Business
Proper Tax Planning for Family Businesses with guest Steve Holt
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2022-11-03
28 min
The Ins and Outs of Selling a Business
The Importance of Proper Tax Planning with guest Steve Holt
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
2022-10-20
23 min