Shows
The Ins and Outs of Selling a BusinessThe $40M Myths That Almost Cost This Founder EverythingThinking 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
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2026-01-0222 min
The Ins and Outs of Selling a BusinessSelling a Family Business: How to Get Everyone on BoardSelling a Family Business? What If the Next Generation Gets Cold Feet?
In this episode, we explore what happens when your family isn’t fully on board with your decision to sell. From hesitation to outright resistance, these moments can derail a deal if not handled carefully.
Learn how to align your family, communicate your goals, and protect the value of your business through a smooth transition.
Contact Keith:
Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
✦︎ Subscribe to our YouTube channel! https://www.you...
2025-12-2610 min
The Ins and Outs of Selling a BusinessDeals That Almost Died: How We Sold Businesses No One Wanted to BuyIn 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...
2025-12-1824 min
The Ins and Outs of Selling a BusinessSeller Notes Explained: The Deal Structure Buyers LOVE, and Sellers Benefit FromIn 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...
2025-12-1109 min
The Ins and Outs of Selling a BusinessM&A Year in Review: The Biggest Trends You Need to KnowThis 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...
2025-12-0420 min
The Ins and Outs of Selling a BusinessHow M&A Firms Help you Sell Straight to the BuyerAlready 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...
2025-11-2709 min
The Ins and Outs of Selling a BusinessHow to Handle the Unknowns When Selling your BusinessIn 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...
2025-11-2023 min
The Ins and Outs of Selling a BusinessSelling Your Business? Here’s How to Beat Deal FatigueSelling 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...
2025-11-1309 min
The Ins and Outs of Selling a BusinessBefore, During, and After the Deal — Expect the UnexpectedWhen 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...
2025-11-0620 min
The Ins and Outs of Selling a BusinessThinking About Selling your Business? Don’t Miss This Market UpdateIn 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...
2025-10-0908 min
The Ins and Outs of Selling a Business25 Years of Osage Advisors: What Business Success Really TakesHow 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...
2025-10-0321 min
The Ins and Outs of Selling a BusinessSellers: Here’s Why Buyer Financing Matters MostWhen 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...
2025-09-2509 min
The Ins and Outs of Selling a BusinessWhy Every Detail of Your Deal Structure MattersIn 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...
2025-09-1820 min
The Ins and Outs of Selling a BusinessWhy Buyers Back Out Before the Deal Closes — And What You Can Do About ItSelling 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...
2025-07-2410 min
The Ins and Outs of Selling a BusinessCustomer Capital Explained: What It Is and Why Buyers CareWe’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...
2025-07-1724 min
The Ins and Outs of Selling a BusinessTurning Uncertainty Into Opportunity: Leading Through a Business SaleSelling 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...
2025-07-1009 min
The Ins and Outs of Selling a BusinessWhat Buyers Really Pay For: The Role of Intellectual Capital in ValuationWhat 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...
2025-07-0323 min
The Ins and Outs of Selling a BusinessFrom LOI to Close: The Hardest Part of Selling a BusinessIn 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...
2025-05-2219 min
The Ins and Outs of Selling a BusinessThe #1 Deal Killer in M&A: Financial Performance - And What to Do About itIn 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...
2025-05-1508 min
The Ins and Outs of Selling a BusinessWhat It’s Really Like to Sell a Business: An Unexpected Seller Shares Her StoryIn 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...
2025-05-0820 minThe Ins and Outs of Selling a BusinessSelling a Booming Business? Why an Interim CFO Might Be Your Best MoveIn 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
2025-05-0106 min
The Ins and Outs of Selling a BusinessTurning People Into Power: How Teams Drive GrowthThis 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...
2025-04-2421 min
The Ins and Outs of Selling a BusinessThe Market is Uncertain, But Your Strategy Shouldn’t BeWe’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
2025-04-1707 min
The Ins and Outs of Selling a BusinessThe Secret Business Value that Everyone IgnoresAs 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...
2025-04-1019 min
The Ins and Outs of Selling a BusinessHow Your Business Legacy Impacts Its SaleLegacy 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
2025-03-2720 min
The Ins and Outs of Selling a BusinessHow Stay Bonuses Keep Deals on TrackNavigating 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
2025-03-2008 min
The Ins and Outs of Selling a BusinessWhy Owners Struggle to Step Back from Their BusinessShifting 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...
2025-03-1320 min
The Ins and Outs of Selling a BusinessWhy Environmental Due Diligence Matters in M&AEnvironmental 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
2025-03-0608 min
The Ins and Outs of Selling a BusinessWhat Business Owners Don’t Know About Exit PlanningSuccessful 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
2025-02-2722 min
The Ins and Outs of Selling a BusinessHow Real Estate Can Make or Break Your Business SaleReal 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
2025-02-2006 min
The Ins and Outs of Selling a BusinessHow a Financial Quarterback Guides Business OwnersSuccessful 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
2025-02-1319 min
The Ins and Outs of Selling a BusinessThe 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
2025-02-0609 min
The Ins and Outs of Selling a BusinessWhat’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
2025-01-3017 min
The Ins and Outs of Selling a BusinessThis Week's Biggest HurdleDiscover 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
2025-01-2311 min
The Ins and Outs of Selling a BusinessWhy Private Equity’s Demand for Acquisitions Has GrownUnderstanding 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
2024-12-1926 min
The Ins and Outs of Selling a BusinessDon'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
2024-12-0527 min
The Ins and Outs of Selling a BusinessMultiple 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
2024-11-2123 min
The Ins and Outs of Selling a BusinessWhy CPAs Matter and Guide Successful Business SalesSelling 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...
2024-11-0721 min
The Ins and Outs of Selling a BusinessKey Traits Private Equity Firms Look for in Business Acquisitions with guest Jack McGlinnExplore 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
2024-10-2421 min
The Ins and Outs of Selling a BusinessBuilding Strong Teams for Successful Business Acquisitions with guest Jack McGlinnBuilding 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
2024-10-1023 min
The Ins and Outs of Selling a BusinessMotivation Matters in Successful Business Sales: Planning for the Road AheadIn 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
2024-08-1517 min
The Ins and Outs of Selling a Business2024 Market Trends: Mid-Year Review and PredictionsIn 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
2024-08-0123 min
The Ins and Outs of Selling a BusinessFrom Business to Retirement: A Journey of Transformation – with guest Markham RollinsDiscover 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
2024-06-2023 min
The Ins and Outs of Selling a BusinessA Legacy in Transition: Selling a Multi-Generational Business – with guest Markham RollinsIn 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
...
2024-06-0624 min
The Ins and Outs of Selling a BusinessThe Emotional Rollercoaster Of Selling Your Business: Heart Of The Deal - Part 2Discover 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
2024-05-2322 min
The Ins and Outs of Selling a BusinessHeart of the Deal: Emotional Considerations in Selling Your BusinessIn 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
2024-05-0921 min
The Ins and Outs of Selling a BusinessHarnessing the Power of CRM: A Blueprint for Business Growth with Jeff ClairDiscover 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
2024-04-2518 min
The Ins and Outs of Selling a BusinessMitigating Risk in Sales: Strategies for Diversification with Jeff ClairExplore 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
2024-04-1122 min
The Ins and Outs of Selling a BusinessHow Family Dynamics Influence Business Transition with Denis HorriganDiscover 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
2024-03-2822 min
The Ins and Outs of Selling a BusinessFinding Your Business Exit Route: Insights from Wealth Management Expert Denis HorriganIn 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
2024-03-1423 min
The Ins and Outs of Selling a BusinessLeading with Purpose: Creating Organizational Culture - with guest Brent RobertsonDiscover 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
2024-02-2823 min
The Ins and Outs of Selling a BusinessThe Art of Adaptation: How Businesses Pivot and Prosper with Guest Brent RobertsonUnderstand 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
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kdee@osageadvisors.com
860-767-3273
2024-02-1521 min
The Ins and Outs of Selling a BusinessBuilding Valbridge: from Local to National Enterprise with guest Geri FitapelliIn 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
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kdee@osageadvisors.com
860-767-3273
2024-02-0124 min
The Ins and Outs of Selling a BusinessMastering the Market: Achieving a Competitive Business ValuationLook 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
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kdee@osageadvisors.com
860-767-3273
2024-01-1825 min
Reza RiftsDee WallaceEpisode 267: DEE WALLACE Keith Reza and Victor Pachecho interview legendary actress Dee Wallace! Dee has appeared in movies such as "E.T.", "Cujo" "The Hills Have Eyes", and many, many more! Subscribe rate and review! Follow Keith on all social media platforms! www.facebook.com/realkeithreza www.tiktok.com/keithreza www.instagram.com/keithreza www.twitter.com/keithreza Check out my website www.keithreza.com #deewallace #comedian #rezarifts #keithreza
2024-01-1533 min
The Ins and Outs of Selling a BusinessBeyond the Highest Bid: Factors Influencing Business Sale DecisionsFrom 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
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kdee@osageadvisors.com
860-767-3273
2024-01-0421 min
The Ins and Outs of Selling a BusinessThe Team Advantage: One of your biggest Assets when Selling your CompanyAssembling 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
2023-12-1420 min
The Ins and Outs of Selling a BusinessBeyond the Sale: Tax Tips for Business Owners - with Richard AustinIn 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
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kdee@osageadvisors.com
860-767-3273
2023-11-3021 min
The Ins and Outs of Selling a BusinessFrom Anxiety to Assurance: Planning Your Exit - with Richard AustinUnlock 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
2023-11-1625 min
The Ins and Outs of Selling a Business2024 Market Forecast: Navigating Business Sales and ValuationsSeveral 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
2023-10-1915 min
The Ins and Outs of Selling a BusinessHow Fishing Can Effect the Sale of Your BusinessHow 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
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kdee@osageadvisors.com
860-767-3273
2023-10-0513 minThe Ins and Outs of Selling a BusinessMaximizing Growth Potential Through Strategic Marketing - with guest Joe GraceRealizing 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
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kdee@osageadvisors.com
860-767-3273
2023-09-0721 minThe Ins and Outs of Selling a BusinessHow Growth Powers A Successful Transaction - with Joe GraceUnlock 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
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kdee@osageadvisors.com
860-767-3273
2023-08-2424 minThe Ins and Outs of Selling a BusinessHow a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 2Discover 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
2023-07-2023 minThe Ins and Outs of Selling a BusinessHow a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 1Discover 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
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kdee@osageadvisors.com
860-767-3273
2023-07-0630 minThe Ins and Outs of Selling a BusinessMaintaining a Management Team when Selling, Part 2Discover 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
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kdee@osageadvisors.com
860-767-3273
2023-06-2226 minThe Ins and Outs of Selling a BusinessMaintaining a Management Team when Selling, Part 1Sometimes, 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
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kdee@osageadvisors.com
860-767-3273
2023-06-0821 minThe Ins and Outs of Selling a BusinessHow to Exit Your Business on Your Terms, Part 2Discover 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
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kdee@osageadvisors.com
860-767-3273
2023-05-2521 minThe Ins and Outs of Selling a BusinessHow to Exit Your Business on Your Terms, Part 1As 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
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kdee@osageadvisors.com
860-767-3273
2023-05-1123 minThe Ins and Outs of Selling a BusinessHow to Get a Deal to Letter of Intent when Selling your Business: Part 2Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
2023-03-2324 minThe Ins and Outs of Selling a BusinessHow to Get a Deal to Letter of Intent when Selling your Business: Part 1Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
2023-03-0924 minThe Ins and Outs of Selling a BusinessWhy a Cyber Security Plan Maintains Your Company’s Value: Part 2Kieth 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.
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2023-02-2326 minThe Ins and Outs of Selling a BusinessWhy a Cyber Security Plan Maintains Your Company’s ValueTech 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
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860-767-3273
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2023-02-0927 minThe Ins and Outs of Selling a BusinessHow Sell Side Quality of Earnings Can Maximize Value with Jeff RossiContact Keith: Osage Advisors, LLC
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2023-01-2620 minThe Ins and Outs of Selling a BusinessFinancial Due Diligence from a Buyer’s Perspective with Jeff RossiContact Keith: Osage Advisors, LLC
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2022-12-1524 minThe Ins and Outs of Selling a BusinessMaximize Your Company’s Value with Will WilcoxsonContact Keith: Osage Advisors, LLC
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2022-12-0124 minThe Ins and Outs of Selling a BusinessInvesting at early stage vs. working with owners to exit their company with guest Will WilcoxContact Keith: Osage Advisors, LLC
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2022-11-1722 minThe Ins and Outs of Selling a BusinessProper Tax Planning for Family Businesses with guest Steve HoltContact Keith: Osage Advisors, LLC
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2022-11-0328 minThe Ins and Outs of Selling a BusinessThe Importance of Proper Tax Planning with guest Steve HoltContact Keith: Osage Advisors, LLC
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2022-10-2023 minThe Ins and Outs of Selling a BusinessWhy Deals Don’t Close and How to Close Them (Part 2)In today's episode of The Ins and Outs of Selling a Business, Keith is continuing to discuss why deals don't close (what the deal killers are!) and then give some real life examples of how we mitigate these risks and how we were able to put structure in place to get the deal done.
Contact Keith: Osage Advisors, LLC
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kdee@osageadvisors.com
860-767-3273
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2022-10-0624 minThe Ins and Outs of Selling a BusinessWhy Deals Don’t Close (Part 1)Contact Keith: Osage Advisors, LLC
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kdee@osageadvisors.com
860-767-3273
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2022-09-2216 minThe Ins and Outs of Selling a BusinessWealth Planning During Uncertain Times with guest Megan TraskContact Keith: Osage Advisors, LLC
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2022-09-0820 minThe Ins and Outs of Selling a BusinessWealth Planning with Guest Megan TraskContact Keith: Osage Advisors, LLC
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860-767-3273
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2022-08-2522 minThe Ins and Outs of Selling a BusinessTrends in the Market for 2022 and BeyondContact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
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2022-08-1119 minThe Ins and Outs of Selling a Business2022 Mid Year Market UpdateContact Keith: Osage Advisors, LLC
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860-767-3273
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2022-07-2823 minThe Ins and Outs of Selling a BusinessTop 10 Things that can Devalue a Deal, Part 2Contact Keith: Osage Advisors, LLC
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kdee@osageadvisors.com
860-767-3273
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2022-07-1421 minThe Ins and Outs of Selling a BusinessTop 10 Things that can Devalue a Deal, Part 1In today's episode, Keith Dee of Osage Advisors, talks about the top risks for buyers in a deal and how to avoid them.
Contact Keith: Osage Advisors, LLC
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kdee@osageadvisors.com
860-767-3273
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2022-06-3021 minThe Ins and Outs of Selling a BusinessTransition from the buy-side of a deal to the sell-sideIn today's episode of the Ins and Outs of Selling a Business we bring back Jim Young, an Osage Advisor team member, who shares his experiences with working on the sell-side of the deal.
Contact Keith: Osage Advisors, LLC
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860-767-3273
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2022-06-1629 minThe Ins and Outs of Selling a BusinessBuyer’s Perspective: What to Look for When Evaluating a DealIn today's episode Keith interviews Jim Young, an Osage team member, who brings an expert perspective on the buy-side of the deal.
Contact Keith: Osage Advisors, LLC
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kdee@osageadvisors.com
860-767-3273
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2022-06-0221 minThe Ins and Outs of Selling a BusinessDeciding on the Best Buyers for your Business2021 was a record year for M&A and 2022 is at a similar pace. Today Keith talks about who the best buyers are for your business.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
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Keith is President 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. Over the course of his career, Keith was a partner...
2022-05-1922 minThe Ins and Outs of Selling a BusinessAre you Ready to Sell your Business?Keith Dee, President of Osage Advisors, talks about questions you should ask yourself before you reach out to an M&A firm or speak to a potential buyer. Are you ready to sell your business?
"You should probably think about selling your business the day you open it."
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
✦︎ Subscribe to our YouTube channel!
Keith is President of Osage Advisors, with more than 30 years of experience advising business owners an...
2022-05-0516 minThe Ins and Outs of Selling a BusinessMotivations when Selling Your BusinessKeith Dee discusses the main motivations when selling your business and many of the goals and objectives of sellers.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273
✦︎ Subscribe to our YouTube channel!
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran...
2022-04-2110 minThe Ins and Outs of Selling a BusinessUpdates on the State of the MarketKeith Dee, President of Osage Advisors, returns for Season 2 of The Ins and Outs of Selling a Business. In season 2, we are adding in a video component to the podcast and you can now choose to watch this podcast on our new YouTube channel at https://www.youtube.com/channel/UCtjPAHGcQhOfm7HfLAMVy8w/
Make sure to subscribe!
In today's episode, Keith will be discussing updates in the current state of the market and where we are headed coming out of the events of the past two years.
Contact Keith: Osage Advisors, LLC...
2022-04-0709 min
The Ins and Outs of Selling a BusinessThe Pivotal Moment: Getting Ready To SellKeith Dee discusses what business owners should do before they get on the phone with a prospective buyer.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee...
2022-02-0422 min
The Ins and Outs of Selling a BusinessLooking Back; Looking AheadKeith Dee looks back on the M&A world in 2021 -- and ahead to a busy 2022.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee@osageadvisors.com
2022-02-0414 min
The Ins and Outs of Selling a BusinessDue Diligence (part 2 of 2)Keith Dee talks about the steps involved in the due diligence process of selling a business.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee@osageadvisors.com
2021-11-1721 min
The Ins and Outs of Selling a BusinessDue Diligence (part 1 of 2)Keith Dee talks about the steps involved in the due diligence process of selling a business.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee@osageadvisors.com
2021-11-1722 min
The Ins and Outs of Selling a BusinessOsage at 50: The Future of the IndustryKeith Dee looks forward to the future of the industry after 20 years at the helm of Osage Advisors.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee...
2021-09-1724 min
The Ins and Outs of Selling a BusinessOsage Advisors at 20Keith Dee looks back upon 20 years at the helm of Osage Advisors.
Keith is President 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. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
Contact Keith: Osage Advisors, LLC
6 Main Street, Suite 123
Centerbrook, CT 06409
860-767-3273
www.osageadvisors.com
kdee@osageadvisors.com
--
2021-09-0321 min
The Ins and Outs of Selling a BusinessMark Rollins of Retirement Transformative (Part 2)Keith is joined by Mark Rollins of Retirement Transformative for part two of their discussion.
Mark's website: https://retirementtransformed.com/
Find Mark on Facebook: https://www.facebook.com/retirementtransformed/
Mark's YouTube channel: https://www.youtube.com/channel/UCzDjptiqcDXzoeJi4D2Y_7w
2021-06-1515 min