This podcast taps the expertise of Keith Dee, President and CEO of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions.
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1
Motivation Matters in Successful Business Sales: Planning for the Road Ahead
17:51
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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, an…
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1
2024 Market Trends: Mid-Year Review and Predictions
23:59
23:59
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23:59
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 episod…
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From Business to Retirement: A Journey of Transformation – with guest Markham Rollins
23:01
23:01
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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…
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A Legacy in Transition: Selling a Multi-Generational Business – with guest Markham Rollins
24:01
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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 remors…
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1
The Emotional Rollercoaster Of Selling Your Business: Heart Of The Deal - Part 2
22:33
22:33
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22:33
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 marke…
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1
Heart of the Deal: Emotional Considerations in Selling Your Business
21:13
21:13
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21:13
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…
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1
Harnessing the Power of CRM: A Blueprint for Business Growth with Jeff Clair
18:05
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18:05
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 …
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Mitigating Risk in Sales: Strategies for Diversification with Jeff Clair
22:13
22:13
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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 wh…
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1
How Family Dynamics Influence Business Transition with Denis Horrigan
22:27
22:27
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22:27
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 …
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1
Finding Your Business Exit Route: Insights from Wealth Management Expert Denis Horrigan
23:57
23:57
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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 …
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1
Leading with Purpose: Creating Organizational Culture - with guest Brent Robertson
23:39
23:39
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23:39
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…
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1
The Art of Adaptation: How Businesses Pivot and Prosper with Guest Brent Robertson
21:50
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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 cir…
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Building Valbridge: from Local to National Enterprise with guest Geri Fitapelli
24:23
24:23
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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 unexp…
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1
Mastering the Market: Achieving a Competitive Business Valuation
25:05
25:05
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25:05
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…
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1
Beyond the Highest Bid: Factors Influencing Business Sale Decisions
21:06
21:06
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21:06
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 insig…
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1
The Team Advantage: One of your biggest Assets when Selling your Company
20:41
20:41
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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 osageadviso…
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Beyond the Sale: Tax Tips for Business Owners - with Richard Austin
21:38
21:38
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21:38
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@osag…
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1
From Anxiety to Assurance: Planning Your Exit - with Richard Austin
25:45
25:45
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25:45
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 Ad…
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1
2024 Market Forecast: Navigating Business Sales and Valuations
15:13
15:13
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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, L…
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1
How Fishing Can Effect the Sale of Your Business
13:38
13:38
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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…
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Maximizing Growth Potential Through Strategic Marketing - with guest Joe Grace
21:38
21:38
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21:38
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…
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How Growth Powers A Successful Transaction - with Joe Grace
24:44
24:44
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24:44
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…
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1
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 2
23:59
23:59
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23:59
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 en…
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How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 1
30:17
30:17
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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 …
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1
Maintaining a Management Team when Selling, Part 2
26:28
26:28
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26:28
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: Os…
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1
Maintaining a Management Team when Selling, Part 1
21:02
21:02
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21:02
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…
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1
How to Exit Your Business on Your Terms, Part 2
21:56
21:56
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21:56
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…
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1
How to Exit Your Business on Your Terms, Part 1
23:25
23:25
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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…
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1
How to Get a Deal to Letter of Intent when Selling your Business: Part 2
24:13
24:13
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273By Keith Dee, Osage Advisors
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1
How to Get a Deal to Letter of Intent when Selling your Business: Part 1
24:10
24:10
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24:10
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273By Keith Dee, Osage Advisors
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1
Why a Cyber Security Plan Maintains Your Company’s Value: Part 2
26:50
26:50
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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…
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Why a Cyber Security Plan Maintains Your Company’s Value
27:21
27:21
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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.c…
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1
How Sell Side Quality of Earnings Can Maximize Value with Jeff Rossi
20:32
20:32
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Financial Due Diligence from a Buyer’s Perspective with Jeff Rossi
24:25
24:25
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Maximize Your Company’s Value with Will Wilcoxson
24:44
24:44
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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Investing at early stage vs. working with owners to exit their company with guest Will Wilcox
22:23
22:23
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22:23
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Proper Tax Planning for Family Businesses with guest Steve Holt
28:31
28:31
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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The Importance of Proper Tax Planning with guest Steve Holt
23:34
23:34
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Why Deals Don’t Close and How to Close Them (Part 2)
24:54
24:54
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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 osageadvisors.com kdee@osageadvis…
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Wealth Planning During Uncertain Times with guest Megan Trask
20:05
20:05
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Top 10 Things that can Devalue a Deal, Part 2
21:44
21:44
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Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Top 10 Things that can Devalue a Deal, Part 1
21:31
21:31
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In 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 osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Transition from the buy-side of a deal to the sell-side
29:03
29:03
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In 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 osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!…
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Buyer’s Perspective: What to Look for When Evaluating a Deal
21:37
21:37
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In 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 osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!By Keith Dee, Osage Advisors
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1
Deciding on the Best Buyers for your Business
22:42
22:42
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2021 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 ✦︎ Subscribe to our YouTube channel! Keith is President of Osage Advisors, with more than 30 years of experience advising business o…
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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…
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