The Ins and Outs of Selling a Business

The Ins and Outs of Selling a Business

This podcast taps the expertise of Keith Dee, President and CEO of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions.

Episodes

April 25, 2024 18 mins

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@os...

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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 why understanding your unique value proposition and managing customer concentration is ...

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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,...

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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 explore how possessing a clear roadmap can make all the difference in today's ever-ch...

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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@osag...

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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 circumstance. Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.c...

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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 unexpected events can lead to valuable opportunities.  Contact Keith: Osage Advisors, LLC

...

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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.

Conta...

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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....

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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

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

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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

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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

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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, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

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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 Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-327...

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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 ...

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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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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

osageadvi...

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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 appreciation of their company's true worth and significance. Contact Keith: Osage Ad...

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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

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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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