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The Ins and Outs of Selling a Business

25 Episodes

22 minutes | Jun 30, 2022
Avoiding risks for buyers
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!   
29 minutes | Jun 16, 2022
Transition from the buy-side of a deal to the sell-side
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!   
22 minutes | Jun 2, 2022
Buyer’s Perspective: What to Look for When Evaluating a Deal
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!     
23 minutes | May 19, 2022
Deciding on the Best Buyers for your Business
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 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.   A production of Osage Advisors.
17 minutes | May 5, 2022
Are 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 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.   A production of Osage Advisors.  
10 minutes | Apr 21, 2022
Motivations when Selling Your Business
Keith 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 several privately held businesses.   A production of Osage Advisors.  
10 minutes | Apr 7, 2022
Updates on the State of the Market
Keith 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 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 several privately held businesses.   A production of Osage Advisors.  
23 minutes | Feb 4, 2022
The Pivotal Moment: Getting Ready To Sell
Keith 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@osageadvisors.com -- A production of pod617, The Boston Podcast Network. 
15 minutes | Feb 4, 2022
Looking Back; Looking Ahead
Keith 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 -- A production of pod617, The Boston Podcast Network.
22 minutes | Nov 17, 2021
Due 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
22 minutes | Nov 17, 2021
Due 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
25 minutes | Sep 17, 2021
Osage at 50: The Future of the Industry
Keith 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@osageadvisors.com -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
22 minutes | Sep 3, 2021
Osage Advisors at 20
Keith 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
15 minutes | Jun 15, 2021
Mark 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
22 minutes | May 28, 2021
Transforming Retirement: Mark Rollins (Part 1)
Keith is joined by Mark Rollins of Retirement Transformative. 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
21 minutes | May 12, 2021
Staying The Course
Keith Dee continues his series on the fundamentals of selling a business with a discussion on staying the course and remaining focused in a corporate deal. 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
21 minutes | Apr 21, 2021
Finding the Right Fit
Keith Dee continues his series on the fundamentals of selling a business with his discussion on finding the right fit for a corporate deal. 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
28 minutes | Feb 26, 2021
Corporate Dealbreakers, Part 2
Keith Dee continues his series on the fundamentals of selling a business with his second discussion on Issues that can hold up a corporate deal. 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
18 minutes | Feb 10, 2021
Corporate Dealbreakers
Keith Dee continues his series on the fundamentals of selling a business with his discussion on Issues that can hold up a corporate deal. 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 -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
20 minutes | Jan 7, 2021
Bridging the Valuation Gap
Keith Dee continues his series on the fundamentals of selling a business with his discussion on bridging the valuation gap between a seller and a 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@osageadvisors.com -- A production of pod617, The Boston Podcast Network. To produce your own podcast visit www.pod617.com
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