Keith Dee, Osage Advisors
The Ins and Outs of Selling a Business
The Ins and Outs of Selling A Business taps the expertise of Keith Dee, 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.
Author
Keith Dee, Osage Advisors
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
How Family Dynamics Influence Business Transition with Denis Horrigan 28.03.2024 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 invaluable insights for your entrepreneurial journ...
Finding Your Business Exit Route: Insights from Wealth Management Expert Denis Horrigan 14.03.2024 23:57
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 al...
Leading with Purpose: Creating Organizational Culture - with guest Brent Robertson 28.02.2024 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 a business for sale. Contact Keith: Osage Advisor...
The Art of Adaptation: How Businesses Pivot and Prosper with Guest Brent Robertson 15.02.2024 21:50
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 osag...
Building Valbridge: from Local to National Enterprise with guest Geri Fitapelli 01.02.2024 24:23
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. ...
Mastering the Market: Achieving a Competitive Business Valuation 18.01.2024 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 on planning and valuation, providing essential gu...
Beyond the Highest Bid: Factors Influencing Business Sale Decisions 04.01.2024 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 insights into the art of deal-making. Contact Keith: O...
The Team Advantage: One of your biggest Assets when Selling your Company 14.12.2023 20:41
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
Beyond the Sale: Tax Tips for Business Owners - with Richard Austin 30.11.2023 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@osageadvisors.com 860-767-3273
From Anxiety to Assurance: Planning Your Exit - with Richard Austin 16.11.2023 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 Advisors, LLC osageadvisors.com kdee@osageadvisors....
2024 Market Forecast: Navigating Business Sales and Valuations 19.10.2023 15:13
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 86...
How Fishing Can Effect the Sale of Your Business 05.10.2023 13:38
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...
Maximizing Growth Potential Through Strategic Marketing - with guest Joe Grace 07.09.2023 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 aimed at optimizing revenue mix and identifying u...
How Growth Powers A Successful Transaction - with Joe Grace 24.08.2023 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
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 2 20.07.2023 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 ensure a successful and fulfilling deal. Contact Kei...
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 1 06.07.2023 30:17
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 sig...
Maintaining a Management Team when Selling, Part 2 22.06.2023 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: Osage Advisors, LLC osageadvisors.com kdee@osageadvi...
Maintaining a Management Team when Selling, Part 1 08.06.2023 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
How to Exit Your Business on Your Terms, Part 2 25.05.2023 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
How to Exit Your Business on Your Terms, Part 1 11.05.2023 23:25
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
How to Get a Deal to Letter of Intent when Selling your Business: Part 2 23.03.2023 24:13
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
How to Get a Deal to Letter of Intent when Selling your Business: Part 1 09.03.2023 24:10
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273
Why a Cyber Security Plan Maintains Your Company’s Value: Part 2 23.02.2023 26:50
Kieth continues his talk with Darragh Fitzpatrick, from the Tabush Group, about the importance of cyber security. Any technical problem is major disruption to a business; therefore, cyber security is something we need to constantly maintain. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
Why a Cyber Security Plan Maintains Your Company’s Value 09.02.2023 27:21
Tech is intrinsic to everything we do; and therefore, any disruption can be a major hinderance to your business. Cyber security is something we need to think about constantly. Darragh Fitzpatrick, from the Tabush Group, joins Keith to discuss the importance of cyber security when selling a company. Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subs...
How Sell Side Quality of Earnings Can Maximize Value with Jeff Rossi 26.01.2023 20:32
Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273 ✦︎ Subscribe to our YouTube channel!
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