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  • Multiple Offers... The more the better deal!
    2024/11/21

    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

    860-767-3273

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    23 分
  • Why CPAs Matter and Guide Successful Business Sales
    2024/11/07

    Selling 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.com

    860-767-3273

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    22 分
  • Key Traits Private Equity Firms Look for in Business Acquisitions with guest Jack McGlinn
    2024/10/24

    Explore 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

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    22 分
  • Building Strong Teams for Successful Business Acquisitions with guest Jack McGlinn
    2024/10/10

    Building 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

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    23 分
  • Motivation Matters in Successful Business Sales: Planning for the Road Ahead
    2024/08/15

    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, 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

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    18 分
  • 2024 Market Trends: Mid-Year Review and Predictions
    2024/08/01

    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 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

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    24 分
  • From Business to Retirement: A Journey of Transformation – with guest Markham Rollins
    2024/06/20

    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 Advisors, LLC

    osageadvisors.com

    kdee@osageadvisors.com

    860-767-3273

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    23 分
  • A Legacy in Transition: Selling a Multi-Generational Business – with guest Markham Rollins
    2024/06/06

    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 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

    osageadvisors.com

    kdee@osageadvisors.com

    860-767-3273

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    24 分