Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

The outlook for 2025 shows potential for growth in M&A activity, with optimism and capital available to support deals. Despite some challenges in 2024, such as interest rates and geopolitical factors, the market is anticipated to pick up this year. In today's episode of The Ins and Outs of Selling a Business as we break down the factors that shaped 2024 and discuss why experts believe 2025 will be a stronger year for business transactions.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

Discover the latest insights into the business selling process with our new podcast segment, "This Week's Biggest Hurdle" part of our podcast series 'The Ins and Outs of Selling a Business'. In this episode, we discuss the complexities of due diligence and the importance of effective communication between buyers and sellers. As we navigate five active deals, we share real-world challenges and solutions that can impact your business sale. Join us for valuable tips and strategies to ensure a smooth transaction.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

Understanding the evolving buyer landscape is crucial for business owners in today’s market. From private equity firms to family offices, the variety of potential buyers has expanded significantly, offering both opportunities and challenges. In today's episode of 'The Ins and Outs of Selling a Business,' we discuss how this impacts lower middle-market companies and the importance of strategic preparation.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

Relying on familiar buyers might seem easy, but it can limit your options and the value of your business. In today's episode of 'The Ins and Outs of Selling a Business,' together with our guest Peter Lehrman, we cover why sellers should explore the full market, what risks come with sticking to known buyers, and how to position your business for the best deal. Learn more about making informed decisions for a successful sale.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

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

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