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Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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What Business Owners Don’t Know About Exit Planning

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Manage episode 468715124 series 3261266
Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Successful business sales don’t end at the closing table—what happens next is just as important. Business owners need a clear strategy to manage their wealth, avoid seller’s remorse, and plan for long-term financial security. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Dvorak of Discovery Point Wealth Advisors, we talk about post-sale transitions, wealth management, and the critical steps to ensure a successful transaction.
Contact Keith: Osage Advisors, LLC

osageadvisors.com

[email protected]

860-767-3273

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 468715124 series 3261266
Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Successful business sales don’t end at the closing table—what happens next is just as important. Business owners need a clear strategy to manage their wealth, avoid seller’s remorse, and plan for long-term financial security. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Dvorak of Discovery Point Wealth Advisors, we talk about post-sale transitions, wealth management, and the critical steps to ensure a successful transaction.
Contact Keith: Osage Advisors, LLC

osageadvisors.com

[email protected]

860-767-3273

  continue reading

92 episodes

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