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Osage Advisors, LLC Osage Advisors. Boutique Investment Bank. Selling a business is much more than a financial transaction – it is a very personal matter.

Making the decision to sell the business that you worked so hard to build is a major life decision, and our team approaches every opportunity with great care and concern. Our goal is always to bring you the best value when we sell your company, and this means more than just the best price. It also means finding a buyer who will be the right fit for your employees and customers, so that the business you built can continue its success. We work hard to guide you through every step of the process to ensure a great experience and the results you desire.

10/15/2026

What is it really like to work alongside your father or son in a family business?

In Part 2 of this special episode of The Ins and Outs of Selling a Business™, Keith Dee and his son, Philip Dee, share a personal look at their experience working together at Osage Advisors. They discuss navigating generational differences, balancing family relationships with business decisions, and preparing the next generation to take on a greater leadership role.

Whether you're working alongside family or planning for the future of your business, this episode offers valuable insights into the importance of communication, mutual respect, and building a legacy that lasts.

Watch the full episode here: https://www.youtube.com/watch?v=gAkQ_TmA3so��

Listen here: https://www.podbean.com/eas/pb-6t382-1b859c1

10/13/2026

When selling your business, who you tell and when you tell them matters.

In our latest episode of The Ins and Outs of Selling a Business™, Keith Dee discusses one of the biggest concerns for business owners: confidentiality.

From protecting sensitive information to navigating conversations with employees and customers, timing and control are critical. And when it comes to sharing news of a sale, the decision should ultimately be yours.

Watch the full episode to learn how to protect confidentiality throughout the M&A process.

Watch the full episode here: https://www.youtube.com/watch?v=IRkN3PrA3WQ��

Listen here: https://www.podbean.com/eas/pb-ym5ar-1b7cb12

10/08/2026

One of the biggest concerns business owners have when selling their company is confidentiality. How do you protect sensitive information while finding the right buyer?

In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains how confidentiality is maintained throughout the M&A process, from approaching potential buyers to deciding when to inform key employees and customers. He discusses the importance of confidentiality agreements, controlling the flow of information, and navigating these sensitive conversations at the right time.

If you're considering selling your business, this episode offers practical insights into protecting your company, your relationships, and your peace of mind throughout the sale process.

Watch the full episode here: https://www.youtube.com/watch?v=IRkN3PrA3WQ��

Listen here: https://www.podbean.com/eas/pb-ym5ar-1b7cb12

10/06/2026

One conversation could be the difference between moving forward and watching a deal fall apart.

In our latest episode of The Ins and Outs of Selling a Business™, Keith Dee and Philip Dee discuss the complicated family dynamics that can surface during the sale of a family business.

In this clip, Philip shares a real example of a transaction that reached the LOI stage before a lack of communication within the family brought the entire deal to a stop.

Watch the full episode to learn why family alignment needs to happen long before a deal is on the table.

Watch the full episode here: https://www.youtube.com/watch?v=LA0s29kwjq8

Listen here: https://www.podbean.com/eas/pb-epkrp-1b73d66

10/01/2026

When a family sells a business, the hardest part isn’t always the numbers. It’s navigating the relationships, expectations, and emotions that come with it.

In this episode of The Ins and Outs of Selling a Business™, Keith Dee is joined by his son, Philip Dee, to discuss the family dynamics that can make or break a transaction. Drawing from their experience advising family owned businesses, they explore the importance of communication, choosing the right buyer, protecting a company’s legacy, and creating opportunities for the next generation.

If you own a family business and are considering a future sale or transition, this episode offers practical insights into why talking early and talking often can help set the stage for a successful transaction.

Watch the full episode here: https://www.youtube.com/watch?v=LA0s29kwjq8

Listen here: https://www.podbean.com/eas/pb-epkrp-1b73d66

Buyers are asking a new question: What are you doing with AI?As private equity firms and strategic buyers increasingly i...
09/30/2026

Buyers are asking a new question: What are you doing with AI?

As private equity firms and strategic buyers increasingly incorporate AI into their own businesses, they’re also paying attention to how potential acquisitions are using it.

In our latest blog, we explore why your AI strategy could become an important part of how buyers evaluate your business and its future potential.

Read the full blog to learn more: https://osageadvisors.com/news-event/how-ai-and-strategic-planning-can-increase-your-companys-value/

09/29/2026

In an M&A transaction, time matters, and waiting on financial information can quickly slow a deal down.

In our latest episode of The Ins and Outs of Selling a Business™, Keith Dee explains why having the right financial support in place before due diligence begins is so important, especially for closely held businesses without a CFO.

From working with your CPA to considering a fractional CFO or sell side quality of earnings report, preparation can help keep the process moving when timing matters most.

Watch the full episode to learn how to prepare your financial team for a sale.

Watch the full episode here: https://www.youtube.com/watch?v=U6L2oArjO34��

Listen here: https://www.podbean.com/eas/pb-xkiej-1b68fb7

09/24/2026

Who is handling the financial side of your business when it’s time to sell?

In this episode of The Ins and Outs of Selling a Business™, Keith Dee explains why having the right financial support can be critical during an M&A transaction, especially for closely held businesses without a CFO. He discusses the role of your CPA, when a fractional CFO or sell side quality of earnings report may help, and why timely, accurate financial reporting matters during due diligence.

If you’re preparing to sell your business, this episode highlights how building the right financial team can help keep the process moving and avoid unnecessary delays.

Watch the full episode here: https://www.youtube.com/watch?v=U6L2oArjO34��

Listen here: https://www.podbean.com/eas/pb-xkiej-1b68fb7

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6 Main Street, Suite 123
Centerbrook, CT
06409

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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