Osage Advisors, LLC

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 busines

s 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.

09/01/2026

A lot can change in 25 years. The principles you build a business on shouldn’t.

In this special anniversary episode of The Ins and Outs of Selling a Business™, Keith Dee looks back at the experiences that have shaped Osage Advisors and the approach the firm still brings to every transaction today.

Through changing markets, challenging deals, and countless conversations with business owners, one thing has remained constant: understanding what matters most to the client and earning their trust throughout the process.

Watch Part 1 of our 25th anniversary episode and stay tuned for Part 2 as Keith continues the story.

Watch the full episode here: https://www.youtube.com/watch?v=mcnMDF8gwJo��

Listen here: https://www.podbean.com/eas/pb-x77zd-1b45bb9

08/27/2026

Twenty five years ago, Keith Dee founded Osage Advisors with no clients, two young children at home, and a vision to provide business owners with a better way to sell their companies.

In Part 1 of this special 25th anniversary episode of The Ins and Outs of Selling a Business™, Keith reflects on the early days of Osage, the lessons that shaped the firm, and why trust, transparency, and understanding an owner's goals remain at the heart of every transaction.

Join Keith as he looks back on 25 years of helping business owners navigate one of the biggest decisions of their lives, and stay tuned for Part 2.

Watch the full episode here: https://www.youtube.com/watch?v=mcnMDF8gwJo��

Listen here: https://www.podbean.com/eas/pb-x77zd-1b45bb9

08/25/2026

The right M&A advisor isn’t there just to get a deal done. They’re there to get the right deal done.

In our latest episode of The Ins and Outs of Selling a Business™, Keith Dee discusses why realistic expectations and alignment from the very beginning are critical, especially when unexpected challenges arise later in the process. From valuation to last minute buyer concerns, having an advisor who will be transparent, negotiate strategically, and protect your interests can make all the difference.

Watch the full episode to learn why the right representation matters at every stage of a sale.

Watch the full episode here: https://www.youtube.com/watch?v=mtwOLTQK9_Y��

Listen here: https://www.podbean.com/eas/pb-3449m-1b3d99d

08/20/2026

Even when an M&A deal is progressing smoothly, unexpected issues can surface at any time.

In this episode of The Ins and Outs of Selling a Business™, Keith Dee shares a real world example of a buyer raising concerns over customer concentration late in the due diligence process. He explains how the proposed deal terms could have negatively impacted the seller and how strategic negotiation helped both sides reach a more equitable solution.

If you're considering selling your business, this episode highlights why experienced representation can be critical when unexpected hurdles, retrades, and last minute negotiations arise.

Watch the full episode here: https://www.youtube.com/watch?v=mtwOLTQK9_Y��

Listen here: https://www.podbean.com/eas/pb-3449m-1b3d99d

You sold your business. But are you actually ready to leave?In our latest blog post, we explore why buyers often ask own...
08/19/2026

You sold your business. But are you actually ready to leave?

In our latest blog post, we explore why buyers often ask owners to stay longer than expected and what an extended transition period could mean for your plans after the sale.

The good news? Staying longer doesn’t have to mean putting your next chapter on hold. The right structure can create an arrangement that works for both you and the buyer.

Read the full blog to learn how to navigate and negotiate the transition period after a sale: https://osageadvisors.com/?post_type=news-event&p=1540&preview=true

08/11/2026

A successful AI strategy isn’t just about the technology. It’s about having the right people behind it.

In Part 2 of our conversation with Brandon Powell, CEO of HatchWorks AI, we discuss how business owners can move beyond AI experimentation and build a practical strategy for long term growth. From finding the right AI leadership to training your team, having a people roadmap is just as important as having a technical one.

Watch the full episode of The Ins and Outs of Selling a Business™ to learn how to turn AI investment into real business value.

Watch the full episode here: https://www.youtube.com/watch?v=CvlVJ3_EWPU�

Listen here: https://www.podbean.com/eas/pb-9mnpc-1b2ce95

08/06/2026

AI is no longer just a competitive advantage. It's becoming a key factor in how businesses are valued.

In Part 2 of this conversation, Keith Dee sits down again with Brandon Powell, CEO of HatchWorks AI, to discuss how business owners can move beyond AI experimentation and build a practical strategy that drives growth. They explore AI governance, protecting company data, preparing your team for adoption, and why private equity firms are increasingly evaluating AI readiness during the acquisition process.

Whether you're planning to sell your business or simply want to stay competitive, this episode offers practical insights on implementing AI, increasing operational efficiency, and positioning your company for long term value.

Watch the full episode here: https://www.youtube.com/watch?v=CvlVJ3_EWPU�

Listen here: https://www.podbean.com/eas/pb-9mnpc-1b2ce95

08/05/2026

The best time to prepare for a sale is before you're ready to go to market.

In our latest episode of The Ins and Outs of Selling a Business™, Keith Dee shares what we're seeing in today's M&A market and why now is an ideal time for business owners to begin preparing for a future sale.

Getting your materials, financials, and strategy in place early positions you to attract the right buyers, create competition, and maximize value when you're ready to sell.

Watch the full episode to learn why preparation today can lead to a stronger outcome tomorrow.

Watch the full episode here: https://www.youtube.com/watch?v=dKgvk9CSBRQ��

Listen here: https://www.podbean.com/eas/pb-dnqe9-1b226d3

Twenty-five years ago, Osage Advisors was founded with a simple mission: to give lower middle market business owners the...
08/04/2026

Twenty-five years ago, Osage Advisors was founded with a simple mission: to give lower middle market business owners the same level of guidance, expertise, and competitive sale process traditionally reserved for much larger companies.

While the M&A landscape has evolved over the past 25 years, that mission hasn't changed.

In our latest blog, Keith Dee reflects on the journey of building Osage Advisors, the lessons learned along the way, and three transactions from the past decade that left a lasting impact and continue to shape how we serve our clients today.

Read the full blog and join us in celebrating 25 years of Osage Advisors: https://osageadvisors.com/news-event/celebrating-25-years/

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Centerbrook, CT
06409

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