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.

Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273

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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.

Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273

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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.

Contact Keith: Osage Advisors, LLC osageadvisors.com kdee@osageadvisors.com 860-767-3273

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