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When a client asked us, “When should I expect the unexpected?” it was a rare question, but an important one. In this episode, we share how we guide new clients through the early stages of considering a sale, including understanding their goals and walking them through our process. We also break down the four key phases where surprises often show up: before going to market, during the sale process, after a deal is signed, and post-closing.
No matter how prepared you are, the unexpected is part of the journey. This episode will help you know what to expect and what you cannot plan for.
By Keith Dee, Osage Advisors5
44 ratings
When a client asked us, “When should I expect the unexpected?” it was a rare question, but an important one. In this episode, we share how we guide new clients through the early stages of considering a sale, including understanding their goals and walking them through our process. We also break down the four key phases where surprises often show up: before going to market, during the sale process, after a deal is signed, and post-closing.
No matter how prepared you are, the unexpected is part of the journey. This episode will help you know what to expect and what you cannot plan for.

8,626 Listeners