The Ins and Outs of Selling a Business

Selling a business is not just a financial transaction. It is also a deeply personal and emotional journey for founders and their families.

In this episode of The Ins and Outs of Selling a Business™, Keith Dee sits down with life coach Ellen Palmer to discuss why emotional preparedness plays a critical role in the sale process. They explore how stress, identity, and sustained pressure can affect decision making, especially during due diligence.

If you are preparing to sell your company or currently in the middle of a deal, this conversation highlights an often overlooked factor that can make or break a successful outcome.

You’ve signed the Letter of Intent, but the deal is far from done. In this episode, Keith Dee of Osage Advisors explains why the 60 to 90 days after an LOI are the most critical stage of a sale. As due diligence intensifies, buyers dig deeper into your financials, legal documents, customers, and operations.

This is where mindset becomes key. Sellers must shift from protective owner to committed closer, embracing transparency and urgency to maintain momentum and protect value. If you’re entering or navigating the post-LOI phase, this episode outlines what it really takes to reach a successful closing.

When it comes to succession planning, the biggest challenges aren’t always financial—they’re emotional. In this episode of The Ins and Outs of Selling a Business™, Keith Dee continues his conversation with Jeff Savlov, a family business consultant and therapist who helps owners navigate the complex emotional and relational dynamics of passing a business to the next generation.

From entitlement issues and unqualified heirs to blended families and silent resentment, Jeff shares real stories and insights on how to address tough conversations early, avoid costly mistakes, and keep both the family and the business intact.

Whether you're planning a handoff to your kids or considering a sale, this episode is packed with powerful takeaways on how to handle the human side of succession.

Is Now a Good Time to Sell Your Business? Here's What We're Seeing

"How's the market?" It’s the question we’re hearing from nearly every business owner right now.

In this episode of The Ins and Outs of Selling a Business™, Keith Dee, President of Osage Advisors, shares why 2026 could be a strong year for M&A. With plenty of capital on the sidelines and renewed interest from both private equity and strategic buyers, the environment is shifting in a seller’s favor.

If you’ve been waiting for the right time, this episode explains what to watch for and how to take advantage of current market conditions.

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What happens when your children don’t want your business, or worse, expect to inherit it without paying?

In this episode of The Ins and Outs of Selling a Business™, Keith Dee talks with family business & wealth consultant, Jeff Savlov of Blum & Savlov, LLP, about how entitlement, silence, and poor planning can derail succession. Jeff shares his personal story and practical tips to help business owners avoid conflict and protect both their legacy and family relationships.

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Selling a business isn’t just about numbers. For many owners, especially those nearing retirement, it can bring up unexpected emotions that impact decision making. In this episode of The Ins and Outs of Selling a Business™, Keith Dee of Osage Advisors talks about a challenge many sellers face but few discuss: emotional vulnerability. From uncertainty about life after the sale to pressure from family, these emotions can derail even the strongest deals if not addressed.

Keith shares what to expect and how to navigate it with the right support and preparation.

In this episode of The Ins and Outs of Selling a Business™, Keith Dee of Osage Advisors is joined by Philip FitzGerald of Amplify Consulting Services to talk about what many sellers don’t see coming… the intensity of due diligence after a letter of intent is signed.

We cover why today’s buyers demand so much more information, how private equity firms and their consultants operate, and why sellers need to be fully prepared before they go to market. From document requests to unexpected delays, how you plan ahead can determine whether your deal moves forward or falls apart.

If you’re thinking about selling, this episode gives you a clear view of what to expect, and how to stay ahead of it.

How Much Should You Share Before the LOI?

In this episode, we cover a key question in the M&A process: what information should you share with buyers before a Letter of Intent is signed?

Keith Dee of Osage Advisors explains how to balance transparency with confidentiality, what goes into a CIM, and why today’s buyers often ask for more upfront. We also share how the right info early on can speed up due diligence later.

If you're preparing to sell, this episode will help you share the right details at the right time.

Thinking about selling your business? Don’t guess your company’s value.

In this episode, Keith Dee from Osage Advisors sits down with Philip Fitzgerald of Amplified Consulting Group to break down M&A prep for first-time sellers and family-owned businesses. Learn the real steps to understand your business’s worth, avoid common mistakes, and get the most out of your exit. 

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Selling a Family Business? What If the Next Generation Gets Cold Feet?

In this episode, we explore what happens when your family isn’t fully on board with your decision to sell. From hesitation to outright resistance, these moments can derail a deal if not handled carefully.

Learn how to align your family, communicate your goals, and protect the value of your business through a smooth transition.

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