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Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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From LOI to Close: The Hardest Part of Selling a Business

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Manage episode 484188152 series 3261266
Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we welcome back Rachel Fearnley, CEO of Dreamscapes Marketing + Design, for a candid conversation about life on the other side of the deal. After years of marketing for a winery, Rachel stepped into a whole new role—selling it.

She walks us through the unexpected twists that followed signing the Letter of Intent (LOI)—when she thought the hard part was over. Spoiler: it was just beginning.

From underestimated emotions to the complexities of due diligence, Rachel shares what surprised her most, what she wishes she knew sooner, and why clear communication (with a steady M&A advisor in the mix) was key to keeping the deal on track.

Whether you're a business owner considering a sale or just curious about what really happens behind the scenes, this episode is packed with honest insights and valuable lessons.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

[email protected]

860-767-3273

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 484188152 series 3261266
Content provided by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Dee, Osage Advisors, Keith Dee, and Osage Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we welcome back Rachel Fearnley, CEO of Dreamscapes Marketing + Design, for a candid conversation about life on the other side of the deal. After years of marketing for a winery, Rachel stepped into a whole new role—selling it.

She walks us through the unexpected twists that followed signing the Letter of Intent (LOI)—when she thought the hard part was over. Spoiler: it was just beginning.

From underestimated emotions to the complexities of due diligence, Rachel shares what surprised her most, what she wishes she knew sooner, and why clear communication (with a steady M&A advisor in the mix) was key to keeping the deal on track.

Whether you're a business owner considering a sale or just curious about what really happens behind the scenes, this episode is packed with honest insights and valuable lessons.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

[email protected]

860-767-3273

  continue reading

100 episodes

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