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When a client asked, “When should I expect the unexpected?” it sparked an important conversation. In this episode, we explain how we guide new clients through the early stages of a potential sale, clarify goals, and outline our process. We also break down the four stages where surprises often arise: before going to market, during the sale, after signing, and post-closing. No matter how prepared you are, the unexpected is inevitable, and this episode helps you understand what you can anticipate and what you can’t.

When financing challenges arise, buyers often look to the seller’s representation for help. But as Keith Dee of Osage Advisors makes clear: that’s not the seller’s responsibility. In this clip from The Ins and Outs of Selling a Business, Keith shares why buyers must own the lender relationship — and how leaning on the seller can derail the deal. Watch the full episode here: https://lnkd.in/ewCdFg2x Or listen here: https://lnkd.in/ectvb9mu

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.

Even when an M&A deal is moving smoothly, unexpected issues can arise late in the process. In this episode of The Ins and Outs of Selling a Business™, Keith Dee shares a real-world example of a buyer raising concerns about customer concentration during due diligence, and how strategic negotiation helped protect the seller while creating a more equitable outcome. For business owners considering a sale, it’s a reminder that experienced representation can make all the difference when re-trades, unexpected hurdles, and last-minute negotiations arise.

AI is changing more than how businesses operate, it’s changing how they’re valued. The businesses that treat AI as a long-term strategy, rather than an experiment, will be better positioned for growth, efficiency, and future opportunities. Keith Dee and Brandon Powell, CEO of HatchWorks AI, dive into what that actually looks like, from protecting company data and preparing teams for adoption to why AI readiness is becoming a consideration for private equity firms. If you’re thinking about growth, staying competitive, or eventually selling your business, AI readiness matters.

AI is no longer a "nice to have". It's becoming a key factor in how buyers evaluate businesses. In this episode of The Ins and Outs of Selling a Business™, Marc Emmer of Optimize Inc. joins us to discuss why AI has become a force multiplier for growth, what private equity firms are asking business owners today, and how companies can leverage AI to increase value before an exit. If you're a business owner thinking about growth or a future sale, this conversation is one you won't want to miss. Watch now.