In this episode, we dive into the top reason deals fall apart—declining or inconsistent financial performance.

Whether you're just starting the sale process or deep in negotiations, financial performance is always under the microscope. Buyers ask about your latest numbers right up to the closing table.

So what happens when a company starts missing its numbers mid-deal? Today we share a real example from a current engagement where the business’s performance dipped during due diligence—and how our team worked with both buyer and seller to find a solution that kept the deal alive.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

In this episode, we sit down with Rachel Fearnley, CEO of dreamscapes marketing + design—and one of our longtime marketing partners—to talk about her unexpected journey from marketer to business seller.

dreamscapes had been working with Stonington Vineyards as their marketing agency when life took an unexpected turn. After the passing of one of the owners and the declining health of his wife, Rachel was asked to step in as President and Director of Operations to help stabilize the vineyard. What began as a marketing relationship quickly became something more, as Rachel found herself leading the business and ultimately responsible for guiding it through to new owners.

With the help of Osage Advisors, she navigated the emotional and strategic challenges of selling a company she’d come to care deeply about—offering a fresh, firsthand perspective on what it’s really like to go through the M&A process.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

In this episode, we take you inside a real deal: our client’s business is booming—revenues have doubled, and they’re weeks from going to market. But selling a company doesn’t pause day-to-day operations. That’s why we recommended bringing in an interim, part-time CFO to handle due diligence and keep the team focused on growth. If you're planning to sell while business is thriving, this video is for you.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273