Selling Your Business? Don’t Share THIS Before the LOI

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.

Contact Keith:
Osage Advisors, LLC
osageadvisors.com
kdee@osageadvisors.com
860-767-3273

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