9 min

How to Do Diligence Confidently (Ep. 5‪)‬ Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses

    • Investing

Emily Holdman and David Cover walk through how to use the Diligence resources found at permanentequity.com and why we hope this project helps more sellers navigate the diligence process confidently. 
THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:
https://www.permanentequity.com/diligence
 
CONNECT
Want to connect with Permanent Equity? https://www.permanentequity.com/contact 
Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: https://www.permanentequity.com/unqualified-opinions 
Follow founder & CEO Brent Beshore on X https://twitter.com/BrentBeshore
Sign up for our newsletter for operators, Permanent Playbook: https://www.permanentequity.com/newsletter 
Visit https://www.permanentequity.com/for more
 
TIMESTAMPS
0:00 Most People Will Only Navigate Diligence Once
1:21 Anyone Should Be Able to Navigate Diligence Confidently 
2:16 Resources to Help You Diligence Confidently
3:08 The Checklist
4:33 Building Your Diligence Team
5:59 Essays
6:55 Downloadable Interactive PDF
8:09 Do Diligence Confidently
 
EPISODE CREDITS
Produced by David Cover 
Music by Jees Guy
 
WE STEWARD COMPANIES THAT CARE WHAT HAPPENS NEXT 
Visit https://www.permanentequity.com/ for more
Sign up for Permanent Playbook, our newsletter for operators in the field: https://www.permanentequity.com/newsletter 
Sign up for Unqualified Opinions, a new daily newsletter from our very own Tim Hanson: https://www.permanentequity.com/unqualified-opinions 
Check out our other podcast episodes here: https://www.permanentequity.com/audio 
 
LEGAL DISCLAIMER
This podcast is made available solely for educational purposes, and the information presented here does not constitute investment, legal, tax or other professional advice, and should not be construed as an offering of advisory services, or as a solicitation to buy, an offer to sell, or a recommendation of any securities or other financial instruments. The thoughts and opinions expressed by or through this podcast are those of the individual guests and speakers and do not necessarily reflect the views of Permanent Equity. The discussion on this podcast of any entity, product or service does not imply an endorsement thereof, and the guests may have a financial interest, whether through investment or otherwise, in one or more of any such entities, products or services. This podcast is presented by Permanent Equity and may not be copied, reproduced, republished or posted, in any form, without its express written consent.
 

Emily Holdman and David Cover walk through how to use the Diligence resources found at permanentequity.com and why we hope this project helps more sellers navigate the diligence process confidently. 
THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:
https://www.permanentequity.com/diligence
 
CONNECT
Want to connect with Permanent Equity? https://www.permanentequity.com/contact 
Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: https://www.permanentequity.com/unqualified-opinions 
Follow founder & CEO Brent Beshore on X https://twitter.com/BrentBeshore
Sign up for our newsletter for operators, Permanent Playbook: https://www.permanentequity.com/newsletter 
Visit https://www.permanentequity.com/for more
 
TIMESTAMPS
0:00 Most People Will Only Navigate Diligence Once
1:21 Anyone Should Be Able to Navigate Diligence Confidently 
2:16 Resources to Help You Diligence Confidently
3:08 The Checklist
4:33 Building Your Diligence Team
5:59 Essays
6:55 Downloadable Interactive PDF
8:09 Do Diligence Confidently
 
EPISODE CREDITS
Produced by David Cover 
Music by Jees Guy
 
WE STEWARD COMPANIES THAT CARE WHAT HAPPENS NEXT 
Visit https://www.permanentequity.com/ for more
Sign up for Permanent Playbook, our newsletter for operators in the field: https://www.permanentequity.com/newsletter 
Sign up for Unqualified Opinions, a new daily newsletter from our very own Tim Hanson: https://www.permanentequity.com/unqualified-opinions 
Check out our other podcast episodes here: https://www.permanentequity.com/audio 
 
LEGAL DISCLAIMER
This podcast is made available solely for educational purposes, and the information presented here does not constitute investment, legal, tax or other professional advice, and should not be construed as an offering of advisory services, or as a solicitation to buy, an offer to sell, or a recommendation of any securities or other financial instruments. The thoughts and opinions expressed by or through this podcast are those of the individual guests and speakers and do not necessarily reflect the views of Permanent Equity. The discussion on this podcast of any entity, product or service does not imply an endorsement thereof, and the guests may have a financial interest, whether through investment or otherwise, in one or more of any such entities, products or services. This podcast is presented by Permanent Equity and may not be copied, reproduced, republished or posted, in any form, without its express written consent.
 

9 min