30 min
Navigating Due Diligence to a Deal (Do Diligence Confidently Ep. 2) Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
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- Investing
Due diligence done right is about building relationships while building the deal. In Episode 2 of Do Diligence Confidnetly: Navigating the Due Diligence Process to a Deal, Taylor Hall and Tim Hanson explain to David Cover and Sarah George-Waterfield the purpose of diligence, why Permanent Equity approaches it with a posture of being helpful, and why problems found in diligence don’t have to be deal killers.
THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:
https://www.permanentequity.com/diligence
CONNECT
Want to start a coversation 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 Intro & What Is Diligence?
4:29 Advice for Navigating the Due Diligence Process to a Deal
6:37 Help Your Buyer Confidenlty Take Risk
7:29 What Kinds of Problems Kill a Deal?
9:54 Why We Don’t Play the Gotcha Game
12:31 An Intervention for Taylor's Insanity
14:09 Get Things “Cleaned Up”
17:29 How to Build Trust With Your Buyer
21:23 What Happens When Issues Come Up In Diligence
23:36 Why Diligence Can Feel Overwhelming
26:31 What Would Cause a Deal to Die?
27:54 Our Approach to Diligence
30:03 What’s Next?
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.
Due diligence done right is about building relationships while building the deal. In Episode 2 of Do Diligence Confidnetly: Navigating the Due Diligence Process to a Deal, Taylor Hall and Tim Hanson explain to David Cover and Sarah George-Waterfield the purpose of diligence, why Permanent Equity approaches it with a posture of being helpful, and why problems found in diligence don’t have to be deal killers.
THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:
https://www.permanentequity.com/diligence
CONNECT
Want to start a coversation 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 Intro & What Is Diligence?
4:29 Advice for Navigating the Due Diligence Process to a Deal
6:37 Help Your Buyer Confidenlty Take Risk
7:29 What Kinds of Problems Kill a Deal?
9:54 Why We Don’t Play the Gotcha Game
12:31 An Intervention for Taylor's Insanity
14:09 Get Things “Cleaned Up”
17:29 How to Build Trust With Your Buyer
21:23 What Happens When Issues Come Up In Diligence
23:36 Why Diligence Can Feel Overwhelming
26:31 What Would Cause a Deal to Die?
27:54 Our Approach to Diligence
30:03 What’s Next?
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.
30 min