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

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

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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

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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.