Navigating the Due Diligence Process to a Deal (Do Diligence Confidently Ep. 2)

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Show Notes

Due diligence done right is about building relationships while building the deal. In Episode 2 of Do Diligence Confidently: 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

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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.

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The Process: From First Call to Close (Do Diligence Confidently Ep. 3)

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We’ve Open-Sourced Our Diligence Process (Do Diligence Confidently Ep. 1)