Building Your Diligence Team (Do Diligence Confidently Ep. 4)

Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses

Diligence requires a team effort. In Episode 4 of Do Diligence Confidently: Navigating the Due Diligence Process to a Deal, Emily Holdman and Taylor Hall give tips for how to assemble your team internally and how to hire external support from intermediaries and lawyers.

THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:

https://www.permanentequity.com/diligence

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TIMESTAMPS

0:00 Intro & Assembling Your “League of Gentlemen”

1:10 Who In Your Organization Are You Going to Involve?

1:55 Hiring Outside Advisors

6:28 Advice for Hiring a Lawyer

11:43 Advice for Hiring an Advisor or Intermediary

EPISODE CREDITS

Produced by David Cover

Music by Jees Guy

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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.