In Episode 3 of Do Diligence Confidnetly: Navigating the Due Diligence Process to a Deal, Emily Holdman and Tim Hanson explain what the process of entering into a partnership with Permanent Equity looks like from the introductory call to close.

THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at:

https://www.permanentequity.com/diligence

CONNECT

Listen to the podcast David mentions on "How to Sell A Business in 2023" https://www.permanentequity.com/content/how-to-sell-a-business-in-2023

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TIMESTAMPS

0:00 Intro & Three Olds Talking About New Slang

1:41 Step 1: Information Gathering Conversations

3:30 Step 2: IOI (Indication of Interest Letter)

6:54 Step 3: Site Visit(s)

9:15 Step 4: LOI (Letter of Intent)

10:33 Step 5: Diligence

14:05 Step 6: The Business Deal

15:10 Step 7: Purchase Agreement

18:40 Step 8: Close (The Finish and the Starting Line)

20:22 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.