Edge Case Decisions - 5 Minute Management
Release Date: 03/15/2023
How to Do Diligence Confidently (Ep. 5)
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
Emily Holdman and David Cover walk through how to use the Diligence resources found at permanentequity.com and why we hope this project helps more sellers navigate the diligence process confidently. THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at: CONNECT Want to connect with Permanent Equity? Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: Follow founder & CEO Brent Beshore on X Sign up for our newsletter for operators, Permanent Playbook: Visit for more TIMESTAMPS 0:00 Most People Will Only Navigate Diligence...
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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: CONNECT Want to connect with Permanent Equity? Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: Follow founder & CEO Brent Beshore on X Sign up for our newsletter for operators, Permanent Playbook: Visit for...
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The Process: From First Call to Close (Do Diligence Confidently Ep. 3)
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
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: CONNECT Listen to the podcast David mentions on “How to Sell A Business in 2023” Want to start a conversation with Permanent Equity? Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: Follow founder & CEO Brent Beshore on X Sign up...
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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: CONNECT Want to start a coversation with Permanent Equity? Sign up for a new daily newsletter from Tim Hanson,...
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We've Open-Sourced Our Diligence Process (Do Diligence Confidently Ep. 1)
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
Due diligence is intense. But it doesn’t have to be mysterious or a gotcha game. In Episode 1 of Do Diligence Confidnetly: Navigating the Due Diligence Process to a Deal, Tim Hanson and David Cover share why Permanent Equity has open-sourced their diligence process and introduce some of the topics and resources to help sellers and investors navigate diligence confidently. THIS PODCAST IS ACCOMPANIED BY MORE DILIGENCE RESOURCES at: CONNECT Want to connect with Permanent Equity? Sign up for a new daily newsletter from Tim Hanson, Unqualified Opinions: Follow founder &...
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John Marsh: Understanding People - Outside Insights
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
John Marsh (Marsh Collective, Redemptification Podcast) cares deeply about people. It’s behind his obsession with restoring irreplaceable real estate in small towns across the Southeast, helping couples rebuild marriages and lives, and connecting individuals with each other and with work that fulfills them and fits their talents and ambitions. John talks with Brent Beshore about how his deep care for and commitment to people (and the long journey it took to get there) has affected how he thinks about life, relationships, hiring people, planning projects, and building teams. LINKS...
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Bill D'Alessandro: The Hard Thing(s) About HoldCos - Outside Insights
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
Why did one of the biggest holdco owners & operators sell his holdco? Bill D’Alessandro talks about what led to the decision to sell all but one of his companies, having to let go of being “the Holdco Guy,” advice for entrepreneurs thinking about operating & owning multiple companies, insights on online marketing, & how he sees AI changing the world forever. LINKS & MENTIONS FROM THIS EPISODE Bill’s Natural Dog Company Acquisitions Anonymous podcast Join the list for Main Street Summit Read the Messy Marketplace (or go to episode 1 of the Permanent...
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Brett Hagler: Building A New Story - Outside Insights
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
What would it look like to approach solving global homelessness with the same spirit of disruption & innovation as a cutting-edge tech start-up? Brett Halger (Co-Founder & CEO of New Story) joins Brent Beshore & David Cover to discuss how New Story is doing just that with 3D printed homes, web3, and experimental tech ventures – and why they are disrupting themselves to create a whole new model and market that increase home supply and provide better access to home ownership. Plus insights on how to scale a company, the best way to solve complex problems, how to make big changes to an...
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Permanent Equity's Hiring Playbook
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
What’s your hiring process? Kelie Morgan, Director of Talent Acquisition at Permanent Equity, shares the 8-step hiring playbook she developed to find and hire great talent at the firm and our portfolio companies. Learn how to attract talent more efficiently, screen candidates more thoroughly, and conduct interviews most effectively – and why the most important part of the process might be the part you didn’t plan for. LINKS & MENTIONS FROM THIS EPISODE Connect with Kelie on twitter Connect with Kelie on LinkedIn Visit for more TIMESTAMPS 0:00 Intro 0:31 What Would You...
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Claire Hughes Johnson: Scaling People - Outside Insights
Permanent Podcast: Real Talk About Private Equity and Buying, Selling, and Operating Small Businesses
Claire Hughes Johnson (Google, Stripe) discusses her new book Scaling People: Tactics for Management and Company Building. Claire talks about why she thinks vulnerability is so powerful, the pitfalls of transparency in leadership, how to build systems by building trust, and the difference between management and leadership. LINKS & MENTIONS FROM THIS EPISODE “Scaling People” by Claire Hughes Johnson Read “The Messy Marketplace” by Brent Beshore Listen to “The Messy Marketplace” (episode 1 of the Permanent Podcast feed) Claire mentions “Bury My Heart at...
info_outlineYou’re making too many business decisions based on edge cases. Mark Brooks explains why you should be wary of loud voices, your own assumptions, buddy bias, and single bad actors that could lead you to set poor policies, products, or prices.
LINKS & MENTIONS FROM THIS EPISODE
Sign up for our weekly newsletter for operators, Permanent Playbook: https://www.permanentequity.com/newsletters
Connect with Mark on twitter https://twitter.com/markbrooks
Connect with Mark on LinkedIn https://www.linkedin.com/in/markbrooks1/
Connect with David on twitter https://twitter.com/DavidACover
Connect with David on LinkedIn https://www.linkedin.com/in/david-cover-318752230/
Visit https://www.permanentequity.com/ for more
TIMESTAMPS
0:00 Intro
0:38 Threadboi Reads His Tweets
2:25 Making Assumptions About Pricing
4:02 Be Aware of Buddy Bias
4:47 Why We Can’t Have Nice Things
6:08 (Not) Taking Criticism
8:10 Subscribe to the Permanent Playbook Newsletter
8:35 Legal Disclaimer
EPISODE CREDITS
Produced by David Cover
Intro music by David Cover, Andy Freeman, & Wes White
Outro music by Daniele Musto
WE STEWARD COMPANIES THAT CARE WHAT HAPPENS NEXT
Visit https://www.permanentequity.com/ for more
Sign up for our weekly newsletter for operators, Permanent Playbook: https://www.permanentequity.com/newsletter
Sign up for a new daily newsletter from our very own Tim Hanson, Unqualified Opinions: https://www.permanentequity.com/unqualified-opinions
Check out our other podcast episodes here: hhttps://pod.link/1480383949
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.