Libsyn Directory

SVB Fallout: 3 Ways to Mitigate Your Banking Risk (#3 Will SHOCK You)

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

Release Date: 03/22/2023

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...

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...

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...

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,...

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 &...

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...

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...

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...

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...

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...

More Episodes

When you have money in the bank, you expect it to be there for your use. But the collapse of Silicon Valley Bank and others that followed have highlighted uncertainties in the system. What happened? And what can you do to mitigate your risk? Our new CFO Nikki Galloway and CIO Tim Hanson sit down with David Cover to share three ways you can mitigate your banking risk.

LINKS & MENTIONS FROM THIS EPISODE

Read Nikki’s 3 Ways to Mitigate Banking Risk at https://www.permanentequity.com/

Subscribe to Tim’s daily newsletter, Unqualified Opinions https://www.permanentequity.com/unqualified-opinions

Connect with Nikki on LinkedIn https://www.linkedin.com/in/nicolergalloway/

Connect with Nikki on twitter https://twitter.com/nicolergalloway

Connect with Tim on LinkedIn https://www.linkedin.com/in/timothybhanson/

Connect with Tim on twitter https://twitter.com/timhanso

Connect with David on twitter https://twitter.com/DavidACover

Connect with David on LinkedIn https://www.linkedin.com/in/david-cover-318752230/

TIMESTAMPS

0:00

1:12 Who’s Fault Is It?

2:14 Nikki the New Girl

7:18 Explaining Tim’s Jokes

8:58 What Happened with SVB?

17:29 What’s Happening Now?

20:29 The Wives of Permanent Equity Love Tim’s Newsletter

22:18 Nikki’s 3 Ways to Mitigate Your Banking Risk

27:48 #3 Will Shock You ;)

31:01 David Gets Sidetracked by Sirens & Sports

35:12 Nikki & Tim Try to Get David Back On Topic

36:28 Visit permanentequity.com for More

37:28 Legal Disclaimer

EPISODE CREDITS

Produced by David Cover

Intro music by Andrew Camp, David Cover, Scott Johnson, Andrew Luley, & Dave Wilton

Outro music by Ghost Beatz

WE STEWARD COMPANIES THAT CARE WHAT HAPPENS NEXT

Visit https://www.permanentequity.com/ for more

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.

TOPICS