Emily Holdman's guest appearances

Emily Holdman

M&A Masters

The Fort - An Entrepreneurship Podcast

Owned and Operated

OwlTail

Emily Holdman is Managing Director of Permanent Equity - a firm using 30-year funds to invest with no intention of selling in small and medium-sized private businesses. In her role, Emily is principally responsible for leading the firm's origination and investment process, and its marketing.On this episode, Chris and Emily discuss: How to know when a seller is ready, and when to move forward on a business Underwriting businesses Buying an Amusement Park Ride Manufacturer How to ask great questions when entering an unfamiliar industry We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. https://www.thefortpod.com/surveyLinksPermanent EquityEmily on TwitterTopics(00:02:34) Emily’s background and career(00:06:47) Acquiring MediaCross and growing the business(00:13:00) Moving into Acquisitions at 23 years old(00:18:06) Going three years without acquiring (00:24:10) How to know when a seller is ready(00:31:50) Emily’s role at PE(00:33:25) When do you know it’s time to move forward with a seller?(00:38:40) How many businesses do you see before moving on one?(00:45:21) Why does everyone disagree over working capital?(00:47:23) How to underwrite a business in Alaska(00:56:21) Why PE loves Texas &amp; Enthusiast Businesses(01:02:02) Buying an Amusement Park Ride Manufacturer(01:07:04) What are some questions you ask early on to become familiar with an industry?(01:12:32) How do you know if a seller is giving good answers if you’re unfamiliar with an industry?(01:16:52) Transaction tensions(01:23:46) Why the Twitter sentiment on self-reliance is annoying(01:32:02) Women in Investing(01:39:23) Advice for girlsSupport our SponsorsFort Capital: https://bit.ly/FortCapitalFollow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/Chris on Social Media:Twitter: https://bit.ly/3BYIjcHLinkedIn: https://bit.ly/45gIkFd Watch The Fort on YouTube: https://bit.ly/3oynxNXVisit our website: https://bit.ly/43SOvysLeave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO The FORT is produced by Johnny Podcasts

Emily Holdman is Managing Director of Permanent Equity - a firm using 30-year funds to invest with no intention of selling in small and medium-sized private businesses. In her role, Emily is principally responsible for leading the firm's origination and investment process, and its marketing.On this episode, Chris and Emily discuss:<ul> <li>How to know when a seller is ready, and when to move forward on a business</li> <li>Underwriting businesses</li> <li>Buying an Amusement Park Ride Manufacturer</li> <li>How to ask great questions when entering an unfamiliar industry</li> </ul> <a href="https://docs.google.com/forms/d/e/1FAIpQLSe1BewlYibTuP1dO_yWdUMPs1a25KVY0KoFE84_afXbYz6NyQ/viewform" rel="nofollow" target="_blank">We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.</a> <a href="https://www.thefortpod.com/survey" rel="nofollow" target="_blank">https://www.thefortpod.com/survey</a> Links<a href="https://www.permanentequity.com/" rel="nofollow" target="_blank">Permanent Equity</a><a href="https://twitter.com/emilyleldridge" rel="nofollow" target="_blank">Emily on Twitter</a> Topics(00:02:34) Emily’s background and career(00:06:47) Acquiring MediaCross and growing the business(00:13:00) Moving into Acquisitions at 23 years old(00:18:06) Going three years without acquiring (00:24:10) How to know when a seller is ready(00:31:50) Emily’s role at PE(00:33:25) When do you know it’s time to move forward with a seller?(00:38:40) How many businesses do you see before moving on one?(00:45:21) Why does everyone disagree over working capital?(00:47:23) How to underwrite a business in Alaska(00:56:21) Why PE loves Texas &amp; Enthusiast Businesses(01:02:02) Buying an Amusement Park Ride Manufacturer(01:07:04) What are some questions you ask early on to become familiar with an industry?(01:12:32) How do you know if a seller is giving good answers if you’re unfamiliar with an industry?(01:16:52) Transaction tensions(01:23:46) Why the Twitter sentiment on self-reliance is annoying(01:32:02) Women in Investing(01:39:23) Advice for girls Support our SponsorsFort Capital: <a href="https://bit.ly/FortCapital" rel="nofollow" target="_blank">https://bit.ly/FortCapital</a>Follow Fort Capital on LinkedIn:<a href="http://www.linkedin.com/company/fort-capital/" rel="nofollow" target="_blank"> www.linkedin.com/company/fort-capital/</a> Chris on Social Media:Twitter: <a href="https://bit.ly/3BYIjcH" rel="nofollow" target="_blank">https://bit.ly/3BYIjcH</a>LinkedIn: <a href="https://bit.ly/45gIkFd" rel="nofollow" target="_blank">https://bit.ly/45gIkFd</a> Watch The Fort on YouTube: <a href="https://bit.ly/3oynxNX" rel="nofollow" target="_blank">https://bit.ly/3oynxNX</a>Visit our website: <a href="https://bit.ly/43SOvys" rel="nofollow" target="_blank">https://bit.ly/43SOvys</a>Leave a review on Apple: <a href="https://bit.ly/45crFD0" rel="nofollow" target="_blank">https://bit.ly/45crFD0</a>Leave a review on Spotify: <a href="https://bit.ly/3Krl9jO" rel="nofollow" target="_blank">https://bit.ly/3Krl9jO</a> The FORT is produced by <a href="https://twitter.com/johnnypodcasts" rel="nofollow" target="_blank">Johnny Podcasts</a>