Episode 34
Due Diligence and How You Know if it's a Good Deal or Not | The D in SUCCEED
What are the specific layers of verification needed to ensure an investment aligns with your goals?
What you'll learn in this episode:
In this episode, Rich and Jason break down why due diligence is one of the most important steps for reducing risk and making better decisions before capital is committed. They discuss missed assumptions, financial verification, legal pitfalls, and how deeper investigation can save time and money. We hope due diligence can help you know now, rather than suffer later.
Episode Highlights
What you’ll learn in this episode:
(00:32) Why due diligence is essential for avoiding costly surprises and determining whether an opportunity is truly sound.
(05:19) Financials should be the first layer of evaluation.
(09:33) Legal considerations for a deal.
(16:30) The Benefit of Third-party verifications.
(20:14) Due diligence can also uncover favorable opportunities.
(23:12) The emotional aspect of due diligence.
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About The Epic Investor
The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.
