Exit planning software for small businesses, built for the wealth managers, SBDCs, and advisors who serve them. For advisors · Free course for owners

Exit Planning Software for Financial Advisors

Your business owner clients deserve to arrive prepared.

Due Dilly is exit planning software that turns the preparation gap in business owner transitions into a fiduciary opportunity. The owners who lose the most value are the ones who never saw the transition coming.

51%
of U.S. small businesses owned by Baby Boomers
The transition wave is already underway
$10T+
in business wealth transferring over the next decade
Most owners are unprepared
Day 1
Your first client meeting starts at strategy, not orientation
When they complete Due Dilly first
Built for
Wealth Management Firms
Local and International Banks
M&A Advisory Firms
Financial Advisors
The Fiduciary Case

Every business owner client is a potential transition event, planned or not.

The owners who lose the most value are rarely the ones who planned to sell. They are the ones who faced an unplanned transition, a health event, a partnership dispute, a market shift, and arrived at the process without preparation.

Deploying Due Dilly across your business owner client base is not a reactive service. It is a proactive standard of care that protects client outcomes before the moment arrives and positions your firm at the center of the most consequential financial event in your client’s life.

What Firms Gain
↑
AUM Protection
Retain assets through the transition event rather than losing them when owners exit unprepared and make poor decisions.
⟳
Repeatable Service Model
Standardized preparation workflow across your entire book. Not a one-off service — a systematic advantage.
◈
Deeper Client Relationships
Advisors who guide owners through the full lifecycle — including exit — have relationships no competitor can displace.
✓
Fiduciary Differentiation
Exit readiness as a standard of care sets you apart from every other advisor in the room.
Due Dilly shifted how we think about our business from day one, framing every decision through the lens of a future buyer. We're still early, but now we're building with intention instead of figuring out exit readiness years down the road when it's too late.
Kate Piscetta
CEO, Vinci Parfum
Deployment

Co-branded for your firm. Built to scale.

Most wealth management firms deploy Due Dilly through Enterprise Education, a co-branded client experience with admin visibility into your owner clients’ readiness. Larger firms with multi-advisor accounts and aggregate reporting needs deploy Enterprise CRM.

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Government and fixed-contract pricing available for SBDC networks and federal programs.

Platform Capabilities

What your firm gets.

A structured preparation workflow that runs alongside your client relationships, not on top of them.

Book a 30-min Demo
01
Co-Branded Experience
Your clients see your firm's identity throughout. Deploy under your name, your brand, your relationship.
02
Real-Time Dashboard
See where every client is in the preparation process. Know who is ready and who needs a nudge before your next meeting.
03
Advisor-Ready Documentation
Every completed client produces a standardized readiness snapshot your team can use in the first engagement meeting.
04
Institutional Security
Secure, reliable, and designed for the compliance expectations of wealth management firms and banks.
05
Fast Client Activation
Generate codes from your dashboard. Clients are in the course within minutes, under your brand.
06
Scales Without Headcount
From five clients to five hundred. The platform scales without adding advisor overhead or manual coordination.
Process

From first conversation to first client completion.

01
30-Min Demo
We show you both views — what your client sees and what you see. No commitment.
02
Platform Setup
We configure your co-branded environment. White-glove setup while self-service is built.
03
Activate Clients
Send codes or a partner link. Clients are live under your brand in minutes.
04
Track in Real Time
Your dashboard shows progress, completion status, and snapshot availability.
05
Lead with Insight
Client completes the course. You receive their readiness snapshot. Your next meeting starts at strategy.

Ready to deploy Due Dilly for your clients?

Schedule a 30-minute demo. We will show you the advisor view, the client experience, and what deployment looks like for your firm.