Due Dilly is exit planning software for small businesses, deployed by the institutions that serve them. Wealth managers, lenders, banks, and SBDCs prepare their business owner clients before the moment arrives.
Your clients arrive informed and documented. You skip the orientation and go straight to strategy.
See PricingFind the deployment that fits your firm.
We handle preparation. You handle the deal.
The problem you already know.
Most owners approach a business sale the way they would approach selling a house. They do not understand valuation methodology, what due diligence actually involves, what an LOI obligates them to, or why their financials look different to a buyer than they do to them.
The first meetings with an unprepared client are often spent on orientation that could have happened before they ever sat down with you. Every hour a client spends learning the basics from a professional they are paying for is an hour they did not have to spend that way.
The course costs less than one hour with the advisor they are about to hire. Due Dilly closes that gap before your client walks in the door.
Three ways to work with us.
From individual advisor referrals to enterprise firm deployments and institutional licensing.
Individual advisors and professional services
Business brokers, M&A attorneys, CPAs, wealth advisors, and SBDCs who refer clients to Due Dilly. Your clients arrive prepared. You close more, faster.
No cost to you
Wealth management firms and advisory practices
Co-branded platform for firms serving up to 50 business owner clients. Admin dashboard, code generation, real-time client progress, and readiness snapshot delivery.
Fixed monthly + per-activation fee
Banks, large firms, and government programs
Enterprise-wide white-label deployment for institutions serving 50 or more business owner clients. Multi-advisor accounts, aggregate reporting, and fixed government contract pricing available.
Fixed monthly + per-head activation