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

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Everything you need to understand the exit process.

The M&A process explained, key terminology defined, and the best books for small business owners preparing to sell. Free. No account required.

The Standard M&A Process

12 stages from first thought to ownership transfer. Teal steps are where Due Dilly adds value. Amber steps are the legally significant moments. Tap any step for details.

Due Dilly
1Explore
Thinking about selling
Due Dilly
2Prepare
Preparation and readiness
Due Dilly
3Advisors
Advisor selection
4CIM
Teaser or CIM creation
5Buyers
Buyer outreach
6NDA
NDA
7IOI
IOI
8LOI
LOI
9SPA/APA
Definitive agreements
10Financing
Financing
11Close
Close
12Transition
Transition
Where Due Dilly adds value
Legally significant steps

Real transactions include many extra requests and surprises. The free course walks through each of these stages in detail so you understand what to expect before you need to.

Ready to go deeper?

The free course turns this knowledge into a structured 30-minute foundation. The full course builds your actual exit documents.

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