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

The Mission

The exit process is complex. For most owners, it is also the most important financial event of their life. They deserve to walk in prepared.

Buyers, brokers, attorneys, and CPAs participate in transactions every day. Most sellers do it once. That asymmetry in knowledge and experience has a direct impact on the outcome. Due Dilly closes that gap.

>70%
of businesses listed for sale never close
Most failures are preventable with preparation
1x
The average seller does this exactly once
Buyers do it dozens of times
51%
of U.S. small businesses owned by Boomers
The transition wave is underway now
The Knowledge Gap

When you sit across the table from a buyer and their advisors, you are at a structural disadvantage. They have done this before. They know the vocabulary, the stages, the pressure points, and the terms that seem small but aren’t.

That gap does not exist because sellers are unsophisticated. It exists because no one gave them the same preparation the other side already has. Brokers, attorneys, and accountants serve sellers every day — but by the time they are engaged, the seller is already reactive.

Due Dilly is the step that comes before. By the time you sit with your first advisor, you understand the stages, the vocabulary, and the decisions ahead. That preparation changes the entire trajectory of how the process goes.

What Preparation Actually Changes
You stop being the least informed person in the room
Buyers and their advisors negotiate these terms regularly. You do it once. Preparation closes that gap.
Your first advisor conversations skip the orientation
When you already understand the stages and vocabulary, every meeting goes straight to strategy.
You catch value leaks before they happen
Key person dependency, customer concentration, and operational gaps are discovered in Due Dilly, not by the buyer.
You arrive with documentation, not excuses
The full course produces advisor-ready assets your team can use on day one.
The Process

What a sale actually looks like from start to close.

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

Start with the free course.

No account required. 7 lessons, 30 minutes. The foundation every owner should have before going to market.

Start Free · No AccountFull Course · $99