Why this exists
Buyers, brokers, attorneys, and CPAs participate in business transactions every day. Most sellers do it once. That information asymmetry is not inevitable; it is a preparation problem.
A prepared seller means less friction for M&A advisors and brokers, cleaner work for CPAs and transaction attorneys, and faster closes for buyers. Everyone wins when the seller walks in knowing what they are doing.
Due Dilly was developed in partnership with brokers, attorneys, accountants, and transaction professionals across the country. The curriculum reflects what they wish sellers knew before the first meeting.
Who we focus on
My background in private equity, operations, and finance management gave me a front-row seat to how disorganized and underserved the small business transaction process can be. Many local businesses are the backbone of their communities and a major source of retirement value for owners, yet too many struggle to transition or exit because they are underprepared or too small for brokers to take on. Due Dilly was built to close that gap, starting with education that any owner can access before any advisor conversation.
Who benefits from a prepared seller
Better terms, more informed decisions, less anxiety about what they do not know.
Cleaner engagements, fewer expectation problems, more productive first meetings.
Clients who understand what they are signing and ask better questions.
Sellers who start financial cleanup early and understand the CPA conversation.
Faster closes, fewer re-trades, less friction in diligence.
Start with the free crash course
Seven lessons on valuation, timing, brokers, due diligence, and deal structure. No account required. Takes about 30 minutes.