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

Free CourseFull Course

The Complete Guide to Exit Readiness.

Thirteen modules and seven templates covering the complete sale process, from valuation to close.

$99/year
1-year access.
This Course Includes
13 modules, roughly 3 hours
7 professional templates
Readiness snapshot
What You Will Learn

Thirteen modules covering the complete sale process, stage by stage.

Enroll to unlock every module.

01The Three Foundations of a Successful Exit14 min
02How Your Business Gets Valued18 min
03Your Exit Paths16 min
04Your Personal Foundation and Life After Close12 min
05Building Your Advisor Team14 min
06Buyer Types in Depth15 min
07The Sale Process Stage by Stage18 min
08What Buyers Examine in Due Diligence16 min
09Building Value Before You Go to Market14 min
10Legal Fundamentals for Sellers15 min
11Financial Cleanup and Reporting Readiness12 min
12Protecting Value in Negotiation14 min
13Your Business Story and What Comes Next10 min
Description

About this course.

The Full Course is the complete curriculum for business owners preparing for an exit. Thirteen modules covering valuation, exit paths, the advisor team, buyer types, the sale process stage by stage, due diligence, value building, legal and financial cleanup, negotiation, and what comes after close. Roughly 3 hours of focused content plus seven professional templates you take home.

This course was built with the Certified Exit Planning Advisor (CEPA) content and logic in mind, and developed in partnership with tax advisors, business attorneys, wealth managers, and business owners who have been through transactions themselves. Every module reflects what actually happens in real deals, not theory.

Unlike most owner-prep material, this course produces something concrete at the end. When you finish, you will have a readiness snapshot that any advisor, broker, or buy-side party can use to shortcut the first three meetings of discovery. Your first real conversation starts at strategy, not at basics.

1-year platform access, works on any device. The work you do in the course saves itself as you go. You can come back to any module any time during the access period.

What owners say
I run a consulting firm in Alaska and I'll be honest, exit planning felt like something for later. What Due Dilly did was show me the handful of KPIs and the documents I should be building out now. Not because I'm selling tomorrow, but because the quality of those things is what determines the range of outcomes I'll have when the time comes.
CEO, Anchorage IT consulting firm
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
Built on CEPA content

Developed using Certified Exit Planning Advisor logic, in partnership with tax advisors, business attorneys, wealth managers, and business owners.