Who this course is for
We built this for the seller. The person who has spent years building something valuable and deserves to understand the process they are about to enter. Before they walk into a room full of advisors who do this every day.
12 to 36 months out
You have a target timeline and want to use this window to prepare. This course tells you exactly what to do and in what order.
Just received an offer
Someone approached you. You need to understand what you are looking at before you respond. This course gives you the vocabulary and the framework to evaluate it.
Actively running a process
You are already working with a broker but want to fully understand what is happening at each stage: the LOI, diligence, and closing documents. So you participate fully.
Serious and doing the work
You took the crash course and want the full picture. 12 modules, real case studies, professional templates, and direct access to advisor matching when you are ready.
We are on the seller's side. This course was built to give owners the same depth of process knowledge that buyers and advisors already have, so you can participate as an equal, ask better questions, and make fewer expensive mistakes.
What this course covers
What separates sellers who close strong from those who never make it to the finish line.
SDE, EBITDA, multiples, add-backs, and the factors that move your number up or down.
When to sell, when to wait, and how personal readiness intersects with market conditions.
Brokers, attorneys, CPAs, wealth advisors, and how to build the right team around your deal.
Strategic buyers, financial buyers, search funds, individuals, and what each one expects.
From CIM to LOI to close. What happens at each stage and what you need to have ready.
Asset vs stock, reps and warranties, indemnification, non-competes, and earnout triggers.
What buyers look at, what kills deals, and how to organize your response in advance.
Working capital pegs, holdbacks, seller notes, and the terms that shape your real payout.
Transition planning, earnout management, and the personal side of handing over your business.
Making your books buyer-ready, reconciling discrepancies, and building lender confidence.
The narrative that turns data into conviction. How to frame your business for the right buyer.
7 Professional Templates. Included.
Every template you need to go from learning to doing. Developed by practitioners. Ready to customize.
Detailed Document Checklist
80+ items across 6 diligence categories
Data Room Folder Template
Institutional-quality folder structure with placement guides
CIM Example
Fully annotated 7-section Confidential Information Memorandum
Buyer Q&A Prep Sheet
50 questions across buyer, broker, accountant, attorney
Transition Planning Workbook
6-tab workbook covering relationships, systems, earnout, personal transition
Business Story Framework
6-layer narrative builder with worked examples
Simple Document Checklist
Starter list of core documents (also included free with crash course)
Templates are available for download from your course dashboard after enrollment.
Full Course
This course aggregates knowledge that would cost far more to get individually.
What this replaces
Broker access codes accepted at checkout. Contact your broker if they partner with Due Dilly.
Personal advisor matching. Included.
After completing the full course, you complete a short exit survey. Then we have a real conversation with you, review your situation, and personally connect you with vetted professionals suited to your deal.
Business Brokers
Market your business and find qualified buyers
M&A Attorneys
Protect your interests through the legal process
Tax Strategists
Minimize your tax burden on the transaction
CPAs for Quality of Earnings
Validate and present your financials to buyers
Exit Readiness Operational Advisors
Improve your exit valuation before going to market
This is not a directory or an algorithm. It is a personal introduction to professionals we have vetted.
Built with input from brokers, accountants, and transaction attorneys who have collectively seen hundreds of lower-middle-market deals. Due Dilly is focused on small businesses with $500K to $25M in revenue.