Exit Readiness: Crash Course
A self-paced introduction to the business, financial, and personal foundations of preparing your business for sale. Free for all clients.
Self-paced · core conceptsView course →
Content Library
Due Dilly curated courses and resources for your clients.
Courses
Exit Readiness: Full Course
Deep-dive curriculum with worked examples, advisor-grade templates, and full Q&A workflow. Available as part of the institutional tier.
Deep-dive · advisor-graded outputsView course →
Industry Deep-Dives
Sector-specific exit playbooks: manufacturing, professional services, healthcare. Coming Q3 2026.
Resources
PDFFeaturedDue Dilly
Exit Planning for SMB Owners: Starter Guide
Due Dilly curated guide covering the three-foundation framework.
Personal Planning
VIDEOFeaturedDue Dilly
Normalized EBITDA: What Buyers Actually Look For
A 22-minute expert walkthrough of common add-backs and defense strategy.
Financial Preparation · 22 min
PRESENTATION
Vanguard Exit Readiness Onboarding Deck
Internal firm deck introducing the program to new clients.
Personal Planning
PDFDue Dilly
Data Room Essentials Checklist
One-page checklist of documents buyers expect during diligence.
Operations