Client Resources
Tools, checklists, guides, and essentials for your selling journey
This Resource Center brings together the most useful documents, checklists, and explanations you’ll need throughout your transaction. Everything here is designed to make the process clearer, easier, and more predictable whether you’re buying, selling, or preparing for the next step.
Downloadable Checklists
Seller Checklists
• Seller Preparation Checklist
Steps to prepare your yacht for photography, marketing, and showings.
• Survey & Sea Trial Seller Checklist
What to expect when a buyer inspects your yacht and how to prepare.
• Required Seller Documents
Titles, registration, lien information, service records, and payoff details.
Guides & Explanations
Understanding the Yacht Purchase & Sale Agreement (PSA)
A plain-English overview of the standard IYBA/YBAA contract used throughout the industry.
The Survey & Sea Trial Guide
What the survey covers, what a haul-out includes, expected costs, and how findings are addressed.
Closing & Documentation Guide
A step-by-step explanation of escrow, secure funds transfer, title/lien searches, USCG documentation vs. state titling, and what to expect at closing.
Marketing & Listing Guide (for Sellers)
A Comprehensive Yacht Marketing Strategy
Pre-Listing Inspection & Report: Receive a FREE bow-to-stern inspection and report before listing. This allows you to address potential issues in advance, ensuring a smoother pre-purchase survey.
Market Analysis: Receive a FREE Competitive Market Analysis (CMA) assessing trends, geography, vessel condition, engine hours, equipment upgrades and more. We deep dive into sold boat comps and current listing to provide the most accurate picture and recommended asking price.
Category Landing Page: Your vessel can be on a featured rotation on our category landing pages designed to maximize exposure and attract potential buyers. Example Categories: Catamarans For Sale – Veteran Yacht Sales | Trawlers For Sale – Veteran Yacht Sales
Printed Yacht Brochure: Professionally prepared, accurate, and up-to-date specification sheets provide comprehensive details about your yacht. Example Brochure (PDF)
Extensive Web Advertising: Your yacht will be listed across all major Multiple Listing Sites, ensuring maximum visibility in the marketplace. Many brokerages do not make the investment in multiple programs like we do. Don’t settle for less.
Strategic Social Media Marketing: Leverage our strong social media presence to significantly increase exposure to potential buyers worldwide.
Targeted E-Blasts: Marketing emails featuring your yacht will be sent to our extensive database of clients and yacht brokers globally.
Professional Photography: High-quality, professionally captured images will showcase your yacht in its best light.
Engaging Video Features: Video content, including 360-degree virtual tours, enhances buyer engagement and drives more traffic to your listing than standard photos alone. We also offer arial drone services for MLS, Website, YouTube and Social media posts and reels.
Selective Print Advertising: While digital marketing is the primary focus, we strategically utilize print advertising in key yachting publications for additional exposure.
Boat Show Representation: Since we attend major regional and international boat shows in Newport and Annapolis your boat will be part of our marketing and may still be promoted through handouts and expert representation.
Personalized Service & Accessibility: Your dedicated yacht broker & advisor ensures easy and timely access for qualified buyers and co-brokers interested in viewing your yacht.
Full-Service Yacht Management: We offer tailored yacht management services to meet all your boating needs, providing a seamless, full-service experience. Ask about how this can work for you.
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This content is restricted to registered clients. If you are an existing client, please log in. New clients may register below.