Operating mission
Define where and how the yacht will be used, guest profile, geography, timelines and privacy requirements.
A documented pathway from brief to handover.
A phased decision framework for yacht acquisition, sale, build, refit and ownership. The actual mandate and specialists are agreed case by case.
Prepare a private brief Back to Yacht homeDefine the mandate before searching.
Agree the owner objective, advisory role, fee scope and the points at which an authorized broker or other professional must act.
Capital and running costs
Record purchase budget, financing scenarios, crew, berthing, maintenance and refit exposure.
Conflicts and representation
Identify client representation, mandates, referrals and potential commissions in writing. No unverified inventory or implied mandates.
Eight gates between interest and ownership.
Each gate produces a defined decision or evidence package. Technical, valuation, brokerage, legal, lending and escrow services remain with appropriately qualified parties where required.
Purpose & scope
Record cruising needs, size, timing, price envelope, conflicts and the precise Avelora advisory mandate.
Candidate universe
Screen authorized listings and off-market introductions only where legitimately available; record data dates and sources.
Value & ownership
Compare vessel fit, asking prices, condition assumptions, budget scenarios and indicative valuation ranges.
Survey plan
Engage the required independent broker, marine surveyor, engineer, naval architect, lawyer and insurance adviser.
Conditional terms
Establish authorization, documented terms, survey contingencies and jurisdiction-appropriate contract support.
Verify the vessel
Review physical surveys, sea trials, class/flag, title, liens, refits, machinery and supporting records.
Independent settlement
Coordinate with lawful closing and escrow professionals; Avelora does not hold purchase money.
Owner handover
Document insurance, management-provider arrangements, operating budget and future maintenance/resale checkpoints.
No closing without conditions and checks.
The checklist is adapted to vessel size, flag, jurisdiction and transaction. It does not substitute for professional advice.
Comparable-vessel dossier
Record source, as-of date, vessel attributes, asking versus closed prices, condition and limits to the evidence.
Independent survey and sea trial
Engage suitable marine surveyors, engineers or naval architects for hull, machinery, systems and specified sea trials.
Title, flag and agreement
Independent counsel confirms lawful transaction structure, title, lien clearance, registration, sanctions and contract protections.
Escrow and handover
Approved brokers, lawyers or escrow agents manage purchase money and settlement. Confirm insurance and operational readiness.
What a scoped engagement can produce.
Outputs are planned tools and templates, not evidence of completed transactions or active subscriptions.
Owner decision brief
Objectives, hard constraints, decision dates, named responsibilities and information gaps.
Vessel comparison matrix
Side-by-side operational fit, dated research evidence and explicit unknowns.
Risk and valuation brief
Indicative market context separately identified from specialist condition reports or formal appraisals.
Action register
Survey findings, third-party tasks, closing prerequisites and agreed next steps.