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Sailing yacht underway in blue Caribbean water

Co-owner allocation preview

Wind Dancer

St. Thomas, USVI · Sailing Yacht · 56ft · 2020

Buyer qualification process

Yacht purchases on HELM follow a structured qualification path. This is not an e-commerce checkout. Every buyer is verified, every seller is protected, and every transaction is broker-managed.

01Your next step

Buyer profile & intent

HELM captures your identity, use case, timeline, and purchase structure before any listing data is shared beyond the public page.

02Your next step

Source of funds verification

Proof of funds, pre-approval letter, or entity documentation. HELM does not route unqualified buyers to sellers or brokers.

03After qualification

Broker assignment & NDA

A qualified HELM broker is assigned to your file. Confidential seller data, service records, and financials are shared under NDA.

04After qualification

Sea trial & survey coordination

HELM coordinates haul-out, surveyor selection, sea trial logistics, and engine diagnostics — tracked in your deal room.

05After qualification

Offer, counter-offer & escrow

Negotiation happens inside the HELM deal room. Escrow is opened only after both parties sign the purchase agreement.

06After qualification

Closing & title transfer

Documentation agent handles title, USCG filing, registration, insurance assignment, and final fund release.

Valuation

Built from charter-income signal and comps

USVI sailing demand supports shoulder-season income and flexible co-owner owner weeks.

Valuation frame

$630,000

Comparable set

52-62ft sailing yacht comps with similar captain-ready charter income

Guest layout

6 guests

Co-ownership

Buy the boat or structure shared use

Share model

1/4 shares

Share price

$158,000

Monthly carry per share

$1,075

Reserve contribution

$2,500

Calendar: shared-use calendar with equal advance holds and peak-weekend rotation

Entity path: member-managed LLC with buy-sell terms

Operating split: mooring, insurance, detailing, maintenance reserve, and admin split 4 ways, with charter proceeds routed back to the ownership group.