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Owner's guide

Guide to passing your yacht survey

Whether you're selling and want a clean pre-purchase, or renewing insurance and need a smooth C&V, preparation is everything. Here's how to give your vessel the best shot at a clean report.

A surveyor can only report what they find — so the goal is to present a vessel where the good condition is obvious and nothing is hidden or inaccessible. Most survey "failures" aren't catastrophic defects; they're small, fixable issues that signal neglect. Here's how to avoid that impression.

1. Make everything accessible

The single most common cause of a poor survey is the surveyor being unable to see what they need to see. Clear out personal gear, unlock every lazarette and machinery space, remove cockpit and sole hatches if they're stiff, and make sure the bilge is reachable. If we can't inspect it, we have to flag it as a limitation.

2. Clean the boat — properly

A clean boat reads as a cared-for boat. Wash down the hull, scrub the waterline, clean the bilges (a dirty bilge hides leaks and suggests skipped maintenance), and tidy the engine room. You're not fooling anyone with a deep clean — but you're showing the vessel has been looked after.

3. Get every system working

Before survey day, run through every system yourself. Every through-hull should open and close. Every seacock should move. Every pump should pump. Lights, gauges, sanitation, refrigeration, air conditioning, electronics — power it all up. Fix the cheap failures now, or they become line items in the report.

4. Engines and machinery

Make sure engines start readily and reach operating temperature without alarms. Check fluid levels, look for weeps and leaks, and replace tired belts and hoses if they're due. If you have service records, lay them out — documented maintenance is one of the strongest signals a surveyor (and a buyer) can see.

Don't hide defects

Never try to conceal a known problem — a weeping seal, a soft deck spot, a non-working generator. Surveyors find them anyway, and concealment destroys trust fast. Disclose honestly; it nearly always lands better.

5. Safety equipment

Check expiry dates on flares and fire extinguishers, confirm lifejacket count and condition, test bilge alarms and high-water alarms, and verify the date on your EPIRB. Expired or missing safety gear is a guaranteed finding — and an easy one to fix in advance.

6. Documentation

Gather your paperwork: registration or documentation, proof of any recent refit work, equipment manuals, engine hour logs, and service invoices. A vessel with a paper trail surveys better and sells better.

7. The day before

Charge the batteries fully. Make sure there's fuel for the sea trial. Confirm the haul-out is booked and the lift can handle your vessel. Have a captain or someone capable aboard for the sea trial if you can't run her yourself. And be on time — yard and travelift time is expensive and often inflexible.

8. Be present — but give us space

We welcome owners and buyers attending the survey; questions are encouraged during breaks. But during the inspection itself, the most helpful thing you can do is let us work without hovering. We'll give you a full verbal debrief before we leave.

Quick checklist

The night-before list

Batteries fully charged

So every system powers up on demand.

Compartments unlocked

Every hatch, lazarette, and machinery space open.

Bilges clean & dry

No standing water, no oil sheen, no hidden leaks.

Service records ready

Logs, manuals, and recent invoices laid out.

Safety gear in date

Flares, extinguishers, EPIRB, lifejackets checked.

Haul-out confirmed

Yard booked, lift capacity verified, tide checked.

Well-prepared yacht at anchor
Survey coming up?

We'll send you a tailored prep checklist with your quote.

Quick call(949) 229-1733