What to Know Before the Survey

A buyer normally needs a pre-purchase survey. An owner satisfying an insurer normally needs a condition and valuation or insurance survey. Tell us who needs the report and why, and we will recommend the appropriate scope.

A haul-out is normally recommended for a pre-purchase survey because it permits examination of the underwater hull, appendages, running gear and through-hull fittings. Insurance requirements vary by carrier and vessel.

A sea trial is recommended for most pre-purchase assignments and is included when stated in the agreed scope. It provides an opportunity to observe machinery and systems under operating conditions, but it does not replace specialist engine diagnostics.

Inspection time depends upon vessel size, construction, equipment, access and assignment scope. A typical recreational boat often requires much of a working day when haul-out and sea trial are included.

Report timing is confirmed with the assignment. The objective is to deliver a thorough, organized report promptly without sacrificing accuracy.

Material findings can be discussed in relation to likely repair scope. Firm pricing should normally be obtained from qualified contractors after they inspect the vessel and confirm access, materials and labor requirements.

The survey includes accessible visual and operational observations within the agreed scope. Internal mechanical condition, compression, electronic diagnostics and oil analysis require appropriate specialist testing.

They can assist with access, haul-out and sea trial logistics, but the surveyor is retained by and reports to the client. You should receive and approve the scope directly.