Boat Review July 2018 Issue

Sailboat Sea Trial

Summer is in the air. Flowers are blooming, birds are chirping and everyone’s fancy turns to boat buying (you were expecting me to something more rational, like love maybe?).

A test sail is a great way to weed out the painted vixens before spending your hard earned cash on a marine survey. Sure, you could ride around with a Mimosa in one hand while the broker regales you with tales of far away, exotic lands, but a smarter move would be to approach your test sail with planning and a critical eye. Here’s how to glean as much info as possible about your potential purchase during a test sail.

test sails
Raise all sails and check the material and stitching for wear.

Test sail vs Sea Trial

A test sail is typically shorter than a formal sea trial, so you may not have time to do all of the tips below. Concentrate on the ones you feel will yield the most information in the amount of time you have. If you’re not 100 percent confident in your ability to do any of them, just leave those for your surveyor to conduct during his sea trial.

At the Dock

1. Ask the owner or broker not to warm up the engine before you get there. You can learn a lot from a cold start, but the most basic observation is how hard the engine is to start—a perfect time for weak batteries and other such problems to rear their ugly head.

2. Check the bilges (bilge water level, presence of oil, etc.) and compare with how they look once you’ve returned to the dock.

3. Check the engine oil and coolant levels, as well as the transmission oil level, before and after the trip, confirming correct fill levels and noting any changes that could indicate leaks.

4. Place a clean drip cloth under the engine and generator before getting underway (which makes oil leaks are more noticeable) and record engine and generator hours before and after your test sail (to verify the hour meters actually work).

Underway Checks

1. Record oil pressure, temperature and voltage output for the engine at various speeds (slow throttle, half, full, and cruising speed).

2. Inspect stuffing boxes, dripless shaft seals, and rudder glands for leaks. It’s not unusual for these to be dry at the dock, but leak while the vessel is underway and making way.

3. Check the shaft for vibration at various speeds. If there’s visible wobble, you can get a rough idea of how bad the problem is by touching the top of the gear box. If you can feel it there as well, the issue needs to be corrected sooner rather than later.

4. Note the engine manufacturer’s maximum recommended RPM and after the engine has warmed up a bit, ask that it be run at full throttle for a short distance. The RPM at wide open throttle should be within 100 or so of the specs (depending on the engine). A maximum RPM higher than recommended could mean the prop is too small, while a slower RPM could indicate a prop that’s too large in pitch, diameter or both.

While running at maximum speed, verify that actual speed matches advertised speed. This is also the time to look for any unusual sights and sounds—burning smells, smoke, vibration, excessive broker sweating, etc.

Boat handling checks

1. Raise all sails and inspect each for condition (repairs, damaged threads, chafe, etc) as well as ease of raising and lowering. Make a couple of tacks to see how the boat handles.

2. Standard maneuvers while under power include a back-down test and figure-eight turns. The back-down test (reducing throttle quickly while shifting from cruising speed to neutral, then to reverse, then increasing power) lets you check the engine mounts for excessive movement. Just be sure to provide sufficient time when shifting between forward and reverse. Worn or misaligned engine mounts cause shaft alignment problems, meaning the mounts themselves may be bad or due for replacement in the near future. Figure-eight turns at cruising speeds are useful to verify maneuverability, handling and that the vessel has an equal turning radius to port and starboard.

As you can see, there are plenty of things you can do to make a test sail productive, but that doesn’t mean you can’t have a good time as well. You can still listen to the raucous tales of the owner or broker — just tell them to hold off on the margaritas until after your work is done.

Capt. Frank Lanier is an accredited marine surveyor with over 30 years of experience in the marine industry. His website is

Comments (6)

This is all well and good for a yacht in the slip. But who pays for commissioning and to splash the yacht for a test sale and sea trial?

Posted by: rav555 | July 9, 2018 5:34 AM    Report this comment

This is all well and good for a yacht in the slip. But who pays for commissioning and to splash the yacht for a test sale and sea trial?

Posted by: rav555 | July 9, 2018 5:34 AM    Report this comment

This is all well and good for a yacht in the slip. But who pays for commissioning and to splash the yacht for a test sale and sea trial?

Posted by: rav555 | July 9, 2018 5:34 AM    Report this comment

You have the process backwards.

No owner should agree to a test sail until he has a down payment and the buyer has committed to a sea trial***

"Buyers" love to take afternoon sails with no commitment.

*** A proper offering is written that the deposit is refunded only upon an unacceptable survey and/or sea trial. The "buyer" must have skin in the game. Otherwise you'll spend weekends taking strangers and their family and/or friends and/or fiances for rides.

Ken k
Broker and owner

Posted by: KMan | July 8, 2018 1:57 PM    Report this comment

Well, said Frank! Excellent points. - John J.

Posted by: Lakota44 | July 8, 2018 10:02 AM    Report this comment

This is a good, quick pre-survey process to weed out vessels that have significant problems that may affect the price offered for a boat. A candid seller should be willing to provide this testing process for a potential buyer. However, in fairness to the seller, he has a fair expectation to determine that the potential buyer is, indeed, a serious buyer, and not a wanna-be engaging in a buying process that he will never complete regardless of he condition of the boat. The buyer should be willing to put a deposit in escrow with the broker, subject to refund at the buyer's sole discretion within specific time parameters, before expecting the seller to do this.

Posted by: Vamoose | July 8, 2018 9:40 AM    Report this comment

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