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Seller's discretionary earnings (SDE)

Seller's discretionary earnings is the yearly financial benefit a business gives one full-time working owner, before financing costs, non-cash charges and one-off spending.

Also called SDE, seller's discretionary earnings

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Definition

Seller's discretionary earnings (SDE) is the total financial benefit that one full-time working owner takes from a business in a year. It starts with net profit before tax, then adds back that owner's salary and benefits, interest, depreciation and amortisation, and any one-off or discretionary costs a new owner would not carry. It is the usual earnings measure for smaller, owner-run businesses, and many listings at that size quote it.

Net profit before tax

Net profit before tax is what a business earns after all its costs, including interest and depreciation, but before tax on its profits. It is the starting point for SDE and EBITDA.

Depreciation and amortisation

Depreciation and amortisation spread the cost of long-lived assets over the years they are used. They reduce profit without any cash leaving the business in that year.

Worked example

Brightwater Cleaning Co. is a fictional US business. Its accounts show net profit before tax of $120,000. The owner draws a salary and benefits of $70,000, the business paid $10,000 of interest on a van loan and charged $15,000 of depreciation, and last year it spent $5,000 on a one-off office move, with invoices to prove it.

SDE = $120,000 + $70,000 + $10,000 + $15,000 + $5,000 = $220,000.

A second owner also works in the business full time. That owner's pay stays in costs, because only one working owner's pay is added back.

Why buyers care

SDE shows what the business might pay you before you fund the purchase, but it assumes you will do the owner's job yourself. If you plan to hire a manager instead, their salary comes out of SDE. That is the idea behind adjusted EBITDA, the measure larger deals are usually priced on.

Every add-back raises SDE, and a multiple applied to SDE turns each extra dollar into several dollars of asking price. Ask for evidence behind each adjustment before you rely on the figure. Loupe's valuation tool builds SDE in the same way and sets out each step under "Show the maths", so you can see which numbers carry the result.

Adjusted EBITDA

Adjusted EBITDA is EBITDA after normalising adjustments, showing what a business would earn with a paid manager in the owner's seat. Larger small-business deals are usually priced on it.

Add-backs

Add-backs are costs added back to reported profit to show what a business would earn under a new owner. They raise SDE and adjusted EBITDA, so each one needs evidence.

  • Adjusted EBITDA

    Adjusted EBITDA is EBITDA after normalising adjustments, showing what a business would earn with a paid manager in the owner's seat. Larger small-business deals are usually priced on it.

  • EBITDA

    EBITDA is earnings before interest, tax, depreciation and amortisation. It helps compare operating profit across businesses, but it is not the same as cash.

  • Add-backs

    Add-backs are costs added back to reported profit to show what a business would earn under a new owner. They raise SDE and adjusted EBITDA, so each one needs evidence.

  • Net profit before tax

    Net profit before tax is what a business earns after all its costs, including interest and depreciation, but before tax on its profits. It is the starting point for SDE and EBITDA.

  • Trailing twelve months (TTM)

    Trailing twelve months means the most recent 12 consecutive months of figures, whatever the financial year. It gives a more current view than the last set of annual accounts.

  • Valuation multiple

    A valuation multiple expresses a price as a number of times a financial measure, such as SDE, adjusted EBITDA or ARR. It only means something once you know what it is applied to.

  • Normalised earnings

    Normalised earnings are profits restated to show what a business would earn in a typical year under a new owner, after removing one-off items and correcting costs that are not at market rates.

  • SDE and EBITDA explained with worked examples

    SDE and adjusted EBITDA both restate a business's profit for a buyer, but they answer different questions. This guide builds each one up line by line for two fictional businesses and shows which to use.

    9 minutes to read
  • Add-backs: which hold up and which do not

    Add-backs turn the profit in the accounts into the earnings on a listing, and each one is paid for several times over in the price. This guide shows how to test them and which usually survive.

    9 minutes to read
  • How small businesses are valued

    Most small businesses are valued as a multiple of their earnings. This guide explains how the earnings basis is chosen, why size and quality move the multiple, and why an asking price is not a sale price.

    11 minutes to read
  • How to read a business-for-sale listing

    A listing is a sales document written to win enquiries. This guide shows how to read its numbers, its wording and its gaps, and how to turn them into questions before you sign an NDA.

    10 minutes to read
  • Large or undocumented add-backs

    Add-backs raise the earnings a price is based on. When they are large, vague or unsupported, much of the asking price rests on claims rather than records.

    Severity: price it inFinancials
  • Family or related staff paid off-market rates

    Relatives who work for little or nothing make profit look higher than it will be under a new owner, and pay for relatives who do little work is often presented as an add-back. Restate their pay at market rates before you apply a multiple.

    Severity: price it inOperations and people
  • Margins far above industry norms

    Profit margins well above similar businesses can reflect a real advantage, but more often costs are missing, have been moved elsewhere or have not been paid yet.

    Severity: price it inFinancials
  • See a low, likely and high value from the figures you have, and whether the asking price holds up.

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