Seller's discretionary earnings is commonly used to discuss owner-operated businesses. A simplified starting formula is net income plus one owner's compensation and benefits, interest, taxes, depreciation and amortization, plus genuinely discretionary or non-recurring expenses. But the label does not make an add-back real.

Our rule: every add-back needs four things: a general-ledger account, supporting documents, a reason it will not recur and a clear explanation of who performs the associated work after closing.

What SDE is trying to show

SDE approximates the pre-tax financial benefit available to one working owner before acquisition debt. It is not free cash flow, salary, EBITDA, a tax measure or cash available after debt service. It also does not account automatically for working capital, maintenance capital expenditures or the cost of replacing the owner.

It is best treated as a search and comparison convention, not a verified result. A Canadian buyer still needs a transaction accountant and valuator to reconcile the company records, test every adjustment and account for the intended ownership structure.

A line-by-line normalization

Illustrative Ontario service company:

Reported net income$118,000
Owner salary+$105,000
Owner health/vehicle benefits+$16,000
Interest+$14,000
Income taxes+$20,000
Depreciation/amortization+$18,000
Documented one-time legal matter+$9,000
Seller-proposed “growth hire” add-back+$42,000
Seller-proposed personal travel+$11,500
Buyer-normalized SDE before disputes$310,500

The $42,000 “growth hire” is rejected if that employee performs ongoing work the buyer needs. The $11,500 travel add-back is accepted only to the extent invoices and purpose prove it was personal and it was properly recorded. If $3,000 remains unsubstantiated, accept $8,500.

Defensible normalized SDE = $310,500 - $42,000 - $3,000 = $265,500

Classify add-backs instead of arguing in one pile

Usually defensible with evidence

Frequently disputed

Usually rejected

Normalize for the buyer's intended role

Defensible SDE$265,500
Replacement general manager, loaded($110,000)
Maintenance capex reserve($18,000)
Operator-adjusted earnings before debt$137,500

A 3× price based on SDE is $796,500. But an absentee buyer is not buying $265,500 of passive cash flow. They are buying $137,500 before acquisition debt in this scenario.

How to verify the recast

BDC notes that valuation is not exact and may use earnings, market or asset approaches. A multiple applied to an unverified recast is not a valuation.

Build the recast and pressure-test debt

Change add-backs, replacement salary, operating reserves and financing assumptions in the free Biz Calculator.

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Sources and methodology

  1. BDC: Due diligence and valuation before buying a business.
  2. BDC: How to conduct acquisition due diligence.
  3. Walker Deibel, Buy Then Build - pages 31, 82-84 and 163; Codie Sanchez, Main Street Millionaire - pages 61 and 96-101. The books are conceptual sources, not Canadian accounting or tax authority.

Bring the recast, not just the listing.

We can help turn seller-presented earnings into a transparent set of assumptions to take to your accountant, lender and lawyer.

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Educational information only. SDE is not defined by Canadian tax law and transaction treatment varies. Engage qualified Canadian accounting, valuation, tax, legal and lending professionals.