Sightline Capital

Exit & sale preparation

Get the company ready to sell 12 to 24 months before you talk to buyers. Normalised EBITDA, a vendor data room, fixes for the issues due diligence would find, and a defended valuation range.

A hand holding a marker over a printed table of figures, a calculator beside it on a wooden desk

Who this is for

  • Owners planning to sell or retire within two to three years
  • Companies that have received an unsolicited offer and want to know if it is fair
  • Family businesses handing over to management or the next generation

How the work runs

  1. Review

    We test the numbers the way a buyer's accountants would, and write down what they would find.

  2. Fix

    The plan to close the gaps — contracts, reporting, key-person risk — ordered by what it is worth.

  3. Ready

    A data room, a defended valuation range and a team that has rehearsed the questions.

Buyers pay for earnings they believe will continue without you. Most owner-managed companies are worth less than they could be for reasons that are fixable, given time: accounts that mix personal and business costs, one customer at 30% of sales, contracts that were never signed, or a business that runs because the owner answers every call.

What the review finds

Our first four weeks look at the company the way a buyer’s due-diligence team would. We normalise EBITDA — every owner salary adjustment, one-off cost and related-party rent written down with evidence — and compare it to what the company is reporting. Then we list what a buyer would use to cut the price, and what each item is likely to cost you.

Timing

Start eighteen to twenty-four months before you want to sell. That is enough time to fix the problems and show a buyer a full year of the improved numbers. With less time we still do the review, but the plan focuses on disclosure rather than repair.

A printed statement of expenses on a dark wooden desk with a blue and an orange marker

A recent engagement like this one

A hand writing on a printed pie chart with an orange pencil, other chart pages spread across the desk

Healthcare services 5 practices, $14M revenue

A five-practice dental group sold at 6.8× instead of 5.1×

Price as a multiple of EBITDA, first offer vs. completion

Before

5.1×

After

6.8×

“The first offer looked generous until Sightline showed us what the buyer had left out. We would have signed it.”

Dr. A.K., founder — dental group, New Jersey

Talk to the partner who ran it.

We will walk you through what we did, what it cost and how long it took — with the client’s details left out.

Book a first call

Or call +1 (212) 555-0142

A fixed quote within three working days

One call, then a one-page scope and price in writing. No obligation, and an NDA before you send us anything.

Or call +1 (212) 555-0142 — a partner answers.