What I’m seeing in the market

Notes on valuations, buyer behavior, and sell-side patterns across online business deals.

Free Tool

SaaS Valuation Calculator (SDE Multiple)

For founder-led SaaS where buyers price owner cash flow.

$

Annual recurring revenue

$

Before add-backs

$

Owner comp add-back

$

Non-recurring add-backs

Typical range: 1-5%

YoY revenue growth

Revenue from top 10

Transition risk

Churn Rate Sensitivity

Churn impact

Method: SDE multiple adjusted for churn, growth, concentration, and owner dependency. Current range: 2.5-8x.

How to Use It

  1. Enter cash flow. Revenue, EBITDA, owner comp, and add-backs.
  2. Add SaaS metrics. Churn, growth, concentration, owner dependency.
  3. Read the output. SDE, multiple, valuation range, and buyer type.

What Is SDE and How It's Calculated for SaaS

SDE is the cash flow available to one owner-operator. For SaaS, start with:

  • Net income from the P&L
  • + Owner's salary and benefits (the largest add-back for most founder-led SaaS)
  • + Personal expenses run through the business (travel, meals, home office, phone, etc.)
  • + One-time or non-recurring costs (legal fees for a specific matter, one-time development projects, conference sponsorships)
  • + Interest, depreciation, and amortization

That SDE is multiplied by the applicable private-market multiple.

SDE vs. EBITDA: When to Use Which

SDE includes owner compensation. EBITDA does not. That changes the buyer pool.

Factor SDE EBITDA
Owner comp included? Yes No
Typical buyer Individual, search fund PE firm, strategic acquirer
Business size Under $3-5M ARR $3M+ ARR
Team structure Owner-dependent Professional management
Typical multiples 2.5-5x 4.5-8x+

The purchase price can be similar under either method, but buyer type and deal structure are different.

How to Reduce Owner Dependency Before Selling

Owner dependency is often the easiest discount to fix. Highest-impact moves:

  • Delegate support. Remove founder-as-helpdesk.
  • Document processes. Onboarding, billing, releases, support.
  • Add dev coverage. Even part-time help lowers technical risk.
  • Automate recurring work. Billing, reporting, onboarding, infrastructure.
  • Track founder hours. Buyers will ask.

Start 6-12 months before market so the change is visible in diligence.

SaaS SDE Valuation FAQ

What is SDE (Seller's Discretionary Earnings)? +

SDE is owner cash flow: net profit plus owner salary, benefits, and valid add-backs.

What is the difference between SDE and EBITDA for SaaS? +

Use SDE for owner-operated SaaS. Use EBITDA when a management team stays post-close.

What SDE multiple do SaaS businesses sell for? +

Most sell around 3x-5x SDE. Exceptional cases can reach 5x-8x. Churn, growth, and owner dependency drive the spread.

How does owner dependency affect SaaS valuation? +

If the owner handles dev, support, and sales, buyers discount for transition risk. Lower founder hours usually means a better multiple.

What churn rate is acceptable for selling a SaaS business? +

Below 3% monthly is acceptable; below 2% is strong. Above 5% usually compresses the multiple.

When should I use SDE vs. ARR multiple for my SaaS? +

Use SDE for founder-led, owner-dependent SaaS. Use ARR multiples for $2M+ ARR with a real team. In between, check both.