Financial advisory for owner-managed companies
Sightline is a small firm of former CFOs. We run the finance function part-time, raise the money, and get companies ready to sell — for owners with $2M to $80M in revenue.
Every engagement is led by a partner who has been a CFO. Fixed fees, agreed in writing before we start.
A partner on every engagement
The person you meet on the first call does the work. No juniors learning on your numbers.
Fixed fee, in writing
You get a one-page scope and a price before we start. Changes are quoted before they happen.
NDA before the first call
Send the accounts only after a signed mutual NDA. We never share client names without consent.
Start within ten working days
Most engagements start inside two weeks of the scope being signed.
Services
Each one priced up front, led by a partner, and handed over in your files when we finish.
A partner who has run finance in a company your size, two to twelve days a month. Monthly board pack, cash forecast, bank relationship and pricing decisions — without a $280,000 salary.
From $3,200 / month
Bank facilities, asset-based lending, private credit and minority equity for companies raising $1M to $25M. We build the model and the pack, shortlist the lenders and run the process to signed terms.
From $18,000 + success fee
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.
From $24,000 fixed
Three-statement models, budgets and forecasts built so your own team can run them. Driver-based, tied to the accounts, with scenarios for the decisions you are actually weighing.
From $7,500 per model
Who you will work with
We started Sightline in 2011 after years as finance directors of family-owned manufacturers, distributors and software firms. We know what it is like to explain a bad quarter to the bank, because we have done it.
How it works
Twelve weeks is typical for a project. Retainers follow the same first month, then settle into a monthly rhythm.
We read three years of accounts, the bank statements and your management pack, then sit with you for half a day. You get a written note on what we found.
A one-page plan: what we will fix, in what order, what it costs and what you will have at the end. Nothing starts until you sign it.
The work itself — the model, the data room, the lender pack, the monthly close. A partner on it every week, a written update every Friday.
Your team is trained on everything we built, and it lives in your files, not ours. Retainer clients keep us on for the monthly review.
Valuation estimator
Pick your sector, type last year’s revenue and EBITDA, and see an indicative range with the working shown. It takes a minute and nothing leaves your browser.
Indicative only. Sector multiples are published private-market ranges; a real valuation starts by normalising your earnings.
Indicative enterprise value
$8.1M – $12.6M
4.5× EBITDA Midpoint $10.3M 7.0× EBITDA
What we would do first
An exit-readiness review
Customer concentration and owner dependence are the two items that most often cost a full turn in due diligence — about $1.8M here. We would test for both in the first four weeks.
Indicative only, not advice or a formal valuation. Sector ranges × your reported EBITDA, adjusted for growth and size. A real valuation normalises earnings first.
Ways to engage
Pick the depth you need. Every option is a fixed fee, agreed in writing before we start.
| Compare | Project | Retainer Most clients start here | Interim CFO |
|---|---|---|---|
| Fee | From $7,500 fixed | From $3,200 / month | From $6,500 / month |
| Length | 4–12 weeks | 6-month minimum | 3–12 months |
| Our time | As scoped | 2–3 days a month | 1–3 days a week |
| Best for | One clear job: a model, a lender pack, an exit-readiness review | Owners who want a CFO’s eye on the numbers every month | A company between finance leaders, or growing faster than its finance team |
| Included |
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| Enquire | Ask about a project | Ask about a retainer | Ask about an interim CFO |
Case studies
Clients are anonymised by default. The figures are theirs, checked with them before publishing.
Manufacturing 64 staff, $18M revenue
Days to turn an order into cash
Before
71 days
After
38 days
“I used to find out we were tight when the bank called. Now I know on Monday what the next thirteen weeks look like.”
M.R., owner — precision machining, Ohio
Healthcare services 5 practices, $14M revenue
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
Distribution & wholesale 38 staff, $42M revenue
Committed working-capital facility
Before
$0
After
$9.5M
“They told us what lenders would ask before the lenders asked it. We went from panic to three term sheets in eight weeks.”
J.T. and L.T., owners — food-service distribution, Illinois
Software & SaaS 45 staff, CHF 9M ARR
Forecast error, quarter ahead
Before
±28%
After
±6%
“The board meeting used to be about whether the numbers were right. Now it is about what to do with them.”
S.P., CEO — B2B software, Zurich
Insights
Questions
Tell us where the company is and where you want it to be. A partner will tell you honestly whether we can help, and what it would cost.
Or call +1 (212) 555-0142 — a partner answers.
