Events

Event Description: Join us for an engaging webinar hosted by Sapling Financial Consultants’ Tyler Grube, Consultant, as we uncover activity-based costing (“ABC”) models not only as a more accurate approach of calculating costs, but also as a very useful playbook for management action to...

Event Description: Join us for an engaging webinar hosted by one of Sapling Financial Consultants’ Senior Engagement Managers, Kevin Zhao, CPA, CFA, where we will discuss the details of a Quality of Earnings (QoE) report and the important role it plays in today’s deal...

Event Description: Economic uncertainty and shifting trade policies have made it more challenging to navigate small business acquisitions. In such a volatile market, a deeper level of due diligence is essential to assess risks, uncover opportunities, and structure deals effectively. Join Village Wellth for an...

Event Description: Sapling Financial Consultants is excited to sponsor the Texas ACG Capital Connection 2025, an event that aligns perfectly with our mission to empower businesses with financial insights and strategic advantage. This sponsorship reflects our commitment to fostering valuable connections within the financial community...

Event Description: Sapling Financial Consultants was proud to sponsor M&A SOUTH, the premier networking event for corporate growth and Middle Market deal-making. This event offered a unique opportunity for intermediaries, corporate development officers, accountants, lawyers, senior lenders, and other deal-makers to connect with top private...

Event Description: Sapling Financial Consultants attended the ACG Northeast Dealmaking at the Mountain, hosted by ACG Boston, ACG Connecticut, ACG New Jersey, ACG New York, ACG Philadelphia, and ACG Toronto. Held at the stunning Stowe Mountain Resort from January 26-28, 2025, this iconic annual event...

Event Description: Sapling Financial Consultants were proud to sponsor the 2024 Florida ACG Capital Connection, a premier event for middle-market deal-making in Florida and the Southeast. This year’s conference saw record-breaking attendance, with over 900 representatives from private equity firms, commercial and investment banks, growth-oriented...

Canada’s largest and most prominent debt and equity marketplace will host mid-market company executives, business owners, intermediaries, and service providers along with influential executives from Canadian and U.S. private equity firms, banks, and specialty financial institutions. November 11-12, 2024 Explore more details -...

Event Description: In today’s ever-changing economic landscape, companies face immense pressure to optimize their workforce, streamline processes, and adopt digital solutions. However, the real challenge lies in measuring the success of these initiatives. How can you effectively assess their impact? How do you identify areas...

Event Description As deal volumes rise in 2024, market uncertainties and a reduced pool of desirable assets are prompting both buyers and sellers to dig deeper during the due diligence process. To help businesses navigate this landscape, Sapling Financial Consultants presents a two-part webinar series...

The future of finance is at the AFP Annual Conference 2024 in Nashville - Oct 20-23. Explore more details - https://conference.afponline.org/ Sapling delivers best-in-class financial consulting services so you can make better decisions for your business. ...

Event Description: Sapling was excited to participate in the 2024 ACG Great Lakes Capital Connection (GLCC) conference, held in Cleveland from September 4 to 5. As a proud sponsor of this vibrant event, we reaffirmed our dedication to supporting the M&A community. With 1,000 influential...