A company working as intermediary for various government driven healthcare initiatives approached Sapling to assist them with setting up a costing model that would help them allocate their direct and overhead costs to appropriate projects for better insight on their project profitability
Sapling conducted a thorough examination of their records, tracing the raw data extracted from the accounting software to the financial statements, thus understanding the flow of information accurately
After several discussions aimed at understanding the nature of every expense category, the recognition method, and the connection to generation of revenues, Sapling Identified and implemented a number of cost allocation methodologies such as number of customers, new customers enrolled, number of contract workers assigned to the program, new initiatives rolled out
Sapling prepared a model that allocates every cost item to more than 50 programs based on the most appropriate method and depending on the underlying allocation metric for the corresponding program. The model gave outputs in the form of detailed outlook of program-wise and additionally state-wise profitability with a break-down of every cost component, for the period and program/ state selected
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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