Sapling was approached by a buy-out firm. The company was looking for a streamlined quality of earnings/due diligence report to assist in assessing the business opportunity
We prepared a streamlined quality of earnings report and data book to assist purchaser with determining the sustainable EBITDA on which to base the purchase price
We incorporated and vetted both seller, and acquirer EBITDA adjustments, in additional to adjustments proposed as part of the due diligence process
We led discussions with management to investigate variances, clarify EBITDA adjustments and determine necessary go-forward labour costs
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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