A government agency hired Sapling to provide an independent, third-party review and due diligence of loan applications above $1M submitted by small and medium-sized businesses
We developed a set of processes, a deck and financial model templates designed to assess the materials submitted by the applicants to determine whether the proposed financing is tenable
Our model template forecasts out 20 years and allows stress testing based on changes in growth rates and margins
For each loan application, we provide a clear recommendation, as well as required conditions (e.g., security, monitoring, leverage ratios, etc.)
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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