A high-end life insurance-focused wealth management firm has been working with Sapling for over 2 years on modelling to assist with selling policies to ultra-high-net-worth individuals and not-for-profit organization
Our work involves modelling life insurance policies to show users the benefits of participating in insurance for both corporate and personal investments. Modelling involves the complexities of tax, including RDTOH, CDA, etc.
One of our regular deliverables leverages a previously developed personal finance model with thousands of rows implementing RRSPs, TFSAs, corporations (including SBD, GRIP, etc.), detailed T1/T2 calculations, etc.
Our work in terms of both modelling and sales meetings has added significant credibility to our client, who has closed numerous large cases with our support
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...
We truly value the trust you’re placing in us by making this introduction. We’ll make sure to take great care of them and will reach out shortly to get the conversation started. We really appreciate the support.
