Sapling was approached by a start-up which specialized in offering training services for advanced laboratory, science and medical equipment. The company was looking to develop a model that could be used to capture the business operations, as well as be used for presentation purposes for obtaining new grants or other funding
We built a comprehensive operating model with inputs specified on a quarterly basis, capturing all of the individual business lines of the company, including individual and corporate level pricing models, and different training methods
The model includes a detailed wages and salaries section, with inputs having the ability to specify staff on an individual level, or on a grouped “phase” level for flexibility
The model includes comprehensive outputs including full financial statements on a quarterly and annual basis, key shareholder metrics, financial ratios, cash burn breakdowns, gross margins breakdowns, headcount, and more
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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