Rachel Fung

Event Description: Join us for an engaging webinar hosted by Sapling Financial Consultants’ Tyler Grube, Consultant, as we uncover activity-based costing (“ABC”) models not only as a more accurate approach of calculating costs, but also as a very useful playbook for management action to...

Sapling Financial Consultants was delighted to facilitate an interactive webinar with members of FEI Canada’s, Toronto Chapter to discuss the latest challenges posed by tariffs. Our Senior Engagement Manager, Dave O’Brien, CPA MFin, shared valuable insights on financial stress-testing as a tool for understanding...

Event Description: Join us for an engaging webinar hosted by one of Sapling Financial Consultants’ Senior Engagement Managers, Kevin Zhao, CPA, CFA, where we will discuss the details of a Quality of Earnings (QoE) report and the important role it plays in today’s deal...

For businesses that generate revenue from long-term contracts, accurate revenue recognition is crucial for producing reliable financial statements. This is particularly important in industries like software and construction, where contracts can last several months or even years. The timing of revenue recognition is vital,...

Event Description: Economic uncertainty and shifting trade policies have made it more challenging to navigate small business acquisitions. In such a volatile market, a deeper level of due diligence is essential to assess risks, uncover opportunities, and structure deals effectively. Join Village Wellth for an...

Capital budgeting is the process of evaluating and selecting large and long-term investments that demand significant capital, including but not limited to the purchase of a new facility, fixed assets, machinery or equipment. While large enterprises often have the resources to conduct detailed analyses,...

Event Description: Sapling Financial Consultants is excited to sponsor the Texas ACG Capital Connection 2025, an event that aligns perfectly with our mission to empower businesses with financial insights and strategic advantage. This sponsorship reflects our commitment to fostering valuable connections within the financial community...

Toronto, ON, February 10, 2025 — Sapling Financial Consultants Inc., a boutique financial consulting firm specializing in serving mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, announces the appointment of Kevin Zhao as senior engagement manager, Greg Lloyd as an advisor...

Event Description: Sapling Financial Consultants was proud to sponsor M&A SOUTH, the premier networking event for corporate growth and Middle Market deal-making. This event offered a unique opportunity for intermediaries, corporate development officers, accountants, lawyers, senior lenders, and other deal-makers to connect with top private...

Event Description: Sapling Financial Consultants attended the ACG Northeast Dealmaking at the Mountain, hosted by ACG Boston, ACG Connecticut, ACG New Jersey, ACG New York, ACG Philadelphia, and ACG Toronto. Held at the stunning Stowe Mountain Resort from January 26-28, 2025, this iconic annual event...