The company engaged us to assist with restructuring an existing model and building out additional functionality. The client was in the process of reaching out to prospective investors and needed an improved, investor ready model for presentation and internal reporting
Our first step was to understand the firm’s operating model and determine which components were vital in creating the new model. We then sketched out a schematic to guide our building process
The model was broken into three primary sections which streamlined the process of updating financial information. Final outputs included a DCF, Cap table, the three income statements, and various schedules (working capital, depreciation, headcount, etc.)
The new model provided the client with increased forecasting functionality and control over their financial projections. The client found the model a significant improvement over the original model and is better equipped to approach potential investors
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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