Blog Posts

During recent years, lower interest rates during COVID have stimulated the buyout industry, leading to an increase in private capital investment. Investment analyses are typically conducted by private equity associates. On a typical day, a PE associate may review confidential information memorandums (CIMs) and...

A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.

A credible and defensible valuation to support a minority equity buyout in a wind farm operation, requiring enhancement of the forecast model and preparation of a DCF-based valuation report.

An assessment of software and resource usage to uncover inefficiencies and identify cost-saving opportunities.

An ERP migration becomes necessary for a business to maintain operational efficiency when its current ERP system is unable to support its expansion, reporting requirements, or increasingly complex business. Migrating to modern ERP systems, such as Oracle Cloud ERP, NetSuite, or Microsoft Dynamics, requires...

In today’s hyper-competitive business environment, data-driven decision making is no longer optional. Organizations generate and consume massive volumes of data every day, and the ability to transform that data into actionable insights can make the difference between staying ahead or falling behind. This is where...

U.S. activity slows as Canada’s M&A market strengthens Atlanta, GA and Toronto, ON, October 21, 2025 — Sapling Financial Consultants released its October 2025 Green Shoots M&A Index for the U.S and Canada, offering a forward-looking view of North American M&A trends. The latest...

Deferred revenue is a key consideration for companies operating through business models grounded in recurring revenues. Depending on contract terms, payments may be collected periodically or in lump sums. For companies that recognize annual renewals as revenue at the time of collection, deferred revenue...

The COVID-19 pandemic changed how businesses operate. Most companies shifted from full-time in-office to a hybrid work model, with some companies even adopting a fully remote work model. This “new normal” working environment has been maturing over the past few years, and it is...

Optimizing costs is essential for a company's financial stability and overall success. With the rapid advancement of technology, businesses now rely on a wide range of IT services to meet the needs of both customers and employees. These services include, but are not limited...