What We Do
What We Do
We’ve made it our mission to provide bespoke financial modelling, FP&A, due diligence, and data analytics services that are tailored to your business.
Due Diligence
Quality of Earnings
Data Analytics
Field Exams
Commercial Due Diligence
Financial Planning & Analysis
Financial Model Build
Operating Tool Enhancement
Excel-Reporting Pack
Investor Relations
Valuations
Finance Process Improvement
Data Analytics & Digital Transformation
Business Intelligence Dashboarding
Automation
Performance Optimization
IT Optimization
Outsourced Modelling & FP&A
Interim FP&A
Outsourced PE Associate
BI Dashboard Demo
Who We Are
Who We Are
Sapling Financial: Your Canadian partner in management consulting since 2015. From Toronto roots, we now guide businesses across North America. Meet our dedicated team committed to your success.
Who We Are
Who We Are
Our Team
Associations
Who It’s For
Who It’s For
Our expertise spans servicing a broad range of clients: from Private Equity firms and CFOs pursuing financial excellence, to Entrepreneurs, Business Owners, and CEOs seeking informed growth, as well as Electricity Developers and Restructuring & Insolvency professionals. We create tailored solutions for all our clients, reflecting our unwavering commitment.
Who It’s For
Private Equity
CFOs
Entrepreneurs / Business Owners / CEOs
Electricity Developers
Restructuring & Insolvency
Clients
Resources
Resources
Explore our Resources for a wealth of insights to help you increase your knowledge and stay ahead the curve.
Resources
Blog Posts
Events
White Papers
Case Studies
Press Releases
Tools
Careers
Contact

Due Diligence

How to Proceed with Caution? The Value of the QoE during Tariffs Turbulence
April 21, 2025
Sapling Financial Consultants was delighted to facilitate an interactive webinar on April 1 to discuss the latest challenges posed by tariffs and how a Quality of Earnings (QoE) report can help during these turbulent times. Our Senior Engagement Manager, Kevin Zhao, shared valuable insights...
Read More
Webinar: How to Proceed with Caution: The Value of the QoE during Tariffs Turbulence
March 18, 2025
April 1, 2025
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...
Read More
Webinar Summaries: The Importance of Due Diligence for Sell-side and Buy-side
October 25, 2024
In early October, Sapling presented a two-part webinar series on Financial Due Diligence in Uncertain Market Conditions. Here are the summaries: Trend in the M&A Environment With the market rebounding, global M&A deal values for the first half of 2024 have increased compared to...
Read More