FP&A

Event Description: Sapling Financial Consultants, in collaboration with the M&A Club, will host a practical webinar exploring how transaction multiples are influenced by both internal company factors and external market conditions—and how businesses can position themselves to maximize value. Join Dave O'Brien and Stefan...

Sapling Financials Consultants was pleased to lead an engaging webinar focused on the value provided by activity-based costing and its application in environments characterized by uncertain costs. Our Consultant, Tyler Grube, shared valuable insights into how managers can use Activity-Based Costing (“ABC”) models to...

Revenue projections can make or break business decisions, yet many companies still rely on static models that struggle to keep up with shifting market conditions. Businesses need accurate and adaptable tools to predict their revenue and manage costs effectively. A dynamic revenue forecasting model...

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...

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,...

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,...

Financial Planning & Analysis (“FP&A”) is a critical function within a company's finance department, focusing on budgeting, forecasting, and financial performance analysis. The primary objective of FP&A is to provide senior management with detailed forecasts of the company's profit and loss and operating performance...

The condo market in Toronto and North America post-pandemic has been volatile. Overall, a significant increase in the cost of living across North America has been observed, with rental prices being a major contributor. According to the national rent report from Rentals.ca and Urbanation...

A leveraged buyout (LBO) is a common financing strategy employed by private equity (PE) firms for acquiring companies. An LBO involves acquiring another company using a significant amount of borrowed funds to fund the cost of the acquisition, using the assets of the target...

An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.