Toronto, ON, November 21, 2024 — Sapling Financial Consultants is pleased to announce it is expanding its Toronto headquarters at 100 Sheppard Avenue East amidst steady year-over-year growth and ranking on the Report on Business list of Canada's Top Growing Companies. The company has...

Toronto, ON, October 09, 2024 — Sapling Financial Consultants, a boutique financial consulting firm dedicated to serving lower mid-market private equity firms, their portfolio companies, boutique investment banks and entrepreneurs, is proud to announce it has received approval to offer a Pre-Approved CPA Training Program...

Toronto, ON, September 27, 2024 — Sapling Financial Consultants, the boutique financial consulting firm filling a market gap with lower mid-market private equity firms and their portfolio companies, as well as boutique investment banks and entrepreneurs, announced today it has been named one of...

We're delighted to share some thrilling updates with you! Sapling Financial Consultants Inc. has been honored with the CanadianSME Small Business Awards 2023 for Best Professional Services. On June 7th, 2024, our Co-Founder & CEO, Rob, together with Co-Founder & Partner, Andreea, Senior Engagement...

Sapling Financial Consultants projects a 55% annual expansion over the next three years The growth is being driven by significant investments in the business and a continuous emphasis on excellence Toronto, ON, July 2, 2024 — Sapling Financial Consultants, a pioneering financial consulting firm...

Financial consulting firm reports 45% YOY growth amid ongoing industry layoffs Toronto, ON, January 24, 2024 — Sapling Financial Consultants Inc., a pioneering FP&A, data analytics and due diligence firm, announced today the appointment of Morné Viljoen as senior engagement manager. Amidst industry-wide layoffs,...

At the start of 2022, dealmakers expected the M&A market to thrive after overcoming the economic issues created by COVID during 2020 and 2021. In fact, 2022 has been affected by various geopolitical issues such as the Russia-Ukraine war, supply chain challenges and rising...

Evaluating counterparty risk is a key component of any firms’ action plan when dealing with new clients. Whilst financial modelling and data analytics work is Sapling’s main area of expertise, risk assessment and mitigation remain a recurring topic on a variety of projects that...

As private equity firms are increasingly focused on adding value to portfolio companies, key performance indicators (“KPIs”) have been growing in importance. KPIs are quantitative measurements that allow users to continually assess a company’s performance; examples include Revenue per Client, Client Retention Rate, Customer...

Sapling was recently quoted in a report on the development of local government resilient microgrids. This report describes a research project undertaken by the New Jersey Board of Public Utilities with funding from the United States Department of Energy.