Blog Posts

Atlanta, GA and Toronto, ON, June 23, 2025 — Sapling Financial Consultants Inc., a Toronto-based boutique financial consulting firm, has opened its first U.S. satellite office in Atlanta, Georgia. Having established its client footprint in Atlanta in 2021, Sapling serves private equity firms, investment...

Event Description: Sapling Financial Consultants is pleased to host an exclusive webinar in collaboration with members of FEI Canada’s Toronto Chapter. Join us for a practical session exploring how CFOs can optimize their tech stacks, reduce costs, and drive greater efficiency as part of...

When working with unstructured or structured data alike, choosing the right tool can be a game-changer in terms of time spent on analysis and the value of the insights produced. By far, the most widely used tools for data analysis and visualization are Excel...

Index finds Canadian M&A poised to rise as U.S. deal flow rebounds  Toronto, ON, June 12, 2025 — Sapling Financial Consultants has released its first Green Shoots M&A Index for Canada and the U.S., a data-driven model that predicts North American M&A trends. The...

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...

The Challenge of Data Access Control When setting up a business intelligence solution for your company, you’ll face a crucial challenge: your database and dashboards contain vast amounts of information, but not all users should have access to everything. To address this, Power BI...

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...

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...