Blog Posts

Often small businesses have ample of accounting anomalies such as personal expenses recorded in the books, cash basis of accounting, multiple one-time expenses, inaccurate assumptions, and so on. Quality of Earnings (“QoE”) reports help break down the components of financial statements and gives a...

A key procedure in our work preparing Quality of Earnings (“QoE”) reports is to chart cumulative EBITDA against cumulative operating cash flows. The aim of this procedure is to provide quick insight into the accrual’s ratio of a business, which is a measurement of...

Introduction Capitalization tables are a necessary component of the financing/investment process for both founders and investors. For founders and previous shareholders, cap tables identify the effect on ownership of new capital raised, for investors, cap tables show what they are getting for what they...

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.

Excel has newly released the LAMBDA feature, currently only available for Excel ‘Insiders’ on Office 365. This new feature allows users to write their own custom Excel functions using normal Excel formula language. These new functions can then be referenced and re-used throughout the...

Capturing valuable data is more necessary than ever before for any business. Data is key to understanding business drivers that drive the operational and financial results of an organization. In order to capture data effectively and extract valuable insights, businesses/clinics, in this case, need...

key trends from CFOs and Finance leaders, including Improved FP&A relating to ESG information, Increased needs for data analytics and budgeting, Greater concern for data security.