Financial Modeling

Sapling prepared detailed valuation reports for two dental practices, each with revenues of approximately $1 million/year, to assist the principals with decision-making regarding the future of their respective practices

A startup with a product designed to enhance wind farm efficiency had signed a large, multi-year deal with a potential strategic that was looking at making a temporary majority investment

A private equity group was looking to purchase a mid-tier mining company financed with a combination of debt, equity and a streaming facility, and then merge it with another company in an all-stock deal to create a diversified producer. The total deal approached $1B

Sapling was approached by a grower and producer of fish products in North America in order to value their biological fish assets. The client was looking to gain new investors, and required financial statements showing the value of growing assets in an IFRS compliant manner

Sapling to build a company model for strategy and financing purposes, as well as business cases for A start-up focusing on the travel industry engaged their most important partners

A rapidly growing tech company beginning a second round of equity financing was looking to evaluate several different business opportunities and to present them, along with the existing business, to investors to assist with maximizing their current financing

Sapling was approached by the Founder/CEO of a boutique consulting firm looking to scale up its operations. To help with their growth plans, Sapling built a model to provide insight on staffing needs for each level or the organization and services needed to reach their...

Sapling was approached by a start-up which specialized in offering training services for advanced laboratory, science and medical equipment. The company was looking to develop a model that could be used to capture the business operations, as well as be used for presentation purposes for...

A designer and manufacturer of promotional products had just secured their most significant client. The company was concerned about its run rate given the significant ramp up required to meet the needs of its new client

A high-end life insurance-focused wealth management firm has been working with Sapling for over 2 years on modelling to assist with selling policies to ultra-high-net-worth individuals and not-for-profit organization