Outsourced Modeling & FP&A

The company engaged us to assist with restructuring an existing model and building out additional functionality. The client was in the process of reaching out to prospective investors and needed an improved, investor ready model for presentation and internal reporting

A private equity firm specializing in food companies and the agricultural sector approached Sapling for assistance on a few ongoing projects. The client had existing detailed operational based models for a few potential companies they were looking to invest in and were looking for Sapling...

A private equity firm based in the US contacted Sapling to generate a custom LBO model template, which could be reused over the course of a few years. Given the small size of the firm, the company wanted the model so they did not have...

The firm approached Sapling to assist in maintaining and improving their internal financial model for a target company they were intending to purchase. While the private-equity firm had multiple strategic partners who brought a breadth of experience in different industries, they did not have an internal associate...

Sapling was engaged to build an activity-based costing (“ABC”) model for the purposes of better understanding the client's cost drivers at a SKU and customer level. While the client had an internal finance team and an operating ERP system, their systems did not provide insight...

Sapling was engaged to provide interim financial planning and analysis services, taking ownership over the weekly cash flow forecasting process, and training an analyst to take over work at the end of the engagement