What We Do
What We Do
We’ve made it our mission to provide bespoke financial modelling, FP&A, due diligence, and data analytics services that are tailored to your business.
Due Diligence
Quality of Earnings
Data Analytics
Field Exams
Commercial Due Diligence
Financial Analysis
Financial Model Build
Operating Tool Enhancement
Excel-Reporting Pack
Investor Relations
Valuations
Data Analytics
Power BI Dashboarding
Automation
Outsourced Modelling & FP&A
Interim FP&A
Outsourced PE Associate
Finance Process Improvement
Technology-Driven Optimization
IT Optimization
Performance Optimization
BI Dashboard Demo
Who We Are
Who We Are
Sapling Financial: Your Canadian partner in management consulting since 2015. From Toronto roots, we now guide businesses across North America. Meet our dedicated team committed to your success.
Who We Are
Who We Are
Our Team
Associations
Who It’s For
Who It’s For
Our expertise spans servicing a broad range of clients: from Private Equity firms and CFOs pursuing financial excellence, to Entrepreneurs, Business Owners, and CEOs seeking informed growth, as well as Electricity Developers and Restructuring & Insolvency professionals. We create tailored solutions for all our clients, reflecting our unwavering commitment.
Who It’s For
Private Equity
CFOs
Entrepreneurs / Business Owners / CEOs
Electricity Developers
Restructuring & Insolvency
Clients
Resources
Resources
Explore our Resources for a wealth of insights to help you increase your knowledge and stay ahead the curve.
Resources
Blog Posts
Events
White Papers
Case Studies
Press Releases
Tools
Careers
Contact

Upcoming

Sapling x M&A Club Webinar: Company Valuation – Managing Internal and External Factors Affecting Transaction Multiples
June 6, 2025
June 18, 2025
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...
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FEI Toronto Chapter x Sapling Webinar – How CFOs Can Optimize Their IT Systems
June 2, 2025
June 24, 2025
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...
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