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
We started by evaluating the dental services market and the history of the clinics
We performed an analysis on patient retention and churn, and patient demographics, and then used market comparables to perform a valuation based a price per patient file method
We wrote a comprehensive report describing our analysis and valuation to be used in the due diligence process
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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