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
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
