CLIENT: Sustainability And Emissions Consultant

A company growing rapidly through the combination of organic growth and acquisitions engaged Sapling to develop a financial model that could be used to show to potential investors, as well as evaluate requirements needed to finance new acquisitions

Businessman analyzing company's financial balance sheet
Key Insights

We built a financial model that detailed the three distinct business lines operated by the client, as well as numerous planned acquisitions being undertaken

Due to the nature of the business lines, the model was built with an identified and unidentified split of revenues, costs, and expenses, in order to separate the projected revenue from confirmed projects and anticipated ones

The rapid growth of the business also required the model to have the ability to automatically adjust the projected staffing needs based on anticipated utilization rates of billable staff

REVENUE AND GROSS MARGIN BY REVENUE STREAM
Latest Case Studies
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    • August 26, 2026

    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,...

  • Project Pipeline and 3-Statement Model
    • August 3, 2026

    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...