Sapling was approached by the Founder/CEO of a boutique consulting firm looking to scale up its operations. To help with their growth plans, Sapling built a model to provide insight on staffing needs for each level or the organization and services needed to reach their revenue targets
We constructed a detailed financial model which allowed revenues to be aggregated by billable hours broken down by service offering and staffing type
The model allowed staff types to have separate target utilization rates to account for certain staff types having lower billing requirements than others
Through the process, the client gained insight into which staff types and how much of each would be critical to allow the organization to scale
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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