Sapling was approached by a buy-out firm. The company was looking for a streamlined quality of earnings/due diligence report to assist in assessing the business opportunity
We prepared a streamlined quality of earnings report and data book to assist purchaser with determining the sustainable EBITDA on which to base the purchase price
We incorporated and vetted both seller, and acquirer EBITDA adjustments, in additional to adjustments proposed as part of the due diligence process
We led discussions with management to investigate variances, clarify EBITDA adjustments and determine necessary go-forward labour costs
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The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset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.
