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 developed a detailed report analyzing various aspects of revenue and expenses, for diligence on the value recognized in financials and their reasonability assessment
The contractual revenues were identified and assessed on individual contract basis to understand the contract terms, re-compute the revenues to be recognized for each of them and the consequent deferred revenues for applicable cases
Incorporated and vetted both seller, and acquirer EBITDA adjustments, in addition to adjustments proposed as part of the due diligence process; which also included multiple discussions with management to investigate variances and clarify EBITDA adjustments
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The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset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.
