Blog Posts

Deferred revenue is a key consideration for companies operating through business models grounded in recurring revenues. Depending on contract terms, payments may be collected periodically or in lump sums. For companies that recognize annual renewals as revenue at the time of collection, deferred revenue...

The COVID-19 pandemic changed how businesses operate. Most companies shifted from full-time in-office to a hybrid work model, with some companies even adopting a fully remote work model. This “new normal” working environment has been maturing over the past few years, and it is...

Optimizing costs is essential for a company's financial stability and overall success. With the rapid advancement of technology, businesses now rely on a wide range of IT services to meet the needs of both customers and employees. These services include, but are not limited...

Investing time in the design of the dashboard will help make the dashboard efficient, user friendly and aesthetically pleasing. Designing the dashboard from the perspective of the end user, designer and BI developer will help achieve this. Exhibit A: Executive Dashboard sample Exhibit B:...

In today’s digital landscape, CFOs are increasingly expected to play a central role in technology decision-making. Sapling Financial Consultants was delighted to host a webinar with members of FEI Canada’s, Toronto Chapter to discuss on Trimming the Tech Stack. Our Senior Engagement Manager, Morné...

Atlanta, GA and Toronto, ON, June 23, 2025 — Sapling Financial Consultants Inc., a Toronto-based boutique financial consulting firm, has opened its first U.S. satellite office in Atlanta, Georgia. Having established its client footprint in Atlanta in 2021, Sapling serves private equity firms, investment...

Event Description: Sapling Financial Consultants is pleased to host an exclusive webinar in collaboration with members of FEI Canada’s Toronto Chapter. Join us for a practical session exploring how CFOs can optimize their tech stacks, reduce costs, and drive greater efficiency as part of...

When working with unstructured or structured data alike, choosing the right tool can be a game-changer in terms of time spent on analysis and the value of the insights produced. By far, the most widely used tools for data analysis and visualization are Excel...

Index finds Canadian M&A poised to rise as U.S. deal flow rebounds  Toronto, ON, June 12, 2025 — Sapling Financial Consultants has released its first Green Shoots M&A Index for Canada and the U.S., a data-driven model that predicts North American M&A trends. The...

Event Description: Sapling Financial Consultants, in collaboration with the M&A Club, will host a practical webinar exploring how transaction multiples are influenced by both internal company factors and external market conditions—and how businesses can position themselves to maximize value. Join Dave O'Brien and Stefan...