Upcoming Events
  • Trimming the Tech Stack
    FEI Toronto Chapter x Sapling Webinar – How CFOs Can Optimize Their IT Systems
    • June 2, 2025
    • June 24, 2025

    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...

Past Events
  • Sapling x M&A Club Webinar: Company Valuation – Managing Internal and External Factors Affecting Transaction Multiples
    • June 6, 2025
    • June 18, 2025

    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...

  • Small Business Show 2025
    CanadianSME Small Business Show
    • May 30, 2025
    • May 29, 2025 - May 29, 2025

    Event Description: We were excited to participate as an exhibitor at the CanadianSME Small Business Show 2025, Canada’s premier one-day event dedicated to small and medium-sized enterprises. The show featured insightful panel discussions, expert workshops, and keynote presentations led by the country’s top business leaders...

  • Invest Canada 25
    CVCA Invest Canada ’25
    • May 29, 2025
    • May 27, 2025 - May 29, 2025

    Event Description: We were proud to continue our support for the Canadian Venture Capital & Private Equity Association (CVCA) as a sponsor of Invest Canada ‘25, held this year at the Calgary TELUS Convention Centre. This premier event brought together leaders from across the venture...

  • Re-Evaluating Products and Services with activity based costing models as tariffs loom
    Webinar: Re-Evaluating Products & Services with Activity-Based Costing as Tariffs Loom
    • March 24, 2025
    • April 9, 2025

    Event Description: Join us for an engaging webinar hosted by Sapling Financial Consultants’ Tyler Grube, Consultant, as we uncover activity-based costing (“ABC”) models not only as a more accurate approach of calculating costs, but also as a very useful playbook for management action to...

  • Webinar Banner
    Webinar: How to Proceed with Caution: The Value of the QoE during Tariffs Turbulence
    • March 18, 2025
    • April 1, 2025

    Event Description: Join us for an engaging webinar hosted by one of Sapling Financial Consultants’ Senior Engagement Managers, Kevin Zhao, CPA, CFA, where we will discuss the details of a Quality of Earnings (QoE) report and the important role it plays in today’s deal...

  • buying a business webinar poster
    Webinar: Rob Hong on Due diligence in Economic Uncertainty for Small Business Acquisitions
    • February 27, 2025
    • February 28, 2025

    Event Description: Economic uncertainty and shifting trade policies have made it more challenging to navigate small business acquisitions. In such a volatile market, a deeper level of due diligence is essential to assess risks, uncover opportunities, and structure deals effectively. Join Village Wellth for an...

  • Texas ACG Capital Connection
    Texas ACG Capital Connection 2025
    • February 14, 2025
    • February 26, 2025 - February 28, 2025

    Event Description: Sapling Financial Consultants is excited to sponsor the Texas ACG Capital Connection 2025, an event that aligns perfectly with our mission to empower businesses with financial insights and strategic advantage. This sponsorship reflects our commitment to fostering valuable connections within the financial community...

  • M&A South
    ACG Atlanta M&A South 2025
    • February 7, 2025
    • February 3, 2025 - February 5, 2025

    Event Description: Sapling Financial Consultants was proud to sponsor M&A SOUTH, the premier networking event for corporate growth and Middle Market deal-making. This event offered a unique opportunity for intermediaries, corporate development officers, accountants, lawyers, senior lenders, and other deal-makers to connect with top private...

  • Dealmaking at the Mountain
    ACG Northeast: 2025 Dealmaking at the Mountain
    • January 29, 2025
    • January 26, 2025 - January 28, 2025

    Event Description: Sapling Financial Consultants attended the ACG Northeast Dealmaking at the Mountain, hosted by ACG Boston, ACG Connecticut, ACG New Jersey, ACG New York, ACG Philadelphia, and ACG Toronto. Held at the stunning Stowe Mountain Resort from January 26-28, 2025, this iconic annual event...

  • 2040 ACG Florida capital connection
    2024 Florida ACG Capital Connection
    • November 18, 2024
    • November 13, 2024 - November 15, 2024

    Event Description: Sapling Financial Consultants were proud to sponsor the 2024 Florida ACG Capital Connection, a premier event for middle-market deal-making in Florida and the Southeast. This year’s conference saw record-breaking attendance, with over 900 representatives from private equity firms, commercial and investment banks, growth-oriented...

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