Case Studies

Sapling Financial has served a variety of clients in different industries to improve the effectiveness of their financial decision-making, and to streamline processes that generate data useful for decision-making as well as marketing. Sapling Financial Consultant Case Studies displays our various clients and engagements.

calculator-g0d82ceb56_1920
Quality of Earnings Report
Quality of Earnings
businessman-g15f40c7d1_1920-blackwhite
5-Year Forecast Model with Synergies
Business Plans
company-g22adbfed6_1920-blackwhite
Automated Factory Start-up
Forecasting
milling-ge21b2b842_1920-blackwhite
Production & Licensing Start-up Model
Financial Modelling
Screen Shot 2022-08-24 at 4.56.09 PM
FIFO Inventory Analysis
Finance Automation
Screen Shot 2022-08-24 at 4.55.47 PM
Payments and Invoicing Automation
Finance Automation
Screen Shot 2022-07-28 at 2.48.20 PM
Operating Model For Training Start-Up
Model Building
Screen Shot 2022-07-28 at 2.44.10 PM
Data Cleaning and Standardization Tool
Finance Automation
stock-gb29b36ed0_1920
Portfolio Reporting Tool
Financial Services
Screen Shot 2022-06-23 at 11.39.33 AM
Investment Fund Model
Financial Modelling
Screen Shot 2022-06-23 at 11.31.13 AM
Windows Tool For Geographical Data
Operational Tools
Screen Shot 2022-06-20 at 12.34.44 PM
Quality of Earnings Lite Report
Due Diligence
Screen Shot 2022-05-06 at 4.25.24 PM
Professional Services Model
Financial Modelling
Screen Shot 2022-05-06 at 11.04.17 AM
Alternative Energy Solution Project Model
Business Plans
Screen Shot 2022-05-06 at 11.25.52 AM
Distribution Company Expansion Modelling
Business Plans
photo-1506092309076-af15fb0051e3-blackwhite
Real Estate Investment Fund Model
Financial Modelling
public consumer website
Public Consumer Company Forecasting Model
Financial Modelling
e-commerce
Wholesale and E-commerce KPI Reporting Dashboard
Data Analytics
photo-1542744173-05336fcc7ad4 (2)
Private Equity Data Analysis
Data Analytics
photo-1581594549595-35f6edc7b762
Biotech Startup Model
Entrepreneurship
photo-1581093450021-4a7360e9a6b5-darken
New Biomanufacturing Facility Model
Business Plans
photo-1613405685219-5b5ac1c21fef (2)
Consumer Durables Manufacturer Model
Business Plans
photo-1517524206127-48bbd363f3d7 (2)
Automotive Parts Supplier KPI Reporting Dashboard
Data Analytics
photo-1519122295308-bdb40916b529 (2)
Fish Farm Biological Asset Model
Financial Modelling
photo-1450101499163-c8848c66ca85 (2)
High Growth Company Operational Model
Financial Modelling
photo-1513828583688-c52646db42da (2)
Ethanol Production Enhancement Model
Financing
photo-1454165804606-c3d57bc86b40 (2)
Bank Loan Model
Entrepreneurship
sales-analysis-darken
Sales Due Diligence Analysis
Data Analytics
bank-statement-darken
Bank Statement Digitization
Data Analytics
HVDC-darken
Electricity Transmission Financial Model
Energy
energy-efficiency-darken
Energy Efficiency Strategic Model
Entrepreneurship
accounting-tool-darken
Investment Accounting Tool
Financial Services
Tech-startup-1-darken
Tech Startup Financial Model
Entrepreneurship
upgrade-model-darken
Nursing Home Upgrade Model
Health Care Services
financial-model-darken
Weekly Cash Flow Model
Financial Modelling
pricing-darken
Pricing Mini Models
Entrepreneurship
mining-darken
Mid-Tier Mining Take Out Merger
M&A
Operational-reporting-darken
Operational Reporting And KPIs
Data Analytics
due-diligence-darken
New Product Due Diligence
Due Diligence
startup-darken
Startup Investor Model
Entrepreneurship
plant-scheduling-darken
Plant Scheduling Tool
Manufacturing
Sales-darken
Sales & Referral Fee Tracking Tool
Health Care Services
Mining-company-darken
Mining Company Tax Negotiation
Data Analytics
alterative-pricing-tool-for-alternative-energy-darken
Alternative Energy Pricing Tool
Energy
Life-Insurance-1-darken
Life Insurance Wealth Management
Financial Services
Firm-Expense-Management-darken
Firm Expense Management
Finance Automation
model-validation-darken
Model Validation and Review
Financial Services
Alternative-Energy-darken
Alternative Energy Model Audits
Energy
Travel-Industry-darken
Travel Industry Platform
Entrepreneurship
Analyzing-Business-Drivers-darken
Analyzing Business Drivers
KPI Reporting
historical-sales-pattern-darken
Historical Sales Patterns
Data Analytics
valuation-darken
Valuation of A Not-For-Profit
Financial Modelling
real-estate-darken
Real Estate Investment Trust Model
Financial Modelling
Divestiture-Model-darken
Divestiture Models
Financial Modelling
mA-darken
Cross-Border M&A Modelling
Financial Modelling
maufacturing-blackwhite
Manufacturing Business Plan
Business Plans
audit-1-darken
Audit of Settlement Financial Models
Model Audit
loan-application-darken
$1M + Loan Application Reviews
Due Diligence
fintech-darken
FinTech Company Business Cases
Entrepreneurship
Client-Costing-and-Analysis-darken
Client Costing Analysis
KPI Reporting
Business-Operation-Tools-1024x722-darken
Business Operation Tool
Mid-Market
Working-Capital-Models-darken
Working Capital Model
Financial Modelling
High-End-Auto-Facility-Model-and-Plan-blackwhite
High-End Auto Facility Model and Plan
Business Plans
biotech-darken
Biotech Private Equity M&A
Financial Modelling
maufacturing-insourcing-darken
Manufacturing Insourcing Model
Financial Modelling
Business-Valuation-darken
Holdco Business Valuation
Financial Modelling
Business-Plans-and-Finance-Models-darken-rs-darken
Business Plan and Financial Model
Business Plans
Industrial-Company-Mexico-Plan--darken
Industrial Company Mexico Plan
Business Plans
Budgeting-and-FPA-Models-darken
Budgeting and FP&A Models
Financial Modelling
chair-2584260_1920-darken
Dental Valuations
Financial Analysis

What can we help you achieve?

Call Now ButtonCall Now