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.

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Dynamic Budget Model
Financial Modelling
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FinTech M&A Model
Financial Modelling
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Investor Return Metrics and Sensitivities
Data Analytics
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Reusable LBO Model
Financial Modelling
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Customized LBO Template
Financial Modelling
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Quality of Earnings Report
Due Diligence
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5-Year Forecast Model with Synergies + QoE
Business Plans
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Automated Factory Start-up
Forecasting
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Production & Licensing Start-up Model
Financial Modelling
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FIFO Inventory Analysis
Finance Automation
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Payments and Invoicing Automation
Finance Automation
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Operating Model For Training Start-Up
Model Building
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Data Cleaning and Standardization Tool
Finance Automation
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Portfolio Reporting Tool
Financial Services
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Investment Fund Model
Financial Modelling
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Windows Tool For Geographical Data
Operational Tools
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Quality of Earnings Lite Report
Due Diligence
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Professional Services Model
Financial Modelling
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Alternative Energy Solution Project Model
Business Plans
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Distribution Company Expansion Modelling
Business Plans
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Real Estate Investment Fund Model
Financial Modelling
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Public Consumer Company Forecasting Model
Financial Modelling
e-commerce
Wholesale and E-commerce KPI Reporting Dashboard
Data Analytics
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Private Equity Data Analysis
Data Analytics
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Biotech Startup Model
Entrepreneurship
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New Biomanufacturing Facility Model
Business Plans
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Consumer Durables Manufacturer Model
Business Plans
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Automotive Parts Supplier KPI Reporting Dashboard
Data Analytics
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Fish Farm Biological Asset Model
Financial Modelling
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High Growth Company Operational Model
Financial Modelling
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Ethanol Production Enhancement Model
Financing
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Bank Loan Model
Entrepreneurship
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Sales Due Diligence Analysis
Data Analytics
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Bank Statement Digitization
Data Analytics
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Electricity Transmission Financial Model
Energy
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Energy Efficiency Strategic Model
Entrepreneurship
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Investment Accounting Tool
Financial Services
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Tech Startup Financial Model
Entrepreneurship
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Nursing Home Upgrade Model
Health Care Services
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Weekly Cash Flow Model
Financial Modelling
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Pricing Mini Models
Entrepreneurship
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Mid-Tier Mining Take Out Merger
M&A
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Operational Reporting And KPIs
Data Analytics
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New Product Due Diligence
Due Diligence
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Startup Investor Model
Entrepreneurship
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Plant Scheduling Tool
Manufacturing
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Sales & Referral Fee Tracking Tool
Health Care Services
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Mining Company Tax Negotiation
Data Analytics
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Alternative Energy Pricing Tool
Energy
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Life Insurance Wealth Management
Financial Services
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Firm Expense Management
Finance Automation
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Model Validation and Review
Financial Services
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Alternative Energy Model Audits
Energy
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Travel Industry Platform
Entrepreneurship
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Analyzing Business Drivers
KPI Reporting
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Historical Sales Patterns
Data Analytics
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Valuation of A Not-For-Profit
Financial Modelling
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Real Estate Investment Trust Model
Financial Modelling
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Divestiture Models
Financial Modelling
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Cross-Border M&A Modelling
Financial Modelling
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Manufacturing Business Plan
Business Plans
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Audit of Settlement Financial Models
Model Audit
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$1M + Loan Application Reviews
Due Diligence
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FinTech Company Business Cases
Entrepreneurship
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Client Costing Analysis
KPI Reporting
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Business Operation Tool
Mid-Market
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Working Capital Model
Financial Modelling
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High-End Auto Facility Model and Plan
Business Plans
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Biotech Private Equity M&A
Financial Modelling
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Manufacturing Insourcing Model
Financial Modelling
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Holdco Business Valuation
Financial Modelling
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Business Plan and Financial Model
Business Plans
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Industrial Company Mexico Plan
Business Plans
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Budgeting and FP&A Models
Financial Modelling
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Dental Valuations
Financial Analysis

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