CLIENT: HVAC Equipment Retailer and Service Company

A private equity backed HVAC equipment retailer approached Sapling to assist in enhancing their internal budget model. Previously the model had been designed with minimal emphasis on being user friendly. Inputs we’re difficult to follow and changes to reflect the current situation we’re difficult to implement.

3 Key Insights:

The staff who owned the budget model in previous years no longer worked for the company and the current finance team had stalled due to difficulties tracing back the complex calculations and allocations being done in the model.

Sapling was engaged under significant time pressure, to trace formulas to understand the model workings, identify shortcomings, and update where required to balance the proposed budget inputs provided by the client.

Sapling’s improvements, make the model more user friendly and greatly reduced the time required to flow budget changes through the model.

EXAMPLE: Budget Outputs

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