Name

Sapling Financial Consultants

Legal name

Sapling Financial Consultants Inc.

Website

https://saplingfinancial.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory and Management Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

Outsourced Finance & CFO Services (BPAHABAE), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Financial modelling services
• M&A due diligence
• Outsourced FP&A
• Private equity consulting
• Business intelligence dashboards

Headquarters

HQ city

Vaughan

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Modelling and Due Diligence Services: Bespoke consulting services including Quality of Earnings reports, Commercial Due Diligence, Technology Due Diligence, Financial Model Build, and Valuations. Revenue generated through project-based consulting engagements.
2. Data Analytics and BI Services: Business intelligence dashboarding, automation, ERP implementation, and IT optimization services delivered through consulting engagements.
3. Outsourced FP&A Services: Fractional CFO, Interim FP&A, and Outsourced PE Associate services providing temporary financial leadership and support.
4. Research and Reports: Market research products including the Green Shoots M&A Index, Canadian M&A Landscape Report, and 'Looking PEachy' report on Georgia's PE ecosystem. Reports are distributed for lead generation and brand authority.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Sapling Financial Consultants is a boutique management consulting firm that delivers bespoke financial modelling, Quality of Earnings analysis, commercial and technology due diligence, FP&A support, business intelligence dashboarding, automation, and fractional CFO/outsourced PE associate services. The firm serves private equity firms, mid-market CFOs, entrepreneurs, electricity developers, and restructuring/insolvency professionals primarily across North America. Services are delivered as project-based consulting engagements tailored to each client's specific transactional and financial-analysis needs.

Product overview

Sapling Financial Consultants is a management consulting firm offering a portfolio of integrated financial advisory services organized around four core areas: Due Diligence (Quality of Earnings, Data Analytics, Field Exams, Commercial and Technology Due Diligence), Financial Planning & Analysis (Financial Model Build, Operating Tool Enhancement, Excel-Reporting Pack, Valuations, Investor Relations, and Finance Process Improvement), Data Analytics & Digital Transformation (Business Intelligence Dashboarding, Automation, IT Optimization, and ERP Implementation), and Outsourced Modelling & FP&A (Fractional CFO, Interim FP&A, and Outsourced PE Associate). The firm also provides free analytical tools including a Condo Pro-Forma Model, Project Finance Template, and the Green Shoots M&A Index research tool that uses machine learning to forecast deal activity momentum. Combined with proprietary research reports like the Looking PEachy Report and Canadian M&A Landscape Report, the portfolio forms a comprehensive suite covering the deal lifecycle from due diligence through portfolio company value creation.

Differentiator

Problem solved

Functional benefit

Products and services

• Quality of Earnings Comprehensive analysis of a company's financial performance, identifying critical issues and potential adjustments to revenue and cost line items to estimate sustainable earnings for buyers and sellers in M&A transactions.
• Data Analytics (Due Diligence) Analysis of data from sales transactions, ERP, CRM, accounting systems, and other sources to support due diligence processes and identify patterns relevant to transaction decisions.
• Field Exams Field examination services as part of the due diligence process for private M&A situations, new investments, and follow-on financing deals.
• Commercial Due Diligence Assessment of market positioning, competitive landscape, and growth prospects of target companies as part of M&A commercial due diligence.
• Technology Due Diligence Evaluation of the technology infrastructure, systems, and capabilities of target companies as part of the M&A due diligence process.
• Financial Model Build Builds professional financial models to assist with decision-making and long-term strategy, including operating models, valuation models, and merger models.
• Operating Tool Enhancement Upgrades key spreadsheets and operational tools that underpin client operations, ensuring efficient and accurate financial processes.
• Excel-Reporting Pack Builds Excel-based reporting packs containing all required financial reporting elements, tailored to client needs.
• Investor Relations Supports financial aspects, research, and communications aspects of investor relations for clients.
• Valuations Provides business and financial asset valuation services to support investment decisions, transactions, and strategic planning.
• Finance Process Improvement Optimizes and improves financial processes to enhance efficiency, accuracy, and decision-support capabilities.
• Business Intelligence Dashboarding Creates KPI reporting dashboards (Power BI) offering real-time insights into key business metrics, with customized visualizations and branded reports for informed decision-making.
• Automation Automates routine and repetitive tasks including invoice entry, reconciliation, and report generation, allowing teams to focus on more complex business matters.
• IT Optimization Optimizes IT infrastructure and systems to improve operational efficiency and support better financial decision-making.
• ERP Implementation Assists with Enterprise Resource Planning system implementation to improve business processes and data management.
• Fractional CFO Provides fractional CFO services to businesses needing strategic financial leadership on a part-time basis.
• Interim FP&A Provides interim team members to support businesses during times of bandwidth constraints in financial planning and analysis.
• Outsourced PE Associate Provides smaller PE firms with the option of 'renting' team members to support buy-side modeling and financial analysis needs.
• Green Shoots M&A Index A monthly-updated research index built using a Random Forest machine learning model that combines historical deal data with key market indicators to forecast M&A activity momentum in Canada and the U.S.
• Looking PEachy Report Research report analyzing the U.S. private equity market, profiling Atlanta's expanding PE ecosystem, and identifying deal flow opportunities including the 'Silver Tsunami' of retiring business owners.
• Canadian M&A Landscape Report Report analyzing Canada's M&A market recovery and growth, exploring driving forces behind deal momentum and critical implications across sectors including telecommunications, finance, oil and gas, utilities, and grocery retail.

Quantifiable outcome

• Canadian M&A transactions projected to reach 2,596 by end of 2024 with recovery and growth heading into 2025
• +3 more outcomes

Named customers67 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature6 records

Partnerships

One partnership is on record.

• ACG (Association for Corporate Growth)coreGTM or Marketing PartnerSapling sponsors ACG events including Atlanta DealSource 2026 at Truist Park and 2026 Great Lakes Capital Connection. These premier middle-market events bring together PE firms, lenders, advisors, and corporate leaders for relationship building and deal activity.

Scale indicators8 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Alvarez & Marsal: Global professional services firm with deep private equity due diligence, financial advisory, and performance improvement practices. Directly comparable to Sapling's QofE, FP&A, and turnaround services aimed at PE clients.
• Accordion Partners: Financial consulting and outsourced CFO/FP&A firm serving PE-backed portfolio companies. Closely comparable to Sapling's Outsourced Modelling & FP&A practice including Fractional CFO and Interim FP&A offerings.
• Duff & Phelps (Kroll): Specialist in valuation, M&A advisory, and transaction-related services to PE and corporate clients. Directly comparable to Sapling's Valuations, QofE, and financial modelling services.
• Ankura Consulting: Advisory firm with strong restructuring, forensic accounting, and transactions practices serving PE and corporate clients. Comparable to Sapling on turnaround, QofE, and financial due diligence work.
• Pidemco Partners: Boutique financial advisory firm specializing in M&A due diligence and financial modelling for mid-market PE and corporate clients. Closely comparable in scale, service mix, and target customer to Sapling.

Broad incumbents

• BDO USA: Large global accounting and advisory network offering due diligence, valuations, and consulting to mid-market PE. Competes with Sapling on M&A advisory at the lower mid-market segment Sapling targets.
• FTI Consulting: Major global advisory firm with strong M&A due diligence, restructuring, and forensic accounting practices serving PE clients. Competes with Sapling on QofE, commercial DD, and restructuring engagements.
• KPMG (Advisory): Big 4 advisory practice offering M&A due diligence, deal advisory, and consulting services to PE and corporate clients. Sapling's Pre-QofE and QofE offerings directly compete with KPMG's deal advisory business.
• Houlihan Lokey: Global investment bank with a strong middle-market M&A advisory and valuation practice. Serves the same PE client base Sapling targets and competes on financial advisory and diligence work.

Emerging players

• Auxis: Outsourced finance, accounting, and FP&A services firm focused on Latin America and the US mid-market. Comparable to Sapling's Outsourced Modelling & FP&A practice including fractional CFO and automation services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/saplingfin
• LinkedInlinkedin.com/company/sapling-financial-consultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sapling Financial Consultants