FINANCIAL TRANSFORMATION FIRM FOR MID-SIZED BUSINESSES

Revenues grow.
Margins and cash flow don't.

Every month without financial clarity has a real cost: unseen opportunities, eroding margins, decisions that keep getting postponed. The difference between a business that moves forward and one that stagnates usually comes down to one thing: knowing exactly where it stands.

THE COST OF INACTION

The greatest risk isn't making a decision.
It's not making one.

A decision delayed three months can cost more than a full year of advisory support. The Discovery is the first step: in two weeks, a clear picture of where the business stands and how much potential is lost.

WHAT SABAL BUILDS IN YOUR BUSINESS

Capabilities that stay.

Real profitability by product, client, and channel

Clarity on what generates margin β€” and what erodes it β€” to make portfolio decisions with real data.

Dynamic Forecast

A financial plan that updates constantly β€” not a budget that goes stale by Q1.

Cash Flow Control

Anticipating liquidity gaps before they force decisions under pressure.

Management-Ready Income Statement (P&L)

Detailed financial statements needed to decide β€” by channel, client, and product β€” not just to report.

Integrated Sales & Operations Plan (S&OP)

Sales, operations, and finance aligned in a single plan, eliminating the gap between what is sold and what can be delivered.

Capabilities that remain

Processes, tools, and a stronger team β€” self-sustained financial management.

THE REALITY OF MID-SIZED BUSINESSES
82%

of businesses that close do so due to cash flow problems β€” not lack of sales.

U.S. Bank — SNS Insider, 2024
1 in 3

executives cannot properly define their cash flow, even though most say it has been a challenge.

Novuna Business — Global Banking & Finance, 2025
60%

of mid-sized businesses face collection delays that compromise their operating liquidity every month.

IFC — SME Finance Forum, 2024
WHY SABAL?

Sabal is not a large firm. It is the best financial partner a mid-sized business can have.

About us β†’
Large firm
Extensive reports few people read
Teams that rotate on every project
Solutions designed for large corporations
Cost out of reach for mid-sized businesses
Prolonged dependency on the consultant
Sabal Partners
Diagnosis that becomes concrete action
Two senior partners who know the business
Solutions built around each company's specific context and needs.
Accessible investment with measurable impact
Capabilities that stay within the client's team
Transactional advisory
Delivers a report and leaves
No context of the business or its people
One-time analysis without a long-term view
Does not support execution or track results
The internal team neither learns nor grows

How Does Sabal Work?

Everything starts with a diagnosis. Then, the model that makes the most sense for each business.

Starting Point Discovery

A structured financial diagnosis of 2 to 4 weeks. To understand exactly where the business stands and what makes the most sense to do β€” before any major commitment.

See how it works β†’
01
Ongoing support

On

For businesses that need a robust financial function without a full-time CFO.

Monthly structure Β· Minimum 6 months
02
Defined outcome

Focus

Fixed price for the full project. You know exactly what you pay and what you get. No surprises.

Fixed price Β· Defined scope
03
Shared success

Impact

A reduced base fee plus a percentage of the economic value generated together. Sabal is in the game.

Base plus shared success