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Scale Finance LLC
Recent News
  • SF Client Respirics Acquired by Hisun Pharmaceuticals Co. - Feb '12
  • New $2.3M Angel Fund Launches in Triangle - Feb '12
  • SF Client Advanced Detection Technologies Acquired by AB Precision LTD - Jan '12
  • SF Closes $4.0M Debt Financing for PlanITROI, Inc. - Dec '11
Best Practice Solutions
  • Example: Private companies up to $10M in revenue
  • CFO/ Senior Controller 2-5 hours per week
  • Senior Accountant 1-3 days per week
  • Critical skills & experience; Unmatched reporting; Forecasting/budgeting; Control & division of responsibilities
  • Total cost <1% of company revenue
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Knowledge Bank
  • Board of Directors Versus Advisory Boards - Feb '12
  • Replacing CEOs in VC-backed Companies - Feb '12
  • #1 Predictor of Failure – Premature Scaling - Feb '12
  • Venture Capital Market Update - Feb '12
Unique Value
  • Extraordinarily experienced and efficient professionals
  • Flexible, part-time solutions - use more or less as needed
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Knowledge Resources

  • Board of Directors Versus Advisory Boards

  • Replacing CEOs in VC-backed Companies

  • #1 Predictor of Failure – Premature Scaling

  • Venture Capital Market Update

  • Red Flags That Can Trigger an IRS Audit

  • 5 Mistakes Entrepreneurs Make When Pitching Angel Investors

  • Be Careful With Those Shares!

  • How to Avoid a Busted VC Deal

  • Viral Customer Acquisition – Business Model Analysis

  • All Revenue is Not Created Equal: The Keys to the 10X Revenue Club

  • 5 Unethical Sales Practices That Will Sink Your Brand

  • Should Founders Personally Guarantee Bank Loans?

  • Accounting, Finance, and Groupon’s IPO Challenge

  • Expansion Stage Sales Compensation: Are You Paying Too Much or Too Little?

  • Checklist: How to Prepare for a VC Fund-Raise

  • What Lenders Require in Today’s Economy

  • Roadmap to the Angel Investor Community

  • Financial Modeling for Software-as-a-Service Businesses

  • Customer Renewal Rate – Critical Metric for Decision-Making

  • 8 Rules of Technology Sell-Side Mergers & Acquisitions

  • Best Practices in Collections

  • Business Model Analysis: Key Questions

  • Limits on LLC Protections

  • Qualified Small Business Tax Credit

  • 8 Tips for Optimizing Your Startup’s Financing Strategy

  • Guidelines for Avoiding Small Business Fraud

  • Why NOT to Sell Your Business

  • Financing Options: Preferred Stock

  • Transfer Pricing – Maximizing Opportunities & Minimizing Risks

  • 10 Steps to a Better Product Pricing Model

  • How to Measure ROI for Social Media Marketing

  • Raising New Capital – Complying with Securities Laws

  • Key Cautions to Take When Accepting Checks

  • 7 Tips for Managing Cash Flow Effectively

  • Should You Raise Capital If Your Competition Does?

  • How To Run a Good Board Meeting

  • Coping with Confidentiality Agreements

  • Critical Best Practices in Internal Controls: CASH

  • How to Recruit a Board of Directors

  • Scaling HubSpot: Conversation with CEO Brian Halligan

  • How to Use Referrals to Keep Your Sales Pipeline Full

  • What Drives Private Equity Performance?

  • How to Prevent Shareholders from Taking Over Your Startup

  • Large Scale Global CFO Survey Reflects Positive Outlook

  • Asset-Based Lending in Uncertain Times

  • 10 Rules of Entrepreneurship

  • Handling Shareholder Loans

  • Framework for Deciding When to Raise Capital

  • Negotiating Loan Covenants – 4 Critical To-Dos

  • How CFOs Can Steer Companies Away from Colossal Mistakes

  • 5 Steps to Accelerate Growth

  • Timing Your Startup

  • CEO Checklist for 2011

  • Venture Capital Staging a Comeback

  • The 14 Best Ways to Burn Capital

  • A Separate GAAP for Small Companies?

  • Alert re: Accredited Investor Definition Change in Dodd-Frank Reform – August 2010

  • Update on Tax Incentives for NC’s Growth Companies – August 2010

  • Dodd-Frank Finance Reform Timetable – October 2010

  • Small Business Jobs and Credit Act of 2010 – October 2010

  • Small Businesses Skip the Healthcare Tax Credit – September 2010

  • Creating Buyers – ESOP as Exit Strategy

  • Technology M&A Activity Increasing Rapidly – January 2010

  • Selling a Business to Your Children – Keys to Success – May 2010

  • Venture Capital – Limited Partner Stress and its Impact on Entrepreneurs

  • Recovery/ Venture Capital Incentives – (Local Tech Wire article; commentary by Scale Finance’s Dave Gilroy)

  • Venture Capital Market Update – April 2010

  • NC Innovation Fund Update – April 2010

  • Venture Investors’ Put Option – Avoiding the “Non-outcome Outcome” – May 2010

  • Angel Investment Amendment to Dodd Financial Reform Bill Passes – May 2010

  • Best Practice Investor Pitches – July 2010

  • Angel Investment Terms – September 2010

  • Hard Facts on Capital Sourcing for Small Companies – October 2010

  • New Strategies in Angel Investing- RBFs – October 2010

  • Key Trends in Venture Capital – June 2010

  • All Systems Grow (strategies for growth in the worst of times)

  • Driving Business Results Through Pay-for-Performance

  • Advantages of Fractional Use CFO Services

  • Surviving the Technology Nuclear Winter (Local Tech Wire interview with Scale Finance’s Dave Gilroy)

  • “Nano-Accounting” – Value Point Analysis (understanding real profitability by product, by Scale Finance’s Tom Welsh)

  • Maximizing Technology ROI

  • New Thinking in Pricing – June 2010

  • 10 Business Commandments For Entrepreneurs – August 2010

  • 13 Insights into Entrepreneurship – December 2010

  • 10 Strategies to Recession Proof your Business

  • Rise of Fractional-Use CFO Services – (TechJournal South article by Scale Finance’s Gary Hayes)

  • Expanding Overseas – What You Need to Know – tips for tech companies in the areas of HR, accounting, tax, & compliance

  • Motivating Employees: Getting Beyond Money

  • Motivating or De-Motivating the Sales Force – January 2011

  • 6 Lessons for Creating Successful Virtual Teams – January 2011

  • How to Slash Your Credit Exposure

  • Overhead Expense Reduction (new strategies)

  • 8 Steps to Immediately Reduce Workforce Costs

  • Equity for Debt Swaps in Small Companies (creative way to pay down debt)

  • How to Negotiate with your Creditors

  • Tightening Collections Lead Times – Getting Your Cash Sooner

  • Navigating More Challenging Revolving Lines of Credit Terms

  • 4 Commandments of Company-wide Cost Reduction – (contribution by Susan Clapham)

  • How-to Guide for Integrating SQL Database Content into QuickBooks – (contribution by Scale Finance’s Garrett Fisher)

  • Increasing Use of Fractional-use CFO/Controller Services – (Working Charlotte article by Scale Finance’s Dave Gilroy)

  • Monetizing A/R Into Cash – innovative new thinking for small and mid-size companies

  • Wall Street Journalpublicizes rapidly expanding use of “For-Rent” CFOs

  • Automating Invoicing/Payment Processes – Strategic Impact for small companies

  • Specialty Finance Applications – Winners & Losers

  • Benefit Cost Cutting in 2010

  • Maximizing Tax Efficiency in Case of Business Failure

  • Major Improvement in Credit Conditions – January 2010

  • 7 Things Young Companies Should Never Buy Retail – February 2010

  • Low Cost Legal Support for Start-ups Through “Series Seed” Service – March 2010

  • Audits for Startups – Be Sure This is Best for You – April 2010

  • Audits for Startups – Be Sure This is Best for You – April 2010

  • Hidden Costs of Manual Reporting in Excel – May 2010

  • To Cut Working Capital, Try Bonuses – June 2010

  • How to Not Get Audited by the IRS – June 2010

  • Buying Equipment – Cut Cost & Taxes – August 2010

  • Audit Fees Still Falling, But Not As Dramatically – September 2010

  • Five C’s of Credit – September 2010

  • Fraud Mitigation Controls for Small Companies – September 2010

  • Collections from Bankrupt Companies: Risk Managment – October 2010

  • Spreadsheet Best Practice – Retaining Numerical Values While Auto-Rounding – October 2010

  • Credit Scoring – November 2010

  • Expanded SBA Lending with Small Business Jobs & Credit Act – October 2010

  • 5 Things That Can Screw Up Your Exit Strategy – November 2010

  • Key Trends in Venture Capital – October 2010

  • 12 Ways to Negotiate Better – January 2011

  • Reflections on Moving Through Expansion Stage – January 2011

  • Cash Management – A Creative Option – December 2010