Scale Finance

Scale Finance offers veteran Chief Financial Officer, Controller or Accounting Manager support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-up). Our clients get exactly the right level of professional experience and impact—when they need it and how much they need it (e.g. couple hours per month to 3 - 5 days per week).

Highly specialized expertise in raising debt & equity capital to shore up balance sheets including asset-based loans, working capital facilities, term loans, subordinate debt, growth equity, and venture capital. Carefully managed, but robust process to ensure best terms market will bear. Scale Finance principals have closed more than 80 growth capital raise transactions.

We apply a professional, independent, and fact-based approach including proven, rigorous analytical methodologies and our highly experienced judgment in the assessment of business value. Our services include business valuations required for tax, estate planning, or regulatory purposes (meeting explicit, published standards, e.g. 409A, other IRS requirements), or we may simply provide management teams and Boards with an outside consultative perspective on value and its drivers.

Uniquely cost-effective investment banking support for mergers and acquisitions (M&A) including company or division sales, Section 363 sales of assets, recapitalizations, valuation or fairness opinions, and support in executing acquisitions for growth. Scale Finance professionals' experience spans all angles of M&A transactions: Corporate/Strategic Buyer, M&A Advisor, CFO, Owner/Seller, & Transaction Attorney.