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Scale Finance Closes $7 Million Senior Debt Financing for Travel Resorts of America

News /

Travel Resorts of America (www.travelresorts.com) recently announced the closing of a $7.0 million loan for its Gettysburg location through First Bank. The loan will be used to refinance the existing loan on the resort, as well as provide capital to the business for capital improvements throughout the company’s nine luxury RV Resorts locations. Travel Resorts […]

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Why Business Valuations are Helpful (& What do they Typically Cost)?

Financial Management /

During the course of building and operating your small company, you may want to know the value of your business for several reasons. For young, high-growth companies with an inclination to issue incentive management compensation in the form of stock options, the most common reason is compliance with IRS code (409A). This tax compliance requirement

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Derek Watson

Uncategorized /

CFO watson (at) scalefinance.com Fractional CFO, Scale Finance LLC—interim/part-time CFO engagements. Including Interim CFO for PE-backed $185 million revenue manufacturer. Principal, Financial & IT Consultants, LLC—Consulting practice providing strategic financial and IT consulting and Fractional / Interim CFO services. Engagements included:; Finance Consultant for PE-backed medical startup, CFO for a multi-location psychotherapy practice; VP-Finance for

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Jim Hamilton

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CFO hamilton (at) scalefinance.com CFO & Director of Technologies, United Way of Greenville County—$25M non-profit (included systems transitions in GL, CRM, and payroll). EVP, Carolina Industrial Resources—high growth, $30M national flexible packaging manufacturing, distribution, and services. CFO, Mafic SA—startup high tech materials business within Mafic Group, UK-based holding company with operations in Luxembourg, Ireland, Russia,

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Michael Coppa

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CFO & Transaction Advisor coppa (at) scalefinance.com Fractional CFO, Scale Finance LLC and Faircroft Ventures—interim/part-time CFO & capital raise/M&A advisory services; multiple clients in diverse industry segments. Investment Banker, Mergers and Acquisitions, Wells Fargo Advisors—Example recent client projects. ProfitSword – B2B SaaS company focused on providing business intelligence software to the hospitality industry; acquired by

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Josh Kalish

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CFO & Partner kalish (at) scalefinance.com Vice President, Deutsche Bank—Directed and delivered CFO strategic initiatives that led to acquisitions and new business integration in New York, London and Frankfurt. Management Consultant—Led financial services transformation engagements for Deutsche Bank, Morgan Stanley, Fidelity, State Street, and Royal Bank of Scotland. Instructor / Business Coach, UNC Kenan-Flagler Business

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Scale Finance Advises on Acquisition of Falcone Crawl Space & Structural Repair

News /

Falcone Crawl Space & Structural Repair focuses on a wide range of crawl space repairs. Founded in 2006 in Charlotte, the company serves markets in North and South Carolina. Recipient of more than 250 service awards and an A+ Better Business Bureau rating, Falcone is also a four-time “Best Places to Work” award-winning employer and

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