Douglas E. McClenny
Controller & Business Valuations 336.209.4537 mcclenny@scalefinance.com
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2 Alternative Loans to Bridge the Gap
Source: Billy Fink, Axial Since the financial crisis, small businesses have struggled to obtain standard loans. Thanks to investor risk aversion, stricter legislation, and overall economic uncertainty, many traditional lenders have become more particular about their loans. Although the environment has eased slightly in recent months, loans can still be hard to come by. As
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When to Use Fairness Opinions in Private Transactions
Source: Billy Fink , Marketing Analyst, Axial Disagreements about valuations are a dime a dozen — and fairness opinions can be a great way to preempt any dispute-turned-lawsuit. Most often, fairness opinions are associated with public transactions. As John Leo of Primary Capital explained, “It is a business dominated by public companies because the real
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Marketing to Investors? Tips for Effective Communicating to VCs
Source: Kim Reisman, OpenView Partners Is there a chance that your company will take institutional capital at some point? If the answer is yes, you need to consider how to best manage communication with potential investors. In this two-part post, I hope to relay some tips and best practices for communicating with VCs in a
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Your Quick Guide to SaaS Pricing & Packaging
Source: Brent Chudoba, Survey Monkey Pricing and packaging can be a interesting and intellectually challenging topic. Essentially all businesses and product stakeholders have strong opinions on it, which inevitably makes for a tough path toward consensus. Creating initial pricing and packaging, and especially changing pricing and packaging for a subscription business can seem relatively simple at
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Scale Finance Advises on RL Architecture Merger
LaBella Associates Announces Expansion in North Carolina. LaBella Associates announces the opening of two new offices, bringing the firm’s presence to a total of thirteen locations in the United States and Spain. LaBella, formerly known as Pease Engineering and Architecture in the North Carolina region, continues to grow and is pleased to announce that Roger
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What it Really Takes to Turn a Business Around
Source: Walter Simson I have been doing turnarounds for over twenty five years, and along the way, I’ve accumulated certain prejudices about what types of businesses are easiest to fix. Wholesale distribution and retail/restaurant chains are among my favorites, because there are usually enough profitable parts of the business — a core product or very
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Scale Finance Closes Growth Financing For AIQ, Inc.
AIQ, Inc. (www.adviceiq.com) is the leading financial media provider of comprehensive, SaaS-based marketing data and tools for the $100B Financial Advisor (FA) marketplace. With the financial advisory support of Scale Finance, AIQ has closed an institutional growth capital transaction through Fulton Bank, the lead banking subsidiary of Fulton Financial Corporation. To support a growing backlog
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Why Profitable, Growing Companies Sometimes Struggle for Financing
Source: Alan Ying Just when you think you’re out of the woods is precisely when venture capitalist and banks won’t help. Here’s why. When I started my company investing in gold coins, I had only a minimal understanding of how I might fund it. I knew what equity, and debt were, and had heard of
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Prioritizing Marketing Spend for Software-as-a-Service Companies
Source: Joel York, Chaotic Flow Before you let fly with your latest sales and marketing spending spree, make sure you’ve got your eye set on the right targets — aim for the causes of slow customer adoption or churn rather than the symptoms. Every year, SaaS businesses spend millions of dollars on tools and technology
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