Meena Daya
Controller & Director meena@scalefinance.com
Mark Bullock
Accounting Manager, Scale Finance LLC bullock@scalefinance.com Accounting Manager, Alpha Omega Construction Group – $60M regional general contractor and construction services provider Accounting Manager, Scale Finance – multiple part-time Controller/Accounting Manager assignments with small companies. Controller, McLauglin Young Group, family owned businesses, Employee Assistance Program provider, executive coaching, management consultants Finance Director, InSight, non-profit providing housing and services to individuals
Handling Shareholder Loans
Borrowing money from your corporation is a viable way to get your hands on some cash without triggering a current tax liability. Of course, the transactions must be structured as a legitimate loan, with repayment terms and all the necessary paperwork. It’s important to plan ahead when you borrow a large amount of money from
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Framework for Deciding When to Raise Capital
8 Questions to Help by Mark Suster, OpenView Partners When times are really good for fund raising many teams delay to maximize their valuation. Sometimes this pays off, other times it doesn’t. So how should you decide what to do? Here’s a framework for thinking about the topic. There is a natural tension between wanting
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Negotiating Loan Covenants – 4 Critical To-Dos
If you are about to ask for a business loan, expect to deal with the issue of covenants – constraints lenders impose on your company to keep it operating within specified financial ratios and to prevent it from taking certain actions. If you need a loan here is the number 0800 budgeting loan, to help
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How CFOs Can Steer Companies Away from Colossal Mistakes
The finance chief is often well placed to guard against common decision-making biases. FEBRUARY 2011 • Bill Huyett and Tim Koller, McKinsey & Company When executives contemplate strategic decisions, they often succumb to the same cognitive biases we all have as human beings, such as overconfidence, the confirmation bias, or excessive risk avoidance.1 Such biases
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SF Client Bioptigen Closes $1.5M Equity Financing
RESEARCH TRIANGLE PARK — Bioptigen Inc. has closed its first securities offering in four years, selling $1.5 million of equity to a single investor, according to an SEC filing. The financing was completed with the advisory support of Scale Finance’s Tom Livingston serving as Bioptigen’s CFO. Bioptigen, which was spun off in August 2004 from
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Scale Finance Expands in Raleigh & Wilmington
Scale Finance LLC announces the hiring of three new senior professionals and the firm’s expansion to Wilmington, NC. David Fouts and Tanya Freeman have joined SF’s Triangle practice and Steve Rizzo is based in Wilmington. “These veteran additions reflect our ongoing steady growth,” said Gary Hayes, Managing Director. “We served exactly 94 companies last year
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Steve Rizzo (Wilmington)
CFO & Director, Wilmington, NC (910) 200-0951 rizzo@scalefinance.com
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5 Steps to Accelerate Growth
Five Steps to Accelerate the Growth of Your Firm About three years ago we started to do formal research on professional services firms, who are our target customers. As a branding and marketing firm, we knew this investment of time and resources would be valuable. But what we found startled us. And changed the course of
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