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Scale FinanceScale Finance Logo, Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Charlotte · Raleigh – Durham · Chapel Hill · Triad · Southern Pines · Coastal Carolina
Closing the GAAP to Scale Your Business
The FINACA Logo
919-230-4667
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  • Joining Our Firm

Joining Our Firm

Scale Finance LLC is a strong corporate finance team that provides an innovative and well-marketed platform for distinctive CFO and Controller services. Entrepreneurial-minded, veteran CFOs who join our Firm benefit from a team with shared values and common commitment to excellence in client service.We firmly believe that scale is multiplicative in terms of marketing, brand, mind-share/awareness, the breadth and depth of skills the firm can bring to bear and the efficient utilization of junior resources. Clearly the whole is much more than the sum of the parts.

Successful sole-practitioners joining Scale Finance can leverage several key advantages:

  1. Be a part of a winning team (ethically, intellectually, professionally, economically more rewarding at a fundamental level, and more fun as well);
  2. Leverage shared operating structure: internal finance/accounting/reporting; tax reporting; collaboration & time-keeping software; professional and general liability insurance; broker/dealer compliance for success fee based M&A and capital raise transactions; personnel background checks/alerts; licenses; bank service fees; office supplies; disability insurance coverage; website/email/hosting, and (most significantly) marketing;
  3. Profit from opportunities that you either could not win alone or could not complete alone or both (e.g. biotech if you’re whole professional background is finance for IT companies);
  4. Have organizational weight and scale needed to efficiently and effectively market your services (e.g. Scale Finance website, conference booth/sponsorships, press releases, monthly email Finance Bulletin out to more than 7,000 people, natural search, paid search, panel participations, referral gift program, trade advertising—we are steadily increasing marketing and brand-building on all fronts);
  5. Have organizational resources and scale needed to deploy and leverage junior personnel (Controllers, Accountants) which improves your work, lowers cost for clients, means less grudge work that you don’t want to do, and offers additional earnings for you personally;
  6. Build a practice within a Firm with a highly respected, significant market presence long-term;
  7. Potentially participate in equity value long term if awarded Partnership in the Firm.

Fundamentally, Scale Finance CFOs have uniformly experienced greater earnings potential on board with our Firm than during their prior experience as sole practitioners. We also believe that the key to accretion is:

  1. bringing on truly exceptional people with shared values,
  2. simultaneously adding new clients and successful engagements, and
  3. offering premium economic rewards tied to individual contributions in building a great Firm.

In summary, our professionals are at Scale Finance because they’re realizing, “It’s a cool place, I’m better than I used to be, and I’m growing every day – making a huge difference in helping entrepreneurial companies succeed.”

Please Contact Us today and let’s discuss whether we can work together.

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Knowledge Bank

Collaboration Versus Complacency in the Board Room

How Family Offices Review Potential Investments

The Role of a CFO in Mergers & Acquisitions

Startup Expenses – What Exactly is Deductible

The Smell of Burning Cash is Spreading

5 Things to Consider When Your Competitor Makes an Offer

Matching Grants: What Does Your State Have?

Revisiting Sales Tax on Software

How Hard is it to Earn a 10X Return on Investment?

Using Purchase Order Financing to Access Working Capital

6 Costly Mistakes to Avoid When Fraud is Suspected

Beyond Valuation – Factors that Sellers Weigh in a Deal

9 Traits of a Rockstar Part-time CFO

Understanding Asset Sales Versus Stock Sales in Corporate M&A

Managing Cost of Outsourced Software Development

Initial Coin Offerings (ICOs) and Implications for Venture Capital

Venture Capital Market Update – Turbulence Ahead

Quality of Earnings: A Critical Component of Due Diligence

Business Valuations – How Long Until Expiration?

Which Way to Grow – Horizontal vs. Vertical Mergers

Explore the Knowledge Bank…

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Recent News

Scale Finance Advises on Debt Financing for Alpha Waste Industries, Inc.

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

Scale Finance Closes Acquisition of Raleigh Metal Recycling by Elite Waste Services

Scale Finance Advises on Debt Financing for Pediatric Advanced Therapy

Scale Finance Closes Growth Equity Investment for Better Car People LLC

Scale Finance Closes Sale of Cayden Security to SCE Group

SF Client EarthKind Secures Growth Investment

Scale Finance Advises AMTdirect on Strategic Growth Investment

SF Closes $3M Growth Capital Raise for SonaCare Medical

Scale Finance Closes Sale of The Education Center to Infobase, Inc.

Scale Finance Closes $8.0 Million Growth Financing for CTL Packaging USA

Scale Finance Advises on Sale of DDDigital to MassRoots, Inc.

Scale Finance Closes Acquisition of Oneliance Group, LLC

Scale Finance Advises on Sale of Eastern NC Medical Group to Family Care Partners

Scale Finance Closes Sale of Yodil, LLC to Duck Creek Technologies

Scale Finance Closes $3.0 Million Growth Equity Investment in Atlantic Research Group

Scale Finance Closes Sales of North Shore Resorts and Luna Sands Resort to TRA

More News…

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Ask the CFO

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Media

Scale Finance Managing Director Dave Gilroy interviewed on WSIC Radio (local Fox affiliate)

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Entrepreneurial Tips

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  • CIE Life Sciences Panel Discussion
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FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

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Securities and offering services through Alchemy Securities, LLC. Members FINRA and SIPC.