Veteran CFO David Worrell Joins Scale Finance

Scale Finance LLC announces that veteran entrepreneur and CFO David Worrell has joined as a CFO & Director of Scale Finance in Charlotte, NC. “David fits extremely well with our firm,” comments Managing Director, Dave Gilroy. “We have worked together on various projects for over 10 years and are very familiar with the exceptional profile David has established in the entrepreneurial community, not just in Charlotte, but nationally as well.”

David is merging his own robust CFO services practice into the Scale Finance platform so we welcome the addition of new clients including SwiftDogz, Metro Greenscape, Obentec, Graham Foods, Ballancrest Academy,, and others.  Worrell had been offering CFO services under the name Rock Solid Finance.

David Worrell’s background includes serving as CFO for 5 companies including AmeriStart, Inc., Ballancrest Academy, and publicly-traded Feel Golf, Inc.  Before coming to Charlotte, David ran Corporate Development for international healthcare consultancy, Chicago Tokyo Group in Tokyo and evaluated public telecom and wireless companies as an Analyst for Kagan World Media, Inc. in San Jose, California.

A consummate entrepreneur himself, David previously built and sold Monterey Venture Partners and InfoQuest, Inc. David is a high profile, well respected member of the Charlotte entrepreneurial community, serving on the board of the Entrepreneur Leadership Council at Queens University and in the Entrepreneur in Residence program at Packard Place. Finally, David is a prolific writer who is now authoring “The Entrepreneurs’ Guide to Financial Statements” to be published by ABC-Clio under the Praeger Press imprint next year.

In addition to adding over 40 new clients year to date in 2012, Scale Finance is also having an exceptionally strong year, closing major growth capital raises and M&A transactions. Completed deals year to date include capital raises for Northwest Companies, Enveniam, Inc., AtoZ Companies, The Coupon Doc, and Yodil, Inc.; and the sale of a Greensboro-based educational media company in a bankruptcy proceeding in Q2.

Dave Gilroy added, “Joining forces with David Worrell illustrates a key way Scale Finance expects to continue growing our firm. We offer a strong value proposition to individual professionals who are already doing what we do in providing CFO & Controller services to entrepreneurial companies. Joining the Scale Finance platform and leveraging our full team’s resources, our infrastructure, and our marketing engine enables great CFOs to grow their practices faster.”

Connect with David Worrell through his LinkedIn profile (, by email ( or phone at 704-614-2701.

About Scale Finance
Scale Finance LLC ( provides contract CFO services, Controller solutions, and support in raising capital, or executing M&A transactions, to entrepreneurial companies. The firm specializes in cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, business valuations, and other financial management, and provides strategic help for companies raising growth capital or considering M&A/recapitalization opportunities. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up to tens of millions in annual revenue. Scale Finance LLC has offices throughout the southeast including Charlotte, Raleigh/Durham, Greensboro, Wilmington, Washington D.C. and South Florida with a team of more than 30 professionals serving more than 100 companies throughout the region.