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

Travel Resorts of America (www.travelresorts.com) is pleased to announce the closing of a $7.0 million loan for its North Carolina Sycamore Lodge 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 […]

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How Family Offices Review Potential Investments

Source: Richard Wilson, The Family Offices Group Family offices receive an overwhelming number of requests from fund managers and companies to review their investment opportunity and consider making an investment. While evaluation processes vary, here are five key steps many use to conduct an initial review. This is not the complete process (there are usually many

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Misty Weisbrod

CFO & Director weisbrod (at) scalefinance.com Chief Financial Officer, Scale Finance—miscellaneous SF clients including A. Shawn Group, RGXC, Galway Company, and others Chief Financial Officer – Healthy Back Store, LLC (2011- 2018)—20+ location and approximately $30M per year revenue retail chain. Managed all accounting and financial operations functions, budgeting/forecasting, financial planning and analysis, merchandise purchasing

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5 Things to Consider When Your Competitor Makes an Offer

Source: Dan Hammaker, Axial Markets Competition does not preclude cooperation – just ask Apple. Even if doing business with a competitor would be unreasonable, considering rival companies when developing an exit plan can prove profitable. In many cases, competitors are the best option for a selling business owner and ultimately make great acquirers. However, selling

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