About Scale Finance About Scale Finance About Scale Finance Welcome to Scale Finance We welcome the opportunity to provide our best professional perspective on any situation with complete confidentiality and discretion at no cost. Mission We are entrepreneurs serving entrepreneurs with the most cost-effective & flexible finance & accounting support available for small companies Vision […]
Professional Consultants at No Cost At Scale Finance, we are passionate about serving entrepreneurial companies! With over 15 years of experience in building, advising, acquiring, and investing in entrepreneurial companies, we are well-positioned to assist you. We would be delighted to extend our professional expertise across different use cases, ensuring complete confidentiality and discretion. Feel
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Mergers & Acquisitions Mergers & Acquisitions Scale Finance offers unique, flexible, cost-effective advisory support for mergers and acquisitions (M&A). Our services include company or division sales, sales of assets in Chapter 11 Bankruptcy (Section 363), recapitalizations, valuation or fairness opinions, and support in facilitating acquisitions for growth companies. We implement professional, comprehensive, and thoroughly managed
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Business Valuations Business Valuations Scale Finance provides expert business valuation services to private firms seeking formal or less formal independent assessments of the value of their business. Often, our valuations are mandated for tax or regulatory reasons and must adhere to specific, publicly available standards, such as section 409A or other requirements set by the
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Capital Raise Services Capital Raise Services Scale Finance offers unique expertise in assisting businesses to secure institutional growth capital, including working capital facilities, asset-based loans, term loans, subordinate debt, growth equity, or venture capital. We focus on financings between $1- $25 million, leveraging our strong access and connectivity within the specialty finance, commercial lending, mezzanine,
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CFO Services CFO Services Scale Finance offers veteran Chief Financial Officer on a part-time, interim, or special project basis (e.g., strategic initiatives, transactions,, restructurings or bankruptcies,, accounting system integration, sales tax, clean-ups). Our clients benefit from getting the right level of professional experience and impact—when they need it and at the desired weekly time commitment (e.g.,
News News BELAY Acquires Scale Finance to Expand Fractional Financial Services ATLANTA, January 24, 2024 — BELAY continues to expand its exceptional client… Read More Former Scale Finance Client Payzer Acquired by WEX Source: Business Wire High-growth field service management platform at the convergence of… Read More Scale Finance Closes $20M ABL Financing for TRA
Videos Videos How Will a CFO Impact My Business? Why Use Part Time Professionals at CFO, Controller & Accountant Level? What is a Fair Valuation of My Business? Can Scale Finance Help Me Buy or Sell a Business? How Do I Raise Capital To Grow My Business? What Are Other Business Owners Saying About Scale
Graf Research™ unleashes innovation by developing ideas into disruptive technologies. The Graf mission aims to perform research, provide services, apply analytics, and create products that enable secure, high-performance, embedded, and adaptive computing solutions.
When the Director of Finance for Graf was leaving the company, Graf needed an experienced financial team to get them through the transition. Managing Director Gary Hayes was introduced to Graf and determined that CFO Rendy Richards and Controller John Schefke would be an ideal combination. These two were particularly important because Graf is a U.S. Government contractor, and both Richards and Schefke have strong backgrounds and deep skill sets in this industry.
The two Scale Finance professionals quickly responded to Graf’s time-sensitive need, logically split up the work, learned the DELTEK version used by Graf, introduced more efficient processes and techniques, and helped meet their financial reporting needs. Our professionals also determined that the Senior Staff Accountant was underutilized and helped her grow into a permanent, cost-effective Controller role.
FX HedgePool (FXHP)
FX HedgePool (FXHP) is a New York and London-based highly innovative fintech company. FXHP is an award-winning peer-to-peer matching platform that optimizes the FX swaps market. The Company eliminates market impact and minimizes the effects of volatility – significantly improving outcomes for all investors.
FXHP’s unique credit model separates liquidity from credit, creating a new source of safe and dependable liquidity for the swaps market. The Company exists for the community, guided by the community with a “win-win-win” commitment that helps members, underlying investors, and banks yield safer and better results.
Scale Finance began serving FXHP years ago, providing annual business valuations to support 409A compliance for the Company’s management incentive equity plan. During this period, Scale Finance Managing Director Dave Gilroy advised FXHP about potential strategic corporate transactions. In 2022, the Company decided to raise institutional venture capital. Scale Finance managed this process from end to end, resulting in a highly successful closing of an $8 million Series A equity financing led by Information Venture Partners with participation from Fidelity International Strategic Ventures and NAventures (National Bank of Canada’s corporate venture capital arm).
Scale Finance continues to provide periodic business valuation support.
Heritage Trust
As the first independent trust company in New Mexico, established in 1994, Heritage Trust (HT) uses innovation, experience, and flexibility to meet clients’ needs. HT provides a full range of trust services, e.g., acting as their client fiduciary for their Trust assets, being an executor or personal representative related to the distribution of estate assets, managing and growing financial assets, and preparing annual tax returns for trusted clients.
Co-Founder and Managing Director of Scale Finance Gary Hayes has been providing CFO and managing Controller support since February 2021. We have streamlined their monthly and year-end close process and established budget/forecast capability to support management. Their business has grown over 40% since Scale Finance has been involved with the company’s financial management. Gary has also participated in Board Meetings as and when needed.
Southland Transportation Company
Southland Transportation provides transport, supply chain, and campus management services on a local, regional, and nationwide basis. When Southland contacted Scale Finance, they had a strong accounting staff but no Controller or CFO. After an unsuccessful search for a full-time CFO, Southland engaged CFO and Partner Rendy Richards as their fractional CFO.
Over 18 months, Richards helped integrate a new acquisition, made improvements in accounting and finance processes, developed the company’s first-ever annual budget, helped with the onboarding of a new Controller, and provided business valuations in conjunction with Scale Finance’s Managing Director, Dave Gilroy.
For over six decades, Cooper Electrical has served a wide range of industrial, commercial, and municipal customers across the Southeast, providing best-in-class Electrical Design/Build, BIM, Prefabrication, Instrumentation & Controls, and Calibration services. Cooper’s expertise spans multiple major markets, including bio-pharmaceutical, chemical, water & wastewater, power generation, manufacturing, gas production & transmission, and food & beverage.
When Cooper’s CFO left the company for another opportunity, the owners engaged Rendy Richards as interim CFO while they searched for a full-time replacement. On a half-time basis over eight months, Richards kept the company’s financial organization humming, made improvements in several business processes, initiated a detailed financial forecast, and met with the owners to share his observations and recommendations on the most feasible way to staff their finance and accounting department cost-effectively.
SymmetryRX, LLC
SymmetryRX is a leading provider of eSampling services allowing Pharma Manufacturing companies to access physician practices for the ordering and distribution of drug samples across the US. The Company was acquired in November 2018 from Aptus Health, a wholly-owned subsidiary of Merck. Since then, the company has expanded its robust suite of services that provides pharma manufacturing executives, brand managers, sales managers, product managers, and launch managers the ability to help more patients have greater access to samples, improving medication adherence and healthcare outcomes.
Co-Founder and Managing Director of Scale Finance Gary Hayes has been providing CFO Services to the Company since 2018 and was integral in the acquisition process, facilitated initial financing to support the company with a 7A SBA loan package of $600 thousand and an SBA-backed $300 thousand LOC. Since then, Gary has been actively providing CFO support across financial reporting, budgeting, forecasting, cash planning, and strategic planning.
