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Scale Finance LLC
Recent News
  • SF Client Respirics Acquired by Hisun Pharmaceuticals Co. - Feb '12
  • New $2.3M Angel Fund Launches in Triangle - Feb '12
  • SF Client Advanced Detection Technologies Acquired by AB Precision LTD - Jan '12
  • SF Closes $4.0M Debt Financing for PlanITROI, Inc. - Dec '11
Best Practice Solutions
  • Example: Private companies up to $10M in revenue
  • CFO/ Senior Controller 2-5 hours per week
  • Senior Accountant 1-3 days per week
  • Critical skills & experience; Unmatched reporting; Forecasting/budgeting; Control & division of responsibilities
  • Total cost <1% of company revenue
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Professional Consultations

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Knowledge Bank
  • Board of Directors Versus Advisory Boards - Feb '12
  • Replacing CEOs in VC-backed Companies - Feb '12
  • #1 Predictor of Failure – Premature Scaling - Feb '12
  • Venture Capital Market Update - Feb '12
Unique Value
  • Extraordinarily experienced and efficient professionals
  • Flexible, part-time solutions - use more or less as needed
  • Embedded, organic service - 100% on-site and hands-on
  • Raise debt or equity capital on best terms market will bear
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Financial Management

  • Red Flags That Can Trigger an IRS Audit

  • Be Careful With Those Shares!

  • All Revenue is Not Created Equal: The Keys to the 10X Revenue Club

  • Should Founders Personally Guarantee Bank Loans?

  • Accounting, Finance, and Groupon’s IPO Challenge

  • Expansion Stage Sales Compensation: Are You Paying Too Much or Too Little?

  • What Lenders Require in Today’s Economy

  • Financial Modeling for Software-as-a-Service Businesses

  • Best Practices in Collections

  • 8 Tips for Optimizing Your Startup’s Financing Strategy

  • Guidelines for Avoiding Small Business Fraud

  • Transfer Pricing – Maximizing Opportunities & Minimizing Risks

  • 10 Steps to a Better Product Pricing Model

  • How to Measure ROI for Social Media Marketing

  • Key Cautions to Take When Accepting Checks

  • 7 Tips for Managing Cash Flow Effectively

  • Critical Best Practices in Internal Controls: CASH

  • Large Scale Global CFO Survey Reflects Positive Outlook

  • Asset-Based Lending in Uncertain Times

  • Handling Shareholder Loans

  • Negotiating Loan Covenants – 4 Critical To-Dos

  • How to Slash Your Credit Exposure

  • Overhead Expense Reduction (new strategies)

  • 8 Steps to Immediately Reduce Workforce Costs

  • Equity for Debt Swaps in Small Companies (creative way to pay down debt)

  • How to Negotiate with your Creditors

  • Tightening Collections Lead Times – Getting Your Cash Sooner

  • Navigating More Challenging Revolving Lines of Credit Terms

  • 4 Commandments of Company-wide Cost Reduction – (contribution by Susan Clapham)

  • How-to Guide for Integrating SQL Database Content into QuickBooks – (contribution by Scale Finance’s Garrett Fisher)

  • Increasing Use of Fractional-use CFO/Controller Services – (Working Charlotte article by Scale Finance’s Dave Gilroy)

  • Monetizing A/R Into Cash – innovative new thinking for small and mid-size companies

  • Wall Street Journalpublicizes rapidly expanding use of “For-Rent” CFOs

  • Automating Invoicing/Payment Processes – Strategic Impact for small companies

  • Specialty Finance Applications – Winners & Losers

  • Benefit Cost Cutting in 2010

  • Maximizing Tax Efficiency in Case of Business Failure

  • Major Improvement in Credit Conditions – January 2010

  • 7 Things Young Companies Should Never Buy Retail – February 2010

  • Low Cost Legal Support for Start-ups Through “Series Seed” Service – March 2010

  • Audits for Startups – Be Sure This is Best for You – April 2010

  • Audits for Startups – Be Sure This is Best for You – April 2010

  • Hidden Costs of Manual Reporting in Excel – May 2010

  • To Cut Working Capital, Try Bonuses – June 2010

  • How to Not Get Audited by the IRS – June 2010

  • Buying Equipment – Cut Cost & Taxes – August 2010

  • Audit Fees Still Falling, But Not As Dramatically – September 2010

  • Five C’s of Credit – September 2010

  • Fraud Mitigation Controls for Small Companies – September 2010

  • Collections from Bankrupt Companies: Risk Managment – October 2010

  • Spreadsheet Best Practice – Retaining Numerical Values While Auto-Rounding – October 2010

  • Credit Scoring – November 2010

  • Cash Management – A Creative Option – December 2010