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SCALE Finance Consulting – Our Process
Achieve performance clarity and transparency on behalf of key provider platform stakeholders.
Formalize Internal Processes
- Bank covenant compliance management
- Internal controls augmentation
- Audit readiness
- A/P processing automation & cost reduction
- Month Close process improvement
- Tax strategy/planning
Develop Actionable Business Intelligence
- Cash to accrual conversion
- Financial & ERP systems design, implementation, management
- Unit economics analysis
- Budgeting & performance variance analysis
- Cash flow forecasting & scenario analysis
- Business initiative forecasting & scenario analysis
- Provider compensation reporting & analysis
Execute Transactional Functions Efficiently
- Buyside – diligence, integration planning & execution, post-close
- Sell side – diligence, QofE process management, carve-out planning & execution
- Provider Syndication – pro forma syndication analysis
- Restructuring – scenario analysis, DIP budget preparation
Leverage Turnkey Fully Managed Services
- CFO/Controller
- Bookkeeping
- Payroll processing
SCALE Finance Consulting – Representative Work





OUR TEAM
Finance Experts
OUR TEAM
Who To Contact
Head of Business Development
SENIOR VICE PRESIDENT, PLATFORM DEVELOPMENT
CO-FOUNDER & PRESIDENT
CO-FOUNDER & CEO