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Overview

SCALE’s financial services offering helps provider platforms achieve performance clarity and transparency by formalizing internal processes, developing actionable business intelligence, executing transactional functions efficiently, and leveraging SCALE’s turnkey fully managed services.

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SCALE Healthcare Finance
SCALE Finance has been supporting its Client through sellside readiness preparation and execution.
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SCALE Healthcare Finance
A large multi-state practice engaged us to implement financial management, discipline, and visibility to prepare for a potential acquisition. 
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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

Kevin Gillis

Head of Business Development

Bill Ingram

SENIOR VICE PRESIDENT, PLATFORM DEVELOPMENT

Jason Schifman

CO-FOUNDER & PRESIDENT

Roy Bejarano

CO-FOUNDER & CEO

What Our Client Partners Say

  • Sing Orthodontics is a different and better company due to SCALE Healthcare Finance. For too long, we flew blind. With the help of SHF, we now have timely, actionable information and metrics with which management can make decisions. This is making all the difference for us.

    Jim Usdan
    Jim Usdan CEO, Sing Orthodontics

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