Scale Finance

Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Charlotte · Raleigh – Durham · Chapel Hill · Greensboro · Southern Pines · Wilmington
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  • Joining Our Firm
  • September 11, 2017

Information Technology

  • T1 Visions, Inc.—highly innovative multi-touch touchscreen software for social/multi-user applications in retail, healthcare, corporate, education, and hospitality (CFO Services, Transaction Services)
  • InMotionNow, Inc.—SaaS provider of online content review and approval solutions for ad, media, printing, and publishing enterprises (CFO & Controller Services)
  • Isis—mobile commerce joint venture formed by AT&T Mobility, T-Mobile USA, and Verizon Wireless (CFO, Controller & Project Management Services)
  • LCMS+, Inc.—advanced learning and curriculum management system focused on medical education (CFO Services)
  • Thompson Automotive Labs, Inc.—national provider of high technology automotive diagnostic tools (Controller Services)
  • Percona, Inc.—national provider of open-source software and services for MySQL users (CFO Services)
  • SecurEdge Networks, Inc.—provider of specialized solutions for secure mobility, data security, visual communications, and learning systems (Controller Services)
  • MasCharts, Inc.—Software-as-a-Service medical applications to facilitate collaboration between physicians and patients (CFO Services)
  • Gridiron Ventures, LLC.—mobile applications platform supporting direct communications with professional athletes (CFO Services)
  • Garrison Enterprises, Inc.—web-based environmental health data management and compliance software (Controller Services)
  • Lunasee, Inc.—national provider of innovative lighting products for cyclists (CFO Services)
  • Yodil, Inc.—Software-as-a-Service business intelligence applications for insurance carriers, MGAs, and agencies (Controller Services, Transaction Services)
  • Black Locust, Inc.—price monitoring and optimization software for eCommerce businesses (special Advisory Services)
  • Emporos Systems Corp.—provider of proprietary point-of-sale software for specialty and retail pharmacies (Controller Services)
  • TechStructures LLC—regional provider of applications development and information technology management and consulting services (Controller Services)
  • Enveniam, Inc.—provider of proprietary software, hardware, and services for exterior lighting control (Transaction Services)
  • 509 Technologies, Inc.—provider of high-speed, industrial personalization solutions to the non-financial and direct mail card markets (CFO Services)
  • Volvo Information Technology North America, Inc.—provider of product lifecycle management, SAP, and other IT solutions to industrial companies (CFO Services)
  • NextLot, Inc.—provider of private-label online auction platform solutions (CFO Services)
  • Secure Enterprise Computing, Inc.—provider of high quality security solutions to retail, financial, healthcare, pharmaceutical, education, and government sectors (Analytical Services)
  • Winston Joseph, Inc.—national provider of advanced point-of-sale technology integration services (CFO Services)
  • Organic Bouquet, Inc.—mission-based global leader in organically-grown flowers e-commerce (CFO Services)
  • StatSheet, Inc.—innovative online sports media company providing dynamic content and visualization (CFO Services)
  • TruPoint Partners, Inc.—provider of innovative compliance tools for financial services companies (Transaction Advisory Services)
  • 180Create, Inc.—provider of advanced social media content syndication tools (CFO Services)
  • xChange Automotive LLC—online auction and digital marketplace for autos (CFO Services)
  • Ovation Wireless Management, Inc.—national provider of advanced procurement, provisioning, and mobile device asset-tracking services for large enterprises (CFO Services)
  • SciMed Solutions, Inc.—custom web applications and website development services for clinical, education, and research communities (CFO Services)
  • Net Friends, Inc.—regional provider of full-range IT support services for commercial customers (CFO Services)
  • Jackrabbit Technologies, Inc.—web-native specialty class management and accounts receivable SaaS (CFO Services)
  • SageServer IT Solutions, Inc.—regional provider of computer & network support, IT consultation, project management, and web development services (CFO & Controller Services)
  • Tego Data Systems, Inc—provider of data storage, recovery, and virtualizations solutions and services (CFO & Controller Services)
  • SIMTone, Inc.—provider of proprietary cloud computing platform enabling efficient hosting, management, and quick provisioning of cloud-hosted services (CFO & Controller Services)
  • Interactive Holdings, LLC—leading end-to-end digital communications solutions company (CFO & Controller Services)
  • Heels.com, LLC—specialty e-commerce focusing on designer shoes for women (CFO & Controller Services)
  • Barbour Consulting, Inc.—regional provider of software products, IT consulting, software development, web portal design & development services (CFO & Controller Services)
  • MoveableCode, Inc.—wireless handheld applications software company (CFO & Controller Services)
  • Direct Response Concepts, LLC.—innovative software for web-based advertising and rewards solutions (CFO & Controller Services)
  • Bit Cauldron, Inc.—advanced technology engineering, product design, development, and support services with select proprietary products (CFO & Controller Services)
  • American Research Institute, Inc.—provider of advanced immersion and 3D-based training facilitation software (CFO & Controller Services, Transaction Advisory)
  • Smart Online, Inc.—advanced web-based software and custom web applications for small companies (CFO & Controller Services)
  • Fam Photory, LLC—integrated digitized photography with story-telling (CFO & Controller Services)
  • Market Vue Partners, Inc.—online provider of customer market, profiling, and mapping tools (CFO & Controller Services)
  • Meridian Kiosks, Inc.—designer and manufacturer of custom, high technology kiosks (CFO Services, Transaction Advisory)
  • RealServ, LLC.—integrated document and transaction management software for real estate agents (CFO & Controller Services)
  • Get Interactive, Inc.—software-based advertising solutions for online video (CFO Services, Transaction Advisory)
  • Worldwide Wireless Networks, Inc.—publicly traded regional wireless services provider (Transaction Advisory)
  • M3 Technology Group, Inc.—wireless messaging and communications management services (CFO & Controller Services)
  • NeoNova Network Services, Inc.—provider of IP-based internet access solutions and services (CFO & Controller Services)
  • Network Management Partners, Inc.—provider of managed IT services for small business (CFO & Controller Services)
  • Actium Advisors, LLC—wireless communications services company (CFO & Controller Services)
  • Network Communications Technology, Inc.—regional provider of structured cabling and voice-over IP solutions (Transaction Advisory Services, Controller Services)
  • Optimal Mapping, Inc.—innovative geospatial imagery, mapping, and data solutions (Transaction Advisory Services)
  • Velleros, LLC—carrier-grade messaging and content solutions for telecommunications providers (Controller Services & Valuation Services)
  • On-Site Computer Solutions, Inc.—regional provider of IT support solutions to small businesses (Controller Services, Transaction Advisory Services)
  • Aegis Mobile, Inc.—wireless communications software company (Controller Services)
  • Quaero, Inc.—provider of analytical, technology-driven marketing services (Transaction Advisory)
  • Live Oak Technologies, Inc.—wireless video semiconductor company (Transaction Advisory)
  • Century Control Systems, Inc.—manufacturer of industrial process controls (CFO Services)
  • Preation, LLC—web applications development Company (CFO Services)
  • PrepChamps, Inc.—online solutions and media company for high school athletes (CFO & Transaction Advisory)
  • Relevance, Inc.—software development services company (CFO Services)
  • eRadlink Corp.—proprietary laser digitizing technology for the teleradiology market (Transaction Advisory)
  • Companion Cabinet Software, Inc.—kitchen cabinet contractor enterprise resource planning software (CFO Services)
  • Arrendale Associates, Inc.—medical transcription workflow software company (CFO & Transaction Advisory)
  • Meta Security Group, Inc.—network security software and services company (company sale to Scalable Software, Inc; CFO Services, & interim CEO Services)*
  • FullScope, Inc.—software and integration services company (Board Director, multiple growth capital financings and Strategic Advisory Services)*
  • Advanced Detection Technology, LLC—physical security access control solutions company (CFO & Transaction Advisory)
  • CounterTrade Products, Inc.—computer equipment distributor for federal government (Financial & Transaction Advisory)*
  • Digital Circuit Solutions, Inc.—outsourced manufacturer and repairer for circuit boards (CFO Services)
  • Digital Media Communications, Inc.—internet based video advertising solutions company (CFO Services)
  • F-Origin, Inc.—manufacturer of advanced touch screen modules for mobile and other devices (CFO and Transaction Advisory)
  • FlexView Sytems, LLC—manufacturer/ marketer of advanced imaging equipment for dental offices (Controller Services)
  • FSDashboard, Inc.—online hub and automation tools for fantasy sports players (CFO & Transaction Advisory)
  • CT Communications, Inc.—publicly-traded regional telecommunications carrier (Controller Services)
  • Time Warner Cable, Inc.—publicly traded cable and media company (Controller Services)
  • MedFlow, LLC—electronic medical records for Ophthalmology physician practice groups (Controller Services)
  • Crispin, Inc.—cable TV content management software company (Controller Services)
  • Insitutec, LLC—nano-scale precision and micro-fluidics device manufacturer (CFO & Controller Services)
  • Terra Imaging, LLC—leading provider of specialty GPS solutions including golf resort mapping and mobile cart solutions (CFO & Accountant Services)
*Reflects Mr. Gilroy’s experience as Partner in 3rd fund of Venture Capital firm, Wakefield Group LLC (1999 – 2010)

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

Knowledge Bank

Top 4 Reasons M&A Deals Fall Through

Business Valuation – How to Think about Pre/Post Money Valuation

Handling Corporate Shareholder Loans

State of the Venture Market – May 2017

9 Alternative Sources of Financing

What Makes a Good or Bad Audit Committee?

Organic Versus Inorganic Growth

Selling a Distressed Company – Achieving a “Best Possible” Outcome

Professional Consultations

We welcome the opportunity to provide our best professional perspective on any situation with complete confidentiality and discretion at no cost.
Learn more...

Media

Scale Finance Managing Director Dave Gilroy interviewed on WSIC Radio (local Fox affiliate) Feb 2014

/wp-content/uploads/2014/02/David-Gilroy-Interview-Local-Biz-Now-2-7-14.mp3

Entrepreneurial Tips

  • Funding Tips from Scale Finance
  • CIE Life Sciences Panel Discussion
  • Why Use Fractional CFO Services

FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

Scale Finance, LLC

Recent News

Scale Finance Closes Sale of The Education Center to Infobase, Inc.

Scale Finance Closes $8.0 Million Growth Financing for CTL Packaging USA

Scale Finance Advises on Sale of DDDigital to MassRoots, Inc.

Scale Finance Closes Acquisition of Oneliance Group, LLC

Scale Finance Advises on Sale of Eastern NC Medical Group to Family Care Partners

Scale Finance Closes Sale of Yodil, LLC to Duck Creek Technologies

Scale Finance Closes $3.0 Million Growth Equity Investment in Atlantic Research Group

Scale Finance Closes Sales of North Shore Resorts and Luna Sands Resort to TRA

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Securities and offering services through Alchemy Securities, LLC. Members FINRA and SIPC.