Joining Our Firm


Scale Finance LLC is a strong corporate finance team that provides an innovative and well-marketed platform for distinctive CFO and Controller services.  Entrepreneurial-minded, veteran CFOs who join our Firm benefit from a team with shared values and common commitment to excellence in client service.

We firmly believe that scale is multiplicative in terms of marketing, brand, mind-share/awareness, the breadth and depth of skills the firm can bring to bear and the efficient utilization of junior resources.  Clearly the whole is much more than the sum of the parts.

Successful sole-practitioners joining Scale Finance can leverage several key advantages:

  1. Be a part of a winning team (ethically, intellectually, professionally, economically more rewarding at a fundamental level, and more fun as well);
  2. Leverage shared operating structure: internal finance/accounting/reporting; tax reporting; collaboration & time-keeping software; professional and general liability insurance; broker/dealer compliance for success fee based M&A and capital raise transactions; personnel background checks/alerts; licenses; bank service fees; office supplies; disability insurance coverage; website/email/hosting, and (most significantly) marketing;
  3. Profit from opportunities that you either could not win alone or could not complete alone or both (e.g. biotech if you’re whole professional background is finance for IT companies);
  4. Have organizational weight and scale needed to efficiently and effectively market your services (e.g. Scale Finance website, conference booth/sponsorships, press releases, monthly email Finance Bulletin out to more than 7,000 people, natural search, paid search, panel participations, referral gift program, trade advertising – we are steadily increasing marketing and brand-building on all fronts);
  5. Have organizational resources and scale needed to deploy and leverage junior personnel (Controllers, Accountants) which improves your work, lowers cost for clients, means less grudge work that you don’t want to do, and offers additional earnings for you personally;
  6. Build a practice within a Firm with a highly respected, significant market presence long-term;
  7. Potentially participate in equity value long term if awarded Partnership in the Firm.

Fundamentally, Scale Finance CFOs have uniformly experienced greater earnings potential on board with our Firm than during their prior experience as sole practitioners. We also believe that the key to accretion is: (1) bringing on truly exceptional people with shared values, (2) simultaneously adding new clients and successful engagements, and (3) offering premium economic rewards tied to individual contributions in building a great Firm.

In summary, our professionals are at Scale Finance because they’re realizing, “It’s a cool place, I’m better than I used to be, and I’m growing every day – making a huge difference in helping entrepreneurial companies succeed.”

Please Contact Us today and let’s discuss whether we can work together.