SCALE Finance


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.

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

Our Team


Richard Veltre

Richard is the Chief Advisor of Financial Systems and Controls at SCALE Physician Group.  He brings over 22 years of experience as a Certified Public Accountant and business advisor to our client engagements. Rich has supported client organizations across all functions of the office of the CFO, including by providing outsourced CFO, controller and bookkeeping services, as well as audit, cash flow management / forecasting, and financing & capital structure advisory.

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