Custom Scope · Project-Based

Specialized Advisory

Strategic finance and analytical support for complex, transaction-driven, and specialized mandates.

01

M&A & Transaction Support

Financial analysis and modeling that helps management and investors evaluate, execute, and integrate strategic transactions.

  • ·Financial analysis
  • ·Transaction modeling
  • ·Diligence support
  • ·Scenario analysis
  • ·Strategic transaction evaluation
  • ·Integration and value-creation planning
02

Intellectual Property & Licensing Economics

ScaleCFO provides financial, commercial, and analytical support for intellectual property ("IP"), licensing, royalty, and technology commercialization matters.

ScaleCFO does not provide legal advice. In dispute or litigation matters, ScaleCFO provides financial, commercial, analytical, modeling, and economic support to counsel and clients.

  • ·IP and licensing economics
  • ·Royalty and revenue analysis
  • ·Licensing scenario modeling
  • ·Commercialization economics
  • ·Market and competitive research
  • ·Financial damages / economic analysis support
  • ·Financial modeling supporting disputes or negotiations
03

University & Research Institution Technology Commercialization

ScaleCFO supports university technology transfer offices, research institutions, and commercialization teams evaluating the financial and commercial potential of IP and emerging technologies.

  • ·Commercial opportunity assessment
  • ·Market sizing
  • ·Licensing economics
  • ·Royalty scenario modeling
  • ·Commercialization strategy
  • ·Financial modeling
  • ·Spinout / startup economics
  • ·Capital requirements
  • ·Industry and competitive research
  • ·Decision-support materials
04

PE / Portfolio Company Initiatives

Analytical and finance capability support for investment-backed organizations pursuing performance and value-creation priorities.

  • ·Finance transformation
  • ·Performance improvement
  • ·KPI architecture
  • ·Strategic planning
  • ·Reporting
  • ·Data / analytics
  • ·Value-creation initiatives
05

Special Situations

Independent analytical support for unusual or time-sensitive financial questions.

  • ·Complex financial analysis
  • ·Strategic alternatives
  • ·Capital structure questions
  • ·Disputes / litigation support
  • ·Independent analytical projects
  • ·Management decision support

Custom scope.

Specialized mandates vary in complexity and are scoped individually. ScaleCFO accepts a limited number of project-based engagements.

Discuss a Specialized Engagement