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, President of SCALE Physician Group Finance

Rich 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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Joe Keane, Chief Advisor of Finance and Managed Care Contracting

Joe brings over 20 successful years of creating value in several key C-Suite roles in the healthcare industry.  Joe’s experience ranges from building, scaling, and operating PE backed growth companies to restructuring distressed companies by serving in several Chief Restructuring Officer roles.   He has in depth experience in the Dental Service Organization (DSO) sector as well as other “Provider-side” healthcare management sectors including hospital, institutional pharmacy, long-term care, orthodontics, and vision.

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Frank P. Turner, Chief Advisor of Restructuring

Frank brings 30 years of experience to SCALE and has been involved in a variety of corporate debt restructurings totaling more than $12 billion.  He has successfully negotiated with first lien, second lien, unsecured, and subordinated debt holders, and equity owners.  His turnaround transactional experience encompasses both in and out-of-court restructurings, leading DIP and exit financings, arranging equity rights offerings, negotiating debt-to-equity exchanges, mergers & acquisitions, and selecting new boards of directors and management teams.

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Michael J. Bradley, Jr., MBA, Chief Advisor of Healthcare System Valuations

Michael brings 30 years of experience in healthcare financial and operational consulting, specifically within the independent physician practice and/or hospital-owned practice network environment to SCALE Physician Group.  His experience includes financial valuation services, contract management for physician networks, development of physician financial and billing systems, revenue cycle performance improvement, and a variety of specialized healthcare consulting engagements.

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