BOTTOMLINE PARTNERS - Key Persons

Jerry Wilcoxon

Experience Small to Midsize CFO Ops Executive, business valuations, financial business & risks analysis, forecasting & financial requirements for fast growth & operational needs, due diligence on buy & sell-side transactions, contracts & business partnerships & JVs agreements & exit strategies.

Jim Schleckser

Job Titles:
  • Growth Expert

Lori Kavle

Experience Rapid growth strategy & execution, BD, marketing innovation & effectiveness, social media & digital outreach, technology, medical & healthcare, business operations, affiliations & partnerships, new customer acquisition

Mel Duffey

Experience ESOPs planning & operational execution & performance metrics & funding, exit planning, strategic success roadmaps, leadership requirements, transition planning (family companies) & growth strategic initiatives.

Phil Robertson

Experience Rapid growth strategy & execution, BD, marketing innovation & effectiveness, social media & digital outreach, technology, medical & healthcare, business operations, affiliations & partnerships, new customer acquisition.

Tim Meyers

Experience M&As (start-to-finish), financial opportunities & risks assessments, BD, capital acquisition, strategic planning, governance & Boards, "deals" business terms & conditions expert, financing trade-offs, partnerships & strategic affiliations.