Brad Morton Email and Phone Number

Salem Investment Partners (www.salemip.com) is a private SBIC fund specializing in investments and partnerships with privately-held and lower middle market businesses. Salem focuses on partnering with management teams to provide capital for management supported buyouts, acquisitions, and growth investments. Investments range from $2 million to $10 million of structured capital in the form of subordinated debt with warrants or preferred equity.

​We are committed to helping small to mid sized businesses grow by specializing in loans between $100,000 and $2 million. We provide the tools needed to help business owners grow their businesses. ​Trusted by many business owners, Badger Capital has funded over $13,000,000 to help businesses grow. Badger Capital helps small to mid-size businesses get the working capital they need to grow, providing funding to businesses in several industries. Our work ethic, problem solving abilities, agile approach, customer-focused delivery and great service keep Badger Capital at the forefront of the industry.​Badger Capital’s commitment and proprietary risk models offer insight into the strength and day-to-day operations of small to mid-size businesses. We forecast based on the strength of these businesses, with a unique approach proven to be highly predictive of actual risk.

NextGen CFO bridges the gap between the Owner/CEO and various aspects of finance, both internal and external. We work with our customers to improve or transform important functions such as: strategy development, financial reporting, budgeting, forecasting, improving cash flow, assisting with buy/sell transactions, developing business plans, and/or preparing companies for sale. In short, we help to create value.Small and medium-sized companies are the driving force in the economy today. NextGen CFO recognizes that most owners and CEOs need higher-level financial advisors, but they may not need or be able to afford a full-time CFO.As the Piedmont Triad’s largest provider of part-time (or fractional) CFO services, we proudly serve over eighty local companies, and we offer a wide range of capabilities to our valued customers.www.nextgencfo.com

Led effort to combine all RCM employees under one organizational structure eliminating corporate and division distinctions and building one culture (from ~1,000 employees to over 2,000 employees).Led effort to consolidate the number of front-end RCM locations from 36 to 4. The consolidation allowed for standardization and creating a Lean culture while delivering an IRR of 25%. The project included negotiation of incentives from the city, county and state governments. Launched and maintained the Lean culture in RCM which resulted in a DSO reduction of 9 days. Worked with outside consulting firm to identify savings in the areas of labor efficiencies, bad debt improvement and revenue recapture. The total savings range from $120M to $155M with $43M committed in the 2015 budget. Collaborated with CIO to present a 5-year platform modernization program to Board of Directors receiving approval and funding.

Responsible for all aspects of patient communications with the revenue cycle including the design and implementation of customer service and collection programs. Initiated the company’s time of service cash collection programs in Patient Service Centers and with In-Office Phlebotomists which required heavy collaboration with the company’s operating divisions.

Responsible for project management and cost containment of company-wide effort to consolidate laboratory and billing platforms. Over 90% of the company’s domestic laboratory revenue is now on one system. This was key foundational effort to enable consolidation, standardization, Lean process improvements and platform modernization.

Responsible for all aspects of financial reporting (internal, Board of Directors, SEC, etc.). Extensive involvement in Initial Public Offering process working closely with investment bankers and external auditors.

Supervising Senior Accountant / Senior Accountant / (bypassed Staff Accountant position) / Assistant Accountant