Getting Started
NextGen uses a simple, 4-step consultative process to ensure you are paired with the best-fit CFO for your needs, and that we can provide value to you and your company. Our process involves the following easy steps:
Initial Meeting
An initial no-cost meeting is scheduled, often over a cup of coffee or lunch. You tell us about your business and the issues and concerns you’re facing. You also get a chance to learn more about NextGen, who we are, and how we work.
Assessment
A NextGen strategic business advisor schedules a half-day or full-day assessment at your site. During that assessment, we typically:
- Collect more information about your company and your situation.
- Meet your team (and family members, if appropriate) to get their perspective on the situation.
- Take a deeper dive into your current financial reports, tax documents, debt agreements, contracts, leases, and other important documents.
Priorities
Based on the assessment and review, we discuss priorities and agree on a list of key projects and issues to focus on initially.
Agreement
We finalize a services agreement that outlines key terms: confidentiality and nondisclosure standards, time on site, scheduled days, fees, and other details. This agreement can be updated as your business needs change.
Our goal is to build long-term relationships with all our clients, but there is no contractual commitment required to work with a NextGen strategic business advisor.
