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:

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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.



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.


Based on the assessment and review, we discuss priorities and agree on a list of key projects and issues to focus on initially.



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.

Ready to talk? Schedule an initial, free consultation call to discuss your business goals.

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Find Out if NextGen CFO is Right For You

Request a consultation to discuss your business, and see if NextGen CFO is a good fit for you. Just complete the brief form at right, and we'll be in touch promptly.

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