The NextGen team has hundreds of years of collective experience working closely with small and mid-sized companies (and a few large ones!). The insights, key services, and strategic advice NextGen business advisors provide clients are based on the experience of all of our partners. NextGen partners have worked in many industries for many companies - helping these companies work through a multitude of challenges.
Click on team members’ photos for biographies, specializations, and contact information.
Jack Barry is a Finance executive with over 25 years of experience working with privately held and family-owned businesses in multiple industries including product wholesale and distribution, information technology, professional services, and transportation.
He works with senior executives, as well as all levels of an organization, to achieve strategic goals and to improve performance by identifying opportunities and implementing solutions.
• Jack uses strong interpersonal skills to develop and coach existing accounting staff in order to improve financial process efficiency, as well as accuracy and timeliness of financial reporting.
• Jack’s experience has prepared him to create budgets and forecasts for a business as well as cash flow planning.
• Jack has experience executing merger and acquisition due diligence requirements.
• Jack works with clients to develop and maintain successful relationships with third party resources such as accounting, banking, insurance, and IT.
• Jack is adept at installation, implementation, and supporting many different accounting systems.
Greg is a proven finance executive with over 30 years of finance, accounting, and leadership experience in a variety of industries including healthcare, health plan administration, products, and professional services. He leverages a broad range of skills to help improve processes, create value, and strengthen organizations. Greg values integrity, service, and teamwork and links strategy and operations to improve business outcomes. He understands the comprehensive and dynamic demands business leaders face in guiding companies, and this helps him partner effectively to achieve success.
Dawn is skilled in providing strategic business and financial planning, working capital and cash flow improvement, as well as senior financial matters such as banking relationships and optimizing the debt/equity structure. She recognizes the importance of providing fact-based analysis that will improve owner’s decision making and has helped businesses develop customer profitability tools, business unit profitability tools, as well as brand profitability tools. She is presently supporting M & A including merger and integration activities, including investments and divestment of brands, or businesses, as well as sell side transactions.
• Dawn understands that a great CFO should be insightful and an engaged member of the team who can interpret the back office implications of decisions for owners.
• Dawn is adept at modeling business opportunities or initiatives and making financial recommendations—she can analyze and interpret data for owners and investors to maximize ROI.
• Dawn is adept at scaling businesses up or down according to the business needs and to ensure that the allocation of resources is driving value.
Caroline is a CPA finance executive with over 30 years' experience within the finance and accounting teams for public companies, VC backed, family owned, and private equity owned companies as well as with Deloitte. She has extensive experience in the life sciences/pharma industry as well as SaaS, retail, restaurant and industrial industries.
Carole has a track record of financial leadership in small to medium sized companies, with 25 years’ experience. She has industry specialization in commercial and residential construction and also works with manufacturing, as well as professional service providers. Carole is an excellent communicator who partners with the management team to uncover barriers to success and implement practical strategies to overcome those barriers.
Jefferson has deep experience as a corporate executive (CFO) and mergers and acquisitions investment banker to lower middle-market and middle-market companies across a variety of industries, primarily family-owned businesses. He understands the importance of developing, maintaining, and constantly improving strong internal and external financial reporting infrastructure to support strategic decision-making. Jefferson's prior and current experience spans high-growth operating environments and assisting his clients with various growth opportunity execution.
Brandon is currently working as a CFO in the real estate industry but also has experience serving clients in the manufacturing, contracting, construction, services, and non-profit industries with financial and operational matters. Brandon also provides forensic accounting services to attorneys and their clients in preventing and investigating fraud.
Bill has over 35 years of diverse experience working in small, middle-tier, and large companies. His strength relies on his integrity, leadership, financial expertise, learned experiences, and passion for life. He has a unique ability to understand, communicate, and work with people of all levels and all walks of life. This ability has enabled him to develop relationships for life.
Tom has worked over 40 years helping small to medium-sized companies create a financial business plan to achieve the goals of the owners. Commonly, a primary goal of the owner(s) is to broadly increase business value. In this role, Tom participates with the Company as a primary member of the company’s Management Group. Basic components of the business plan are as follows:
A seasoned professional working with both manufacturing and service-line companies including healthcare and non-profit organizations. Expertise includes strategic planning, budgets, all areas of accounting, understanding of product/service-line costs, pro formas, R&D tax credits, tax strategies, personnel organization including management/salary administration, coordination of all company banking relationships, and managing outside accountant functions along with other CFO-level activities.
Pat has over 30 years of experience providing financial leadership to privately held businesses. He enjoys serving companies in the distribution, manufacturing, contract packaging, technology, and professional services industries.
30+ years of experience as a CFO, worked with 40 companies across a variety of industries, sales ranging from $3 million to $100 million a year. I’m looking to work with company owners/CEO’s who want a strong CFO partner who can help them focus on running the business while being assured all things financial are in good order. My objective is to always be looking ahead and never run out of cash.
A seasoned CFO, George has over 35 years of experience in small, medium-sized, and large companies. He spent 8 years as CFO of one of the largest furniture transportation companies in the U.S. Earlier, he held various financial management positions with Planters and LifeSavers, including Manager of Business Analysis for Planters and Manager of Financial Reporting for both Planters and LifeSavers. Previously, he worked 8 years at Ernst & Young.
Michael is a trusted advisor working primarily with family owned businesses—serving as the senior financial executive. Extensive expertise in the financial, operational, and managerial aspects of the business coupled with strategic, transitional, and legacy planning for the business owners is the value outcome from the trusted advisor role that Michael plays.
These results are derived by implementation of operational processes to enhance financial reporting, cash flow improvement plans, bank and equity financing optimization, strategic plan development and measurement, acquisition due diligence examinations, and transitional/legacy planning for owners.
I have extensive experience in family-owned businesses with a concentration in construction-related industries. I enjoy working with owners of small to mid-sized businesses to develop strategic plans of action, and then working with their current accounting staff and management teams to make those plans become reality.
Since our goal is to create value with business owners, one of the key outputs from an ongoing relationship is a financial model that values the business. Scott works as a member of the management team to build the model and road map which makes clear the core decisions about goals, people, capital, markets, etc., that work together to achieve a higher value within the context of non-financials goals of the company.
Once created, Scott regularly reviews progress to keep the team on point and proposes changes, as necessary. Using his 35 years of experience, Scott provides other traditional CFO functions to the team, with his favorite roles being both a sounding board for the CEO/Board and a storyteller of the business to outside parties.
Charlie has provided financial management leadership and IT systems guidance to companies across a wide variety of industries for over 30 years. He works with business owners and other senior leaders to ensure that the financial team and systems support the company’s operations and strategic direction.
Key to this deliverable is an understanding of a company’s financial resources and performance relative to its goals.
With over 35 years of executive level experience, Gary currently provides strategic business and financial advice to a variety of for-profit and not-for-profit businesses in a variety of industries. Gary strives to instill world-class, strategic accounting and financial practices with each client he serves, with a goal of optimizing accounting and administrative functionality, resulting in comprehensive and timely completion of financial and administrative objectives for all stakeholders, both internal and external.
Gary challenges clients to achieve financial success through continuous improvement and sustainable value creation with an emphasis on increasing revenue, improving margins and profitability, managing costs, improving asset utilization, reducing the cost of capital, and obtaining access to financing and capital.
1. Gary works closely with each business owner and management team, striving toward a mutual goal of achieving excellence in business, operational and financial performance.
2. Gary’s extensive background in all aspects of accounting, finance, and business administration have prepared him to provide a broad range of services to his clients, whether it be strategic planning and project management, accounting and financial reporting, tax planning and compliance, human resources, compensation and benefits administration, or transactional due diligence (acquisitions, divestitures, refinancing, etc.).
3. Gary establishes ongoing client relationships by:
a. Gaining an initial understanding of the owner’s and the business’s needs where Gary can add value,
b. Developing a rapport with owners to ensure that there is a mutual desire to work together in a relationship that promises to be long and beneficial to all involved, then
c. Engaging in an extensive “needs assessment” with the pertinent constituents of the business in order to design the action plan where Gary can add the most value to the owner, the business, and other stakeholders, finally,
d. Continuously updating that action plan to ensure that targets with the highest value are prioritized.
4. Gary focuses his clients on continuous operational and administrative improvement, working with and coaching owners, management and other team members to implement best-in-class process improvements that streamline functions, shorten cycle times, drive efficiency, and improve operational effectiveness, business performance, and profitability.
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Tim has over 25 years of experience as a Senior Financial and Operations Executive in durable goods manufacturing with expertise in both domestic and international operations. He is a collaborative leader with the proven ability to direct overall financial operations in highly competitive and challenging business environments while remaining strategically focused on long-term profitability and growth. His experience makes him uniquely qualified to manage both finance and operations using the financial data to drive operational improvements and maximize efficiencies.
