Client Testimonials

“As a rapidly growing company, Genoa wanted to address several identified challenges, and better position the finance function for continued growth and scalability. NextLevel quickly assessed our team, processes, and systems and then implemented changes to make immediate process and team member improvements, while also filling interim leadership gaps at the executive and project levels. By doing so, NextLevel successfully strengthened our financial function, enabling it to support our anticipated future growth.  Their contribution resulted in reduced cycle times, enhanced reporting and processes, and the implementation of 3rd party software for more efficient processing. We highly recommend NextLevel.”

Vic Breed, CFO, Genoa, a QoL Healthcare Company                                                                                

“We retained a NextLevel partner for strategic support during a challenging transitional time for our early-stage, privately held company. He was an invaluable consulting resource during our work together; from helping us address governance, financial and operational needs to providing wise counsel on human resource and day-to-day issues. His perspective and expertise were real assets, and he was instrumental in guiding us through complex business decisions during our transition and into smoother sailing. I highly recommend NextLevel to any business looking for someone to fill a CFO or advisory role.”

Amanda Kelly, General Manager, oneOeight Yoga Inc.                                                                                

“NextLevel provided an interim CEO to help us maintain stability and initiate significant operational changes through a key transition period. He upheld the owners’ vision and values while steering the development of a new strategic growth plan, expanding our business network, and designing a more effective organizational structure. We appreciated his invaluable support in the search for a permanent CEO, helping us to clearly define our needs and retain a reputable recruiter. Overall, his depth of knowledge and experience paired with his easy communication style gave us a winning relationship with NextLevel.”

Ruth Brinton and Mac Perkins, Owners, Pacific Studio                                                                                

Pacific Power Group

“After a year of significant change, including two large transactions, Pacific needed a ‘been there done that’ kind of financial executive to take several large projects off the controller’s plate and get them across the finish line. NextLevel provided the right person at the right time!”

Tim Price, CEO, Pacific Power Group                                                                                                        

Seattle Safety

“During a period of significant transition at Seattle Safety following the sudden departure of our president, we turned to NextLevel. Not only did they provide top-caliber interim Chief Executive talent during a time of need, they were able to help steer the company through, and lead the effort to secure financing for, a major equity transaction. NextLevel definitely added value to our organization!”

Tom Wittman, Owner, Seattle Safety                                                                                                          


“One of our portfolio companies needed a seasoned interim CFO to provide leadership and a smooth transition while we conducted a search for a full-time CFO. NextLevel exceeded our expectations and provided us with a professional, hard-working and thorough executive who did a tremendous job. Our entire investment team was very impressed with NextLevel’s process as well as their commitment and regular communication with us. Our firm highly recommends NextLevel.”

Christina Miller, Principal, Norwest Equity Partners


“We needed an interim CFO who could hit the ground running and bring process and discipline with limited oversight to turn around one of our underperforming divisions. NextLevel delivered exactly what we needed, a seasoned CFO who brought focus, process and discipline, was a good fit with our culture and was instrumental in driving change and improving results.”

Adrian Downes, SVP and Chief Accounting Officer, The Greenbrier Companies


“NextLevel provided us with highly skilled CFO-level project leadership during a time of exciting growth at Papa Murphy’s. This allowed us to advance key initiatives without missing a beat. The executive leadership and expertise of NextLevel was a great benefit to Papa Murphy’s. Highly recommended.”   

Ken Calwell, CEO, Papa Murphy’s


“NextLevel was a tremendous resource for us at a period of critical need.  They hit the ground running with a very flexible approach to rapidly assess and address the challenges we were facing with proven financial executive leadership.  Their approach was truly as a “C-suite” partner to me in successfully leading the achievement of meaningful, time-sensitive objectives and positioning us for a very positive future.  I would not hesitate to use Next Level again or to recommend them to others.”

John Masterson, CEO, Behavioral Health Resources


“NextLevel played a critical leadership role in addressing a significant strategic growth initiative for our company. Although working on a project basis, they integrated well at all levels of the company from the Board and executives to our team of employees. They demonstrated expertise in international corporate partnerships, strategic thinking, organizational development, financial management, operational excellence, critical thinking, risk analysis and competitive analysis. NextLevel was a huge asset to our organization.”

Joe Morelli, President and CEO, American Legend Cooperative

Tepa Logo Draft v2

“After a start-up period of very rapid growth, Tepa turned to NextLevel for input on operational efficiencies, margin enhancement and general strategic direction. NextLevel brought in great talent and worked closely with our board and executive team to identify strategies to strengthen performance. Their insights allowed us to quickly determine a path forward to better align and improve operational effectiveness and enhance our bottom line. I highly recommend NextLevel.”

Chuck Galford, Board Member, Tepa, LLC


“BOWTECH is enjoying a season of significant growth that has placed greater demands on executive leadership. We needed help with acquisition integration and the strengthening of processes and controls. NextLevel provided the needed additional bandwidth of C-Suite human capital to advance our initiatives and stay on plan. The fit and caliber of our NextLevel executives has been very valuable to us.”

Ron Johnson, CEO, BOWTECH


“As our company began evaluating strategic growth alternatives, we turned to NextLevel. They worked with our executive team to guide us through the process. Their expertise involving strategy development proved to be immensely valuable to us.”

Tiffany D. Mack, President & CEO, Diversified Industrial Services



  • “Pacific needed a ‘been there done that’ kind of financial executive to take several large projects off the controller’s plate and get them across the finish line. NextLevel provided the right person at the right time!”

    – Tim Price, CEO, Pacific Power Group