Client Testimonials

“As the incoming CEO of an Early Stage Company, after just a few months in place I realized that the leadership team and I needed to get alignment on our strategic goals and big bet imperatives. I brought a NextLevel team member in to facilitate a “Strategic Envisioning” process. As a result, we made mission critical decisions to propel the company forward. We emerged aligned on our strategy, but for us even more importantly, clarity about where we need to focus and what we need to execute on in the short term that best leverages the company toward its long term strategic positioning. The NextLevel team member’s visual thinking process was uniquely designed to assess our domain expertise and see the future from 30,000 feet, and then drop down to execution level to get busy.”

Jim Grady, CEO –

“We engaged NextLevel to help us with some inventory management issues. Their outside perspective was reassuring for our executive team and helped us get aligned on the need for stronger communication and processes. Their insights pushed us to address our issues more quickly than we would have without their help. We really enjoyed working with them!”

Elena Rotondi, Vice President – Retail, Barre3

“Facing significant challenges after the exit of our CIO, we reached out to NextLevel. They quickly provided an interim CIO who delivered the leadership we needed. As our needs evolved they adjusted the scope without penalty and kept meeting our needs. I value our partnership and welcome the opportunity to work with NextLevel again.”

Kelly Lang, CFO, Viewpoint Software

“Our portfolio company LabConnect needed to strengthen its financial function to support its rapid growth. We hired NextLevel to evaluate the Company’s financial operation, resources, and technologies. NextLevel was able to quickly and efficiently assess the situation, determine the needed improvements and provide the leadership to help the Company execute on the recommended initiatives. It’s analysis was insightful and spot on. The Company ended up hiring a NextLevel employee as its CFO and, based on the work done by NextLevel, the Company’s time to close was quickly cut from 20 days to 10 days with significantly improved reporting and transparency. Most importantly, the Company’s financial function is now equipped to effectively support a doubling or tripling of the business. We would highly recommend NextLevel.”

John D. Stobo, Jr., Managing General Partner, ABS Capital Partners

“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


“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


“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

“While we had an understanding of what, ultimately, needed to be done in terms of senior leadership changes . . . the support of the NextLevel team gave us the confidence to make the difficult decisions sooner than what we would have done on our own. The executives at NextLevel mobilized a strong team, tailored a scope that met our needs, and reported, swiftly, relevant findings. They ignored legacy noise and distractions and provided key observations that gave us confidence to make our next move. In the short and long run, NextLevel saved our firm money, time, and aggravation.”

Erik Krieger, Managing Director, Riverlake Partners

“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

“We had a situation where a portfolio company was splitting a business unit off and preparing for a sale. Both activities were highly successful. Throughout this critical period NextLevel played a key role in supporting the company’s CEO with interim financial leadership. We highly value how they partnered with us in accomplishing our objectives.”

David Dandel and Paul Caragher, Pike Street Capital

Omega Morgan

“Under new executive leadership, Omega Morgan wanted to develop a fresh strategic plan and roadmap to new revenue growth. NextLevel helped us establish a comprehensive approach to get there. With their help we established a new sales and marketing roadmap. That growth plan included enhanced sales roles and organizational structure, commission plans, forecast plans, fresh KPIs, and mentoring for our new VP of Sales who is now effectively leading this effort. We are already ahead of the new plan in every division and our board is pleased! NextLevel is helping us drive revenue growth and I highly recommend them.”

Dick Ferchak, CEO, Omega Morgan

“Acumed was confronted with the challenge of the unplanned departure our CFO at a time early in my tenure as CEO. We reached out to NextLevel and they quickly provided a great resource who was able to fill the role and fit well into our team while we found our new CFO.  We met all our accounting and reporting deadlines without missing a beat. NextLevel helped keep the train on the tracks. I highly recommend NextLevel!”

Sharon Wolfington, CEO, Acumed

“Seattle Repertory Theatre strives to center theatre at the heart of public life. In order to achieve this ambition, we needed a strategic plan to provide a clear, executable path forward that aligned with, and respected, our mission, vision, and values. NextLevel supported our senior team in developing this plan by providing critical leadership, guidance, and financial modeling expertise. It was a huge investment of time and energy for our entire organization and NextLevel stayed with us through every inevitable up and down during the process. We are thrilled to now have a framework for economic sustainability which fully supports our artistic vision. As a staff, we’ve also built an understanding and skill of this work through our engagement with NextLevel that we can take with us moving forward. Based on my experience, I would highly recommend NextLevel to other organizations preparing to embark on a similar strategy development journey.”

Jeffrey Herrmann, Managing Director, Seattle Repertory Theatre


“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

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                                                                                      


“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

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                                                                                                        

“We were introduced to NextLevel to help us with a recent technology and process upgrade project. The skills, industry knowledge and best practices they brought to the project proved invaluable. We were so impressed we brought them on to assist in managing the second phase of the project. We feel like we have found a true and capable partner in the NextLevel team and hope to be able to use them in the future.”

Lincoln Miller, CFO, Northwest Harvest

“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

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

“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 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


“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