These Insights are written by NextLevel’s team of executive leaders to support our business peers. Many of these articles and blog posts include real-world examples of corporate success designed to help our clients take immediate action to increase enterprise value. Contact us to start problem-solving together.
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Planning for the Unexpected – How?
2021 has been another whirlwind year. Disruption ran rampant. When managing your business through chaotic times, one of the most challenging issues to grapple with is the loss of critical talent. This past year, businesses across industries faced month over month of rising departures. Prime mid-career employees (generally between the ages of 30 and 45) represented the greatest increase in resignation rates. Here’s how two clients proactively engaged NextLevel to mitigate the unexpected from threatening their business. “I did not want to hear this from my CFO” Business is full of unexpected twists and turns. Are you ready? [...]
Is it Time to Re-think Who Has a Seat at Your “Table”?
Lisa Clarke, Senior Managing Director Thanksgiving is the time of year that many of us unite with family and friends around the dinner table. These gatherings can be diverse—in opinions, perspectives, and experiences and might just open us up to new, enriching ideas (and yes, maybe a spirited political debate with Uncle Bob). In business, we also have a table where we gather to share perspectives – the board room. In the spirit of the season, now is an excellent time to pause for a moment to consider our boardroom table and who is seated there. Are we actively inviting [...]
Stronger Together: NextLevel Joins Forces With E78
Since 2011, NextLevel has made a name for itself by helping mid-market companies across the Pacific Northwest and West Coast transform and optimize their businesses. During that decade, NextLevel has also been evolving. Despite the global pandemic, we experienced record growth in Q4 2020 and in 2021. Now, as we move into our next phase of our growth, we are proud to announce that we have joined forces with E78 Partners. Who is E78 Partners? E78 Partners is a professional services firm with over 250 senior industry experts. Headquartered in Chicago, E78 has offices in cities all across the United [...]
How Profitable Are You Really? It Might be Time to Re-Examine Your Finance Function
After a year and a half, many of us have grown used to the upsets that have resulted from the Coronavirus pandemic. While people have been feeling the pressure at home, around the world, businesses have been affected by the rising prices across supply chains worldwide. The cost of production and distribution for raw materials and goods alike have been driven up by a conservative approach at the start of the pandemic wherein manufacturers, expecting a massive downturn in consumer spending, cut back. Of course, that spending didn’t stop, and supply chains found—and still find—themselves overwhelmed. This has only compounded [...]
The SWAT Team Approach to Achieving Big Goals Fast
Do you need to accelerate your ability to execute against goals? Speed and agility are often critical factors in achieving strategic objectives—but there are a few situations when it matters most: Scaling your financial function and operational capabilities in support of aggressive growth aspirations Turning around a distressed company Standing up a carved-out business unit Integrating acquisitions or joint venture operations Preparing to go public In each of these scenarios, your business is likely tackling a number of challenges concurrently, which creates stress points and requires everyone to juggle multiple responsibilities. Accomplish more with a proven, coordinated SWAT team [...]
SPAC or IPO for Going Public?
Are you considering becoming a public company? Do you need more capital but are finding private financing difficult? Going public can provide long-term capital for growth, but taking a company public is a major undertaking. A traditional IPO is complicated, time consuming and requires extensive disclosure. Some smaller companies turn to a SPAC (special-purpose acquisition companies) as an alternative. What is a SPAC? A Special Purpose Acquisition Company is a public company specifically created to raise money and purchase a private company, taking that company public via merger while shortening the standard IPO process. Investors invest in the SPAC for [...]
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The role of sales in a restructuring
Declining cash balances. Increases in borrowings due to reductions in…
How to transform your supply chain into a valuable asset
Your company has matured to the point where you have…
Managing Supply Chain Risk Through Strategic Outsourcing
Do you trust your supply chain is working for you…
Finding the Right Roles for Family Business Owners
Is your current role serving the company’s best interests? Family…
Upgrading Systems and Processes for a Family-Owned Business
Does your family-owned business need to professionalize its practices? Many…
Building Enterprise Value Through Customer Satisfaction
Are you using customer service as a value-adding tool? Whether…
Building Enterprise Value Through Cost Alignment
Are you using the optimum cost structure to build value?…
Building Enterprise Value by Correcting Operational Deficiencies
Are problems in your operations contributing to a “leaky P&L”?…
Building Enterprise Value through Marketing
Are your marketing efforts building value? When was the last…
Turning Around a Distressed Company
What do you do when your company is in dire…
Fixing an Underperforming Company
Your company has a solid strategy but is underperforming —…
Desired State Roadmap™: Cyber Resilience
When a cyber breach occurs, do you have a specific…
Managing Capital Through a Cash Crisis
How can you make it through a tight capital situation…
Strategic Capital Planning
Do you have a capital plan to support your company…
Preparing a Private Equity Portfolio Company for Sale
How can you provide the best exit for your private…
Desired State Roadmap™: Strategy Execution
How do you create a path from vision to implementation?…
Desired State Roadmap™: Middle Market M&A
Are you poised to realize the full potential of your…
Desired State Roadmap™: Strengthening the Finance Function
Is your company’s finance function a robust enabler of company…
Preparing a Company for Sale: Key Steps
What steps can you take as you move toward selling…
Preparing a Company for Sale: Assessment of Readiness
What do you need to do to best position your…
Leading Through Transitions: IT System Change
How do you successfully navigate a major IT system change?…
Leading Through Transitions: Changing Your Business Model
How do you successfully execute a fundamental change in your…
Leading through Transitions: Divesting Part of Your Business
Your strategic plan requires you to divest part of your…
Leading Through Transitions: Expanding to International Markets
You and your board have decided to expand internationally. How…
Leadership Through Transitions: Optimizing Your Supply Chain
Is it time to make major changes in suppliers and…
Enhancing Your Company’s Performance Through Technology
Are you using technology as a strategic enabler? How do…
Enhancing Your Company’s Performance through Operations
You’ve got a great strategy. But can you execute it?…
Enhancing Your Company’s Performance Through Financial Planning and Analysis
Is your finance team a significant driver of performance? Your…
Enhancing Company Performance by Strengthening the Finance Function
Is your finance team enhancing corporate value through its people,…
Successfully Executing an Acquisition Integration
After the deal closes: Are you prepared for what comes…
Developing an Effective Enterprise Risk Management Structure
Are you managing risks to your company in the most…
Successfully Sourcing Debt for Growth
Using debt to fund mid-market company growth. Your company is…
Successfully Restructuring Your Debt
Business variables can be hard to predict. Your company may…
Successfully Capitalizing for Growth
How will your company finance its growth? Your company has…
Strategy to Execution: The IT Connection
Is IT helping you execute your strategy? All too often,…
Strategy to Execution: Team Alignment
Is your team aligned with your strategic intent? A key…
Strategy Execution and the Feedback Loop
How do you maintain strategic momentum? Do you think of…
Successfully Assessing and Managing Your Cyber Risk
Do you know where you’re most vulnerable to cyber attack?…
Strategy Execution: Translating into Action
Do you know the best way to turn plans into…
Strategy to Execution: Aligned Business Planning
Does your business plan reflect your strategy? You’ve done your…
Strategy With an Eye Towards Execution
Don’t develop your strategy in a vacuum. You know the…
Successfully Scaling your Business Internationally
Do you have what it takes to go international? Your…
Successfully Scaling Your Business Financial Resources and Capabilities
Do you have a solid financial foundation? Your company has…
Successfully Scaling Your Business Operations
Is your business ready to scale up? Growing your business…
Successfully Scaling your Business Technology
Scaling your IT systems doesn’t have to be painful. Your…
Planning a Successful Integration
You’ve just acquired another company. Now what? Too many executives…
Planning a Successful Acquisition
Acquiring another company can seem like a great way for…
Maximizing Value When Selling Your Business
So much money is often left on the table in the…