Your ideal clients are preparing to sell.
Be there when it matters most.
The NextPhase advisor network puts experienced professionals in front of business owners at the exact moment they need guidance.
We handle the preparation. You provide the expertise. Together we give business owners the outcome they deserve.
The clients you want are already here.
Business owners over 55 with no exit plan
Of small businesses close instead of sell — not because they lack value
In small business value at risk of disappearing without a structured exit
These are not abstract numbers. They are your clients, your neighbors, and the people in your professional network who have spent decades building something and have no idea what to do next. NextPhase connects you with them at the moment they are most ready to listen.
Simple. Structured. Built around your expertise.
You join the network
Apply to become a NextPhase advisor. We match you with sellers based on your credential type, geography, and areas of expertise.
Sellers come to you prepared
By the time you are assigned to a seller, they have already uploaded their financials, received a valuation, and begun preparing their sale package. You review, advise, and guide — not start from scratch.
You review before anything goes live
Every listing requires advisor approval before buyers can see it. Your review protects the seller and ensures every listing that reaches the marketplace is ready.
The relationship continues after close
When a deal closes, you have the opportunity to continue working with that client directly. A business owner who just sold their company needs financial, legal, and tax guidance. You are already the trusted voice in the room.
Built for professionals who serve business owners.
CPAs and Enrolled Agents
Your clients are already asking you about exit planning. NextPhase gives you a platform to serve them through the entire preparation process — financials, add-backs, tax implications, and beyond.
Financial Advisors and RIAs
A business owner who closes a $1M to $5M transaction needs wealth management guidance immediately. NextPhase puts you in the relationship before the close so the transition is seamless.
M&A Advisors
Bring your transaction experience to a platform built for the lower middle market. Review valuations, guide negotiations, and support sellers through the moments that determine deal outcomes.
Business Attorneys
LOI review, purchase agreement support, entity structure guidance. NextPhase advisors are engaged when sellers need them most — not sitting on retainer waiting for a deal that may never come.
Everything you need in one place.
The NextPhase advisor portal gives you a complete view of every seller in your queue. Review valuations, CIM sections, proof of cash reports, and deal documents. Add notes, submit recommendations, and track deal progress — all from one dashboard.
A better way to grow your practice.
Your exact target demographic
Business owners aged 45 to 65 with $500K to $10M in revenue, actively preparing for an exit. No cold outreach. No referral fees to other advisors. Just warm introductions at the right moment.
Engaged only when needed
You are not on retainer. You are not chasing down clients. You log in, review what has been assigned to you, and bill for the time you actually spend. The platform handles everything else.
Relationships that last beyond the deal
The business owners you work with through NextPhase become long-term clients. Post-sale wealth management, tax planning, entity restructuring. The deal is the introduction. The relationship is the value.
Apply to become a NextPhase advisor.
We are building a network of experienced professionals who believe business owners deserve better. If that sounds like you, we would love to connect.
Prefer to reach out directly?
info@thenextphasepartners.comThe business owners who need you most are already looking for help.
Join the NextPhase advisor network and be there when it matters.
info@thenextphasepartners.com
thenextphasepartners.com