NextGen Advisors

Better Companies Make Better Investments

About Us

Capital Fundraising Consulting Services

Investors Don’t Bet on Ideas. They Bet on Preparation.

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Business Brokerage & Exit Planning Services

Maximize Your Exit. Minimize The Hassle.

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Business & Marketing Consulting Services

Strategies Aren’t Enough. Execution Wins.

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Financial Consulting Services

Your Numbers Tell a Story. We Make It a Best Seller.

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Let's Get To It

NextGen Advisors helps business owners get investor-ready, buyer-ready, and growth-ready.

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Business Brokerage

Buying and selling a business can be a complex and convoluted process. We help cut through the red-tape.

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Marketing & Business Consulting

Our Marketing and Business Consulting service combines market insights and business acumen to craft strategies that propel your business forward.

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Capital Fundraising Consulting

Our Capital Fundraising Consulting service is designed to assist businesses in unlocking the financial resources they need to realize their strategic vision.

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Financial Consulting

Navigating the intricacies of financial planning, management, and reporting can be a daunting task. That’s where our Financial Consulting service comes in.

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$ 1 M

Current Client Value

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Years of Experience

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Investors in our Network

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Businesses Advised

WHY CHOOSE US

Built for Business Owners Who Want to Win.

At NextGen Advisors, we don’t believe in one-size-fits-all solutions — we believe in strategy with purpose. Whether you’re raising capital, selling a business, refining operations, or making critical financial decisions, our team brings decades of hands-on experience across multiple industries to the table. We act as true partners, combining strategic insight, real-world expertise, and trusted relationships to help business owners unlock growth, navigate complexity, and maximize value at every stage of their journey.

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Execution Beats Ideas

Ideas are everywhere — execution is rare. We’re the partner that helps you close the gap between where you are and where you want to be.

Aligned Incentives Win

We only win when our clients win. That’s why everything we do is designed to maximize your outcome — not just complete a project.

Clarity Over Complexity

We believe great strategy should be simple, clear, and actionable. No jargon. No guesswork. Just smart decisions made easier.

Before We Move Forward

We’re Not For Everyone And That’s Intentional…

There are plenty of advisors, brokers, and consultants out there who will tell you whatever you want to hear. That’s not us.

We work best with owners and operators who want clarity, not sugarcoating. People who are serious about taking their business to the next level — whether that means raising capital, preparing for a sale, or simply getting their house in order.

Our job isn’t to impress you with buzzwords or drown you in reports you’ll never read. Our job is to tell you the truth about where you stand, what’s working, what’s broken, and what it’s going to take to get you where you want to go.

If that sounds refreshing — you’re probably exactly who we want to work with.

Is it a fit?

Do You Qualify?

Strong cash flow to support strategic growth

Revenue doesn’t automatically mean a business is healthy — but it does tell us something important: you’ve figured a few things out. You have a product or service people want. You’ve found your customers. You’ve built something that works. That’s where we come in. Our best work happens when there’s already traction — and the next step is scaling it, systemizing it, or preparing it for investment or sale.

Profitability (EBITDA) of 15%+ or $300K+

Profit isn’t just about money in the bank — it’s about having flexibility. When a business is profitable, it means there’s room to breathe, room to invest, and room to make smart decisions without desperation driving every move. We help profitable businesses get even more efficient, more valuable, and more prepared for whatever comes next — whether that’s raising capital, selling, or simply running better.

Growth Rate of 10%+ Year-over-Year

Growth is a sign of life — but rapid growth is often a sign of chaos underneath the surface. Fast-growing companies hit walls they’ve never seen before: hiring issues, operational bottlenecks, marketing plateaus, financial blind spots. If you’re growing, but you’re starting to feel the cracks show, that’s exactly when we can help. Our job is to bring structure to the speed — and clarity to the chaos.

Cash Reserves or Access to Modest Financing

Good strategy without execution is just expensive advice. To act on big ideas — whether that’s marketing campaigns, operational upgrades, or preparing for a sale — you need some financial runway. We’re not talking about venture-backed war chests. We’re talking about enough capital or access to financing to invest smartly in the future of your business without betting the farm. If you’ve got that — we can help you make sure it’s money well spent.

Two Friends With Shared Mission.

Built From Experience. Strengthened By Trust.

NextGen Advisors wasn’t built in a boardroom — it was built over 10+ years of trust and collaboration between two friends who happened to be really good at what they do.

We met in 2010 working on a project together. Over the years, we stayed connected — referring business back and forth, sharing ideas, and helping each other’s clients win. In 2022, we made it official — combining decades of experience in finance, strategy, and marketing to help business owners raise capital, scale with purpose, and exit on their terms.

It’s a partnership that works — because it started with respect, was built on results, and still runs on trust.

About Us