Services

Who We Work With

We work with private mid-market companies in North America, the U.K. and Australia; family office investment groups; serial entrepreneurs and investment banking groups.

Typical Engagements

Intro …

  • Are looking to strengthen, change or merge their company leadership
  • Need to create more value in the company for owners
  • Want to improve the perception of their brand
  • Want to become the biggest player in their market
  • Are preparing for a company sale
  • Are revising ownership structure
  • Dealing with multiple family ownership challenges
  • Want to assess, change or revise the company culture
  • Are nervous about how the future is affecting their market and company
  • Wish to benchmark their CEO performance against the competition and other industries
  • Want to compare their performance with competition and other markets

Leverage AI to uncover your ideal customer targets. Understand who to target and what to say, driven by AI, every day.

Create your ideal customer profile, aligning your marketing strategy to your target audience to maximize your sales and marketing efforts.

Strong brands make a powerful emotional connection with their market. Create your long-term strategy to position, differentiate and inspire your market.

Knowledgeable leadership development is scientifically proven to improve your teams’ productivity, team spirit, organizational pride, work motivation and commitment to stay at the company.

Knowledgeable leadership development is scientifically proven to improve your teams’ productivity, team spirit, organizational pride, work motivation and commitment to stay at the company.

We are certified emotional intelligence trainers and teach people how to understand and leverage the 15 learned emotional skills that the most successful individuals carry with them day to day in the workplace.

Our comprehensive hiring system provides step-by-step instructions for structured screening, interviewing, testing, evaluation and on-boarding candidates.

We provide the templates, framework and guidance to produce your one year, three year, five year, seven year or even ten year strategic plan which covers both your public and your private agenda.

Leverage AI to uncover your ideal customer targets. Understand who to target and what to say, driven by AI, every day.

Create your ideal customer profile, aligning your marketing strategy to your target audience to maximize your sales and marketing efforts.

Strong brands make a powerful emotional connection with their market. Create your long-term strategy to position, differentiate and inspire your market.

Use our software-as-a-service to view, in real time, a powerful set of data that will allow you to make the best business decisions to increase the value of your business.

ROO percentage, a derivation of return on capital employed (ROCE), is simply the single most powerful number to measure private company business success.

Instead of relying on outdated historical financial statements, analyze your performance using the critical business metrics for benchmarking performance and determining the true business value.

“What a tremendous experience to go through the Next Level Leadership work! From day one I was blown away with the amount of knowledge Ken and Shad brought to us from their experience in the CEO world. They taught how to identify and maintain critical values for your company and how to create a competitive advantage as a leader. I am so grateful to have been a part of this year-long experience.”

Jason Woods
Branch Manager, Community Mortgage

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