Next Level

See the next move for every business owner you serve.

Next Level reads your client base, flags the owners facing a real business event, and walks your team from first conversation to paid engagement.

New event · sampleScore 87

Coastal Foods Distribution

Owner is 64 with no successor on file. Earnings steady five years running.

Ownership eventM&A and exit planning

Thursday, October 21 · sample data

Good morning, Maria

5 new events this week across your 42 business clients. Coastal Foods is the strongest: the owner is 64 and there is no succession plan on file. A conversation before year-end tax planning is a natural opening.

Review Coastal Foods

Open opportunities12+5 this week

Engagements won this quarter3Goal: 6

Advisory fees booked[FEES]Since July 1

Specialist introductions21 in progress

Events to review

ClientEventSignalScore

Coastal Foods DistributionWholesale food · [REVENUE]

OwnershipOwner is 64, no successor on file

87

Review

Ridgeline BuildersConstruction · [REVENUE]

CapitalRevenue up 38%, credit line at 96%

81

Review

Bayview Dental GroupHealthcare · 3 locations

PerformanceMargin down 6 points in two years

74

Review

Northpoint SoftwareB2B SaaS · [ARR]

InstitutionalInvestor asked for audited financials

69

Review

Gulfside Marine SupplyRetail · 2 locations

GrowthOpened a second store, hiring 12

62

Review

Home/Opportunities/Coastal Foods Distribution

Sample data

Ownership eventModule 3 · M&A and exit planning

Coastal Foods Distribution

Wholesale food distribution · Fort Myers, FL · Client since 2011 · Owner: Robert Hale

87

High priorityTop 5% of your clients

Why it was flagged

Owner turns 65 next year; sole shareholder on the 1120-STax return

No buy-sell agreement or successor named in the fileClient file

Earnings steady near [EARNINGS] for five yearsFinancials

March meeting note: "a competitor asked if I'd ever sell"CPA notes

Suggested path

From the M&A and exit planning playbook

Your firmExit readiness reviewFixed fee, 4–6 weeks[YOUR FEE]

Your firmValue gap and tax planSale vs. family transfer[YOUR FEE]

Specialist, if neededM&A advisoryBank partner's teamClient consent required

Activity

Oct 19Event detected from the 2026 return import. Score 87.

Oct 21Moved to Qualify. Outreach draft ready for Maria.

Next Level|Meridian Bank · program view

Proof of concept · sample data

Attribution panel

Month 5 of 6Execute and measure

CPAs using it weekly9 of 12CPA activation

Events identified6441 new since baseline

Paid CPA engagements7[FEES] in fees

Specialist introductions93 converted

Attributed bank revenue[REVENUE]First-year, per bank's method

Where each opportunity came from

Only Next Level opportunities count toward the price formula

Already in progress at baseline23

Generated by Next Level33

Referred by the bank to the CPA8

Funnel since launch

Next Level opportunities only

Identified33Conversation held19Proposal sent11Paid engagement7Specialist converted3

Firms in the program

Firm 2 launched from the documented system, without the founder on site

Firm	Status	Active CPAs	Events	Engagements	CPA fees	Introductions	Bank revenue
Harbor & Pine CPAs	On track	6 / 7	24	5	[FEES]	6	[REVENUE]
Sanibel Ledger Group	Ramping	3 / 5	9	2	[FEES]	3	[REVENUE]

Harbor & PineCertified Public Accountants

Owner briefPrepared for Robert HaleNovember 2027 · ConfidentialSample

Coastal Foods Distribution · Fort Myers, Florida

Your options for the future of Coastal Foods

You've built a steady, profitable business over 30 years. This brief lays out three realistic paths, what each means for your taxes and your family, and what to put in place now so the choice stays yours.

Average earnings, 5 yrs[EARNINGS]

Estimated value range[TO BE VALUED]

Readiness today3 of 7

Three paths

	Sell to a buyer	Transfer to family or managers	Keep and grow
Typical timeline	12–24 months to close	3–7 years, phased	Revisit every year
Tax focus	Asset vs. stock sale, price allocation	Gifting, installment notes, estate exemption	Owner pay, retirement plan funding
Cash to you	Most at closing	Spread over years	Ongoing distributions
Needs first	Clean financials, valuation, advisor team	Successor plan, buy-sell agreement	Management depth beyond you

Readiness checklist

Three years of reviewed financials
Customer base not tied to one account
Current estate documents
Independent valuation
Buy-sell agreement
Named successor or general manager
Personal plan: what you need after a sale

Recommended next steps

1Exit readiness review with our team: valuation range, tax comparison of all three paths, and a 24-month plan. Fixed fee: [YOUR FEE].

2Family conversation about whether anyone wants to run the business. We can facilitate.

3Optional introduction to an M&A advisor, only if a sale stays on the table. We stay involved throughout.

ML

Maria Lopez, CPA · Partner239-555-0142 · maria.lopez@harborpine.example

Blueprint|Harbor & Pine CPAs · setup

Save and exit

Step 3 of 6

Who do you want to serve next?

These answers decide which events Next Level looks for first and who your campaigns go after.

Counties

Industries to focus on · 3 selected

Annual revenue

Owner age

Back Continue to team capacity

Next Level|Pipeline · Harbor & Pine CPAs

Sample data

Pipeline

29 opportunities across 7 CPAs · [PROPOSED FEES] in proposed fees

Identify9

Gulfside Marine SupplyGrowthScore 62 · ML

Pine Island NurseriesOwnershipScore 58 · DK

+ 7 more

Qualify6

Coastal Foods DistributionOwnershipScore 87 · ML · draft ready

Ridgeline BuildersCapitalScore 81 · JT

+ 4 more

Engage4

Bayview Dental GroupPerformanceMeeting Nov 3 · ML

Estero Auto GroupCapitalCall scheduled · RB

Diagnose3

Northpoint SoftwareInstitutionalReadiness review 60% · DK

Design2

Sanibel HospitalityGrowthProposal [FEE] sent · JT

Execute2

Cape Precision MachiningOwnershipEngaged [FEE] · bank M&A in

Measure1

Fort Myers LogisticsCapitalLine of credit closed

Expand1

Gulf Coast HVACPerformanceMonthly KPI retainer · referral given

Next Level|Meridian Bank · specialist inbox

DO

Daniel OrtizM&A advisory team

Introductions from partner CPAs · sample data

Your introductions

New 2In conversation · 2Converted · 1Declined · 0

Coastal Foods DistributionNew

From Maria Lopez, CPA · Harbor & Pine CPAs

OwnershipM&A advisory

Client consent received Oct 21

Ridgeline BuildersNew

From J. Torres, CPA · Harbor & Pine CPAs

CapitalCommercial lending

Client consent received Oct 20

Cape Precision MachiningIn conversation

From Maria Lopez, CPA · Harbor & Pine CPAsIntro call held Oct 9 · next step with CPA

Estero Auto GroupIn conversation

From R. Baker, CPA · Gulfview PartnersWaiting on client documents

Fort Myers LogisticsConverted

From D. Kim, CPA · Harbor & Pine CPAsLine of credit closed · outcome logged

Introduction · Ownership event · Module 3

Coastal Foods Distribution

Wholesale food distribution · Fort Myers, FL · Owner: Robert Hale

Counts toward the POCSource: Generated by Next Level. Logged automatically when you accept.

ML

Maria Lopez, CPA · Harbor & Pine CPAs

Robert is weighing a sale against a family transfer. We are running an exit readiness review now. He'd like a first conversation about what a sale process looks like, with no commitment. Please keep me on every message.

Robert agreed to share

Business summary and industry
Five-year earnings trend: [SHARED FIGURE]
Ownership structure
Contact details for an intro call

Not shared with the bank

Tax returns and CPA work papers
Personal financial statements
Family and estate details

Ask the CPA if you need more. Robert approves each new item.

How this introduction works

1 Accept or decline within [AGREED RESPONSE TIME].

2 The intro call is a three-way call. The CPA leads it.

3 Log the outcome when it closes, using the bank's revenue method.

Activity

Oct 19Ownership event flagged in Harbor & Pine's workspace.Oct 21Robert Hale gave consent for an introduction to the M&A team.Oct 21Maria sent the introduction to you.

Harbor & Pine

Certified Public Accountants

Sample

For Robert Hale · Coastal Foods Distribution

Would you like an introduction to an M&A advisor?

After reading your brief, you asked about what a sale could look like. Maria can introduce you to the M&A team at Meridian Bank. Nothing is shared until you say yes, and you choose exactly what they can see.

Share with Meridian Bank's M&A team Business summary and industry Five-year earnings trend Ownership structure Your contact details, for an intro call

Kept private with Harbor & Pine Tax returns and work papers Personal financial statements Family and estate details

Maria stays on every message and leads the first call.
You can withdraw this consent at any time.
The bank asks Maria before it sees anything new.

Demo wording only. Consent to use or share tax information has rules of its own (IRC §7216). Confirm with a lawyer.

See the next move for every business owner you serve.

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Events to review

Coastal Foods Distribution

Why it was flagged

Suggested path

Activity

Attribution panel

Where each opportunity came from

Funnel since launch

Firms in the program

Your options for the future of Coastal Foods

Three paths

Readiness checklist

Recommended next steps

Who do you want to serve next?

Pipeline

Your introductions

Coastal Foods Distribution

Would you like an introduction to an M&A advisor?