Next Level

See the next move for every business owner you serve.

Next Level reads your client base, flags owners facing a real business event, and helps you turn it into paid advisory work.

Harbor & Pine CPAs · sample firm

Thu, Oct 21 · sample data

Good morning, Maria

ML

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.

Open opportunities12+5 this week

Engagements won3Goal: 6

Advisory fees[FEES]Since July 1

Introductions21 in progress

Events to review

Score

Coastal Foods DistributionOwnership

Owner is 64, no successor on file87

Ridgeline BuildersCapital

Revenue up 38%, credit line at 96%81

Bayview Dental GroupPerformance

Margin down 6 points in two years74

Northpoint SoftwareInstitutional

Investor asked for audited financials69

Gulfside Marine SupplyGrowth

Opened a second store, hiring 1262

Coastal Foods DistributionOpportunity · sample data

Ownership eventModule 3 · M&A and exit planning

87

High priority

Owner: Robert Hale · client since 2011 · Fort Myers, FL

Identify → Qualify · now → Engage → Diagnose → Design → Execute → Measure → Expand

Why it was flagged

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

No buy-sell agreement or named successorClient file

Earnings steady near [EARNINGS] for five yearsFinancials

"A competitor asked if I'd ever sell"CPA notes

Suggested path

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

Draft outreach

Hi Robert, as we get ready for year-end planning, I'd like to set aside an hour to talk about the long-term future of Coastal Foods: what the business could be worth today, what a sale or a family transfer would mean for your taxes, and what would need to be in place either way.

Introduce a specialist

You stay on every message. The specialist sees only what the client agrees to share. Robert agreed to an introduction to the M&A team

Activity

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

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

Owner brief previewWhat Robert Hale receives

Harbor & Pine

Certified Public Accountants

Sample

Coastal Foods · Prepared for Robert Hale

Your options for the future of Coastal Foods

You've built a steady, profitable business over 30 years. Here are three realistic paths, and what to put in place now so the choice stays yours.

Avg earnings[EARNINGS]

Value range[TO BE VALUED]

Readiness3 of 7

Three paths

Sell to a buyer12–24 months to close · most cash at closing · needs clean financials and a valuation

Transfer to family or managers3–7 years, phased · gifting and installment notes · needs a successor plan

Keep and growRevisit every year · owner pay and retirement funding · needs management depth

Recommended next steps

Exit readiness review with our team. Fixed fee: [YOUR FEE].
Family conversation about who might run the business.
Optional introduction to an M&A advisor, only if a sale stays on the table. We stay involved throughout.

Harbor & Pine

Certified Public Accountants

Sample

For Robert Hale · Coastal Foods

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

You asked 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 what they see.

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.

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

DO

Daniel Ortiz · M&A advisoryMeridian Bank · specialist inbox

Introduction · Module 3

Coastal Foods Distribution

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

New

ML

Maria Lopez, CPA · Harbor & PineRobert is weighing a sale against a family transfer. We're running an exit readiness review now. He'd like a first conversation with no commitment. Please keep me on every message.

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

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.

Other introductions

Ridgeline Builders
J. Torres, CPA · Commercial lendingNew

Fort Myers Logistics
D. Kim, CPA · Line of credit closedConverted

Harbor & Pine CPAs · sample data

Pipeline

29 opportunities across 7 CPAs · [PROPOSED FEES] proposed

Attribution panelMeridian Bank · program view

Proof of concept · month 5 of 6Sample data

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

CPAs using it weekly9 of 12

Events identified6441 since baseline

Paid CPA engagements7[FEES] in fees

Specialist intros93 converted

Where opportunities came from

Only Next Level opportunities count toward the price formula

In progress at baseline23

Generated by Next Level33

Referred by the bank8

Funnel since launch

Identified33

Conversation held19

Proposal sent11

Paid engagement7

Specialist converted3

Firms in the program

Harbor & Pine CPAs6 of 7 CPAs active · 24 eventsOn track

Sanibel Ledger Group3 of 5 CPAs active · 9 eventsRamping

What the demo shows

The CPA spots the event and stays the quarterback.
The owner consents and picks what is shared.
CPA fees and the buyer's revenue are measured together.

What the POC still has to prove

CPAs act on flagged events often enough.
Owners agree to share with a bank.
Revenue is credited cleanly when the bank already knew the client.
A buyer will pay for it.

Commercialization BlueprintTool 14 · step 3 of 6

Who should your firm go after?

Pick the markets you want. Next Level plans campaigns in Harbor & Pine's own brand.

Counties

Industries

Owner revenue range

Suggested first campaign: a lunch workshop for owners planning an exit, co-hosted with the bank partner's M&A team. Sample.