Our Transformational Playbook

Growth Operators’ proprietary nextLEVEL® assessment helps unlock clarity and transforms your data into a clear, actionable, customized roadmap for developing sustainable best practices in Finance, Accounting, HR, Strategic IT, Transaction Advisory, Decision Intelligence, and AI – along with all the operational expert resources needed to handle the heavy lifting.

nextLEVEL® scores 27 capabilities against 300 criteria on a 1-to-5 scale, so leadership sees a comprehensive scorecard in one view, where the organization stands and which function to move first. Then our Growth Pros partner to execute the fixes so your companies scale cleanly, close faster, and exit without surprises.

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A Proven Path From Assessment to Results

nextLEVEL® is a repeatable, four-phase framework that turns your data into a clear, customized roadmap — and then we partner on the heavy lifting to execute it.

01

Analysis

We take a deep dive into your Finance, HR, IT, AI, and other functions, assessing everything from processes and talent to technology to establish exactly where you stand today.

Deliverable: Current-state assessment across hundreds of core processes.

02

Insights

We benchmark your functions against middle-market best practices, then deliver clear, data-driven findings and recommendations tailored to your goals.

Deliverable: Your nextLEVEL® scorecard, gaps prioritized by impact.

03

Strategy

We translate insights into a structured, results-driven plan aligned to your priorities, so every initiative ties directly to growth and value creation.

Deliverable: Your nextLEVEL® 100-Day Value Creation Plan.

04

Execution

This is where our Growth Pros stand apart. We embed within your teams to implement the best practices we identified, bringing stability, strategy, and results from day one.

Deliverable: Implemented, sustainable improvements — not just a report.

What We Measure

Key Transformative Services

Where nextLEVEL® focuses its assessment and delivery work across operating functions that drive growth.

Finance Insights and Outcomes
Controllership Finance & Accounting FP&A Corporate Finance Business Analytics Tax & Risk

Key Transformative Finance Services

nextLEVEL® strengthens the finance function end-to-end — from close-the-books fundamentals to the reporting and analysis that support strategic decisions.

Preparation, Review & Clean-Up Bank Covenant & BBC Reporting Monthly & Board Reporting Packages Audit Readiness GAAP Compliance (ASC 606, 842, cash-to-accrual & more) Treasury Management & Bank Setup Strategic FP&A Contingent Payout Management & Reporting Budget Review & Preparation Data & Analytics
HR Insights and Outcomes
Org Effectiveness Employee Engagement Learning & Development Workforce Planning Benefits & Comp Recruiting HRIS & Compliance

Key Transformative HR Services

nextLEVEL® evaluates HR capability across the full employee lifecycle — from workforce planning and compliance to engagement and total rewards.

HR Function Due Diligence (Q of HR) M&A Integration Planning & Execution HR System Integration HRIS Identification & Implementation HR Compliance & Audit Readiness HR Policy Development & Compliance Benefits & Compensation Strategy & Implementation Total Rewards Statements (TRS) Recruiting & Onboarding Employee Engagement & Retention
Strategic IT Insights and Outcomes
Leadership & Strategy Workforce & Service Infrastructure & Cloud Cybersecurity & Risk Applications Data & Analytics

Key Transformative Strategic IT Services

nextLEVEL® assesses IT capability across leadership, infrastructure, security, and data — pinpointing where strategic investment will have the most impact.

IT Leadership, Governance & Strategy IT Organizational Structure & Role Alignment IT Investment Prioritization & Business Case Development IT Financial Management, Budgeting & Forecasting IT Workforce & Service Management Infrastructure, Operations & Cloud Modernization Cybersecurity & Risk Management Identity & Access Management Application Portfolio Assessment & Optimization Data Management, Reporting & Analytics
AI Insights and Outcomes
Delivery Use cases Patterns Systems People

Key Transformative AI Services

nextLEVEL® evaluates the outcomes that determine whether AI actually takes hold — then maps them to the functions that drive results.

AI Readiness & Maturity Assessment AI Outcome Value Mapping AI Use Case Identification & Prioritization AI Workflow Composition & Pattern Mapping AI Delivery Model & Implementation Roadmap AI Systems & Data Readiness Assessment AI Workforce Enablement & Adoption Planning AI Absorption Capacity Assessment Function-Level AI Roadmapping Across HR, Operations, Finance, Sales & Marketing AI Investment Prioritization & ROI Planning
The Outcome

nextLEVEL® benchmarks Finance, Accounting, HR, IT, and AI across 300 criteria on a 1-to-5 scale, to identify the gaps that matter most. In one week or less, middle-market and private equity-backed companies receive a benchmark scorecard and a prioritized 100-day plan to guide investment and accelerate value creation.

See Exactly Where You Stand

The nextLEVEL® Value Creation Plan is a comprehensive scorecard of your Finance, Accounting, HR, Strategic IT, Decision Intelligence, and AI functions, measured against best practices across hundreds of core processes. Every area is scored, every gap is prioritized, and every recommendation is tied to a plan of action. The higher your score, the more transaction-ready and scalable your business. Ask About a nextLEVEL® Assessment

See How It Works

Our nextLEVEL® transformation playbook.

Operators Who've Been in Your Seat

Our team brings the perspective of former executives who have lived through the same Finance, Accounting, HR, Transaction Advisory, Strategic IT, Decision Intelligence, and AI challenges you’re facing now. When called upon, we roll up our sleeves, take ownership, and work as an extension of your team to deliver the value creation your business needs.

Meet the Team

Questions, Answered

Not finding your answer? Talk to a Growth Pro.

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What is the nextLEVEL® framework?

nextLEVEL® is Growth Operators' proprietary assessment and transformation methodology. It starts with a comprehensive benchmarking of your finance and accounting, HR, IT, or AI function against industry best practices — 90+ processes for finance, 70+ for HR, and over 150 for IT then delivers a customized, actionable roadmap to close the gaps and build sustainable capabilities.

Exit Readiness Whitepaper

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