About Next Level Business Planning

The expertise you need to get your leadership team—and your entire organization—rowing together in the same direction.
Every business owner knows that it takes blood, sweat and tears to build a successful business.

Yet far too often, growth slows or stops, profits decline and costs escalate.

The company hits the ceiling, unable to get to the next level.  Even when clear goals have been set, the company can’t seem to reach them.

And no matter how hard an owner works, he or she can’t do it all alone. Success depends upon a solid team working in sync towards common objectives.

Yet it’s rare when everyone rows together.

Does this sound familiar?

The Reasons

There are several reasons why a business can’t get to the next level.

These include:

  • The business struggles to set clear, SMART goals and track progress.
  • The workforce isn’t fully committed to the company’s goals or success.
  • It’s leadership team isn’t cohesive, or aligned.
  • The leadership team isn’t focused on permanently solving challenges.
  • Meetings have no purpose, structure or results—they’re effectively unproductive.

The Solution

With over 40 years of business experience, Next Level Business Planning gets it.

We understand your issues, challenges and frustrations.  And we know how to fix them.

Next Level Business Planning has created a unique proven process:

  • The process we teach is tailored to a client’s specific needs. We develop the appropriate solution to meet your specific situation.
  • Customized solutions are based on our core services: leadership team development,  ownership thinking, team building and transition planning.

The Results

What can you expect when you partner with Next Level Business Planning?

A clearly defined, effective approach—focused on achieving the result you need. This will allow you to:

  • Improve the culture of your organization
  • Hire the right people for the right seats doing the right things
  • Define and track your Key Performance Indicators
  • Set clearly defined goals and achieve those goals
  • Identify and permanently solve the issues getting in the way of success
  • Improve your systems, processes and organizational structure
  • Create a truly productive and effective meeting cycle
  • Build high performance teams

Ultimately, you’ll get the expertise and tools necessary to increase your revenue and profits, improve productivity and create a cohesive, engaged workforce.

 

Who is David Saxe?

David Saxe, CPA, has worked with large and small organizations for over 40 years, empowering their leadership teams to truly lead – and in the process, build better, more successful businesses.

In addition to his CPA degree, David’s credentials are:

  • The Five Behaviours of a Cohesive Team™, accredited facilitator
  • Certified Ownership Thinking™ Facilitator
  • Fully trained in the EOS® process
  • Certified Business Coach (CBC)
  • Bachelor of Business Administration (BBA)

His Proven Process is built on over four decades of business experience.