We are "YOUR NEXT CHAPTER TEAM "
We are a collection of financial planners, accountants, insurance advisors, lawyers, and investment managers who specialize in delivering comprehensive business solutions to help you successfully grow, improve, and transition out of your business.
WHO WE ARE
We saw a big problem that business owners face. There are too many successful business owners struggling to properly transition to the next phase of their business. Whether it’s expanding their operations, improving their processes, or transitioning out of their business, navigating the complex process can be daunting
The reality is that any person that works in financial planning, estate & tax law, accounting, or insurance can claim that they offer strategic business advice.
But do these professionals, when taken on their own, have the resources required to properly execute your business strategies?
We believe that having access to a collective of highly specialized individuals is paramount to coordinate and execute a successful succession plan, as well as implementing effective business strategies for growth and improvement.
That’s why we formed The Next Chapter Group.
Why work with us?
You shouldn’t have to spend all of your time trying to figure out how to achieve your business goals.
Next Chapter thinks that you should hear one voice and one plan. And only after the professionals have had the chance to come to the table, work together behind the scenes, and develop business strategies for your review.
We distill the insights of the skilled professionals that make up Next Chapter into one voice and present you with a refined, actionable plan.
When you work with Next Chapter, our expertise covers every aspect of your unique planning needs from start to finish. This grants you peace of mind, knowing that a strategic plan is in place to ensure the realization of your goals, continuation of your legacy and the ability to make a positive impact on your community. But primarily, you can have peace of mind that moving onto the next phase of your business will be a seamless transition because you have a team of experts guiding you every step of the way.
Our Core Values
A true steward of your business and personal objectives, we value…
Dedication and focused attention throughout every phase of your transition
The sense of security and confidentiality you expect
Independent, effective, expert, and transparent communication every step of the way
The trust you place in us to be objective and to meet your goals with excellence
Meet the team
Tax Lawyer at Thompson Dorfman Sweatman LLP