Next Step Advisors
Next Step Advisors is a team of professionals who are dedicated to supporting business families as they navigate the complexities of owning and transitioning a family enterprise. From our years of experience navigating the rough entrepreneurial waterways, we help families ensure a successful voyage through education, facilitation and consultation.
Speaking Engagements & Workshops
Our Advisors bring a lifetime of experience working in and with some of Canada’s best-known family enterprises. Their deep knowledge of succession planning, leadership development and conflict management provide the solid foundation for customized speaking engagements, workshops and seminars.
Family Advisory Services
Using our proven 4-step methodology, we help families identify issues and vulnerabilities and then collaborate to create a customized action plan for ongoing advising and coaching to ensure long-term success and viability.
Confidential Interviews
Share personal perspectives, concerns and goals during one-on-one interviews.
PULSE® Report
With everyone at the table, our Advisors work with your family to create an action plan.
Family Round Table
A summary of common themes gathered from the initial interviews in five key areas.
Ongoing Advice
Follow-up meetings and coaching sessions monitor progress towards your goals.
What is the current health of your family enterprise?
Take our 5 Minute Assessment and find out.
TAKE THE ASSESSMENTDavid C. Bentall
Next Step Advisors was founded by David C. Bentall to help family enterprises avoid the stress, pitfalls and upheaval that often accompany management transitions and ownership succession. His expertise is rooted in empathy and understanding after spending more than two decades as an executive of one of Canada’s most prominent real estate and construction companies.
Executive Coaching & Mentoring
Next Step Advisors offers coaching and mentoring that is customized for family business successors. We collaborate with you to develop leadership development plans designed to help you to clarify and achieve your goals and dreams. Our coaches help you assess where you are now and accelerate your progress towards your personal and professional objectives.
Education Programs
Dear Younger Me: What I wish I knew before the transition of the family business
Develop qualities and characteristics to be a collaborative member of a family enterprise.
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Resources
Family Business is Good Business
As 2005 approached, I was asked to predict what I saw ahead for the year. I stated: “I predict that 2005 will be the year that Canadians begin to recognize that family business is the economic engine of our economy.” Allow me to explain why I believe this.
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