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Fractional CFO/COO & Exit Planning for Funded Startups and Scaling SMBs
Scale with Profitability
We implement a financial infrastructure, processes and KPI to increase EBITDA.
Optimize Operations
With over 30 years of combined experience we help identify bottlenecks and implement processes for leaner operations. ize capital structures.
Elevate Business Value
Our CFO/COO services are tailored to your business needs to increase value, whether that is adding revenue streams, diversifying customer base or suppliers.
Prepare for a Strategic Exit
Our strategic business exit plan is tailored to your business, we work with your internal team as we prepare your for a big exit.
Fractional CFO-COO & Exit Planning to Prepare You to Scale Lean & Exit Smart
The Story of Into The Next Fractional Partners
On a Mission to bridge the Gap between a Business and a Sellable Asset
Founded in 2021, Into The Next was created with one mission: to help funded startups and scaling small to mid-sized businesses grow smarter, increase value, and move boldly into their next chapter, whether that’s scaling, exiting, or transforming.
We partner with both venture-backed startups and established businesses to navigate growth, financial complexity, and operational bottlenecks. Our unique hybrid model, blending Fractional CFO and COO expertise, bridges the gap between strategy and execution.
We specialize in supporting companies across various industries, including Tech, eCommerce, CPG, Clinics/Practitioners, Manufacturing, and Service-based industries, typically generating $1M–$30M in annual revenue or on a clear path to achieving that range.
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Startups: We provide strategic and operational financial leadership to hit fundraising and growth milestones, manage burn, and build toward long-term enterprise value.
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Established Businesses: We streamline operations, improve margins, align strategic financial goals, and prepare for investor readiness or high-value exits.
At Into The Next, we believe every business has a next phase and we exist to help you build it. Whether you’re scaling up, optimizing what you’ve built, or planning for an exit in the future, we work hands-on to increase your valuation, operational efficiency, and leadership capacity so your business can thrive with or without you at the helm.
Why Work With Us: Scaling for Value & Execution, Not Just Advising
Experienced Professionals
With over 30 years of combined industry experience, our team is equipped to navigate complex scenarios and deliver measurable results.
Customized Solutions
No two businesses are the same, and neither are our execution. We tailor our approach to meet your unique goals and challenges. We are focused on small to medium businesses and large-scale efforts.
Long Term Partner
At Into The Next we provide comprehensive long-term support not just transactional advice. From strategic planning to successful exits, we have a track record of helping businesses achieve siginificant growth and value creation.
Done For You- Done With You Services
Unlike traditional consulting firms that provide expensive, theoretical strategies, Into the Next partners with growing businesses to execute value-driven transformations that lead to tangible financial outcomes.
Industries
eCommerce
We help businesses optimize their online presence, improve customer experience, increase their AOV, customer lifetime value and manage logistics for seamless operations.
Technology
We support innovation through strategic planning, risk management, and operational scalability, ensuring you stay ahead in a competitive market
CPG
We enhance supply chain efficiency, optimize production processes, and provide strategic financial insights to drive profitability
Professional Services
We offer solutions to enhance service delivery, streamline operations, and implement effective financial management practices.
Healthcare Providers
We help clinics and solopreneurs optimize their operations and become their own CFO/COO. We coach you weekly to take ownership of your business operations and finances.
Our
Solutions
Startups & Early -Stage: Seed-Series B
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Whether you are preparing for a fundraising round, we ensure you are well-prepared with a firm valuation.
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Whether you need a fractional CFO to prepare a forecasting tool and help you manage your cash flow
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Whether you need cash flow management as you continue monitoring your burn.
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Whether you need to meet your fundrasing milestones to get to the next fundraising round.
Scaling Small-Medium Business over $1million in revenue
Restructuring or Growing
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Whether you need to optimize for growth or restructure your business model, we ensure your business is lean, profitable, and aligned for maximum value.
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Whether you need project management
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Whether you need clean processes
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Whether you need financial guidance to improve your financial position
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From operational restructuring to refining revenue models, GTM, and execution, we make sure every part of your business is set up for long-term success.
For SMB Over $5million in Revenue or Businesses Projected to Reach that in 1-2 Years
For High-Growth Companies Preparing for Exit
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Want to optimize for an exit in 1–3 years
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Worried deals won’t yield returns?
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Whether your valuation is not where it should be.
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Whether you need leaner operations.
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Whether you need separation of the business
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Whether you need financial & strategic support
It’s all about a dialogue
A few words from our clients. See client stories for more.
STCG has been my partner since I launched my business. It has been a great partnership, they are flexible in services, pricing and care for the best interest of my business. I definitely recommend them to whoever is looking for a company that stands behind their customer base
Seth , Owner
Aviant Aviation
Alejandra and STCG have helped guide me and my business in expert fashion. Very knowledgeable and competent staff. Alejandra tells it like it is and backs up all her consultation with excellent data and knowledge. I would recommend her and her services to anyone looking to grow their business!
Osei Gyamfi,
owner
Splitsees
Alejandra has been with us for over a year and through a few transitions to support our financial needs as an early startup. She has been a great partner through her commitment to our team and guiding/supporting the changes in the business. She is always accessible and available to talk, and has an amazing network that she has connected us with over the year to help with other parts of our business.
Jen, CEO
Betr Remedies
Building an Ecosystem for Entrepreneurs and Business Owners
An Ecosystem for Owners Who Think Beyond Today
“I’m not just building a consulting practice, I’m creating an ecosystem that supports both founders and seasoned business owners at every stage of their journey. From strategy and capital readiness to operations and exit planning, I bring together the right people, resources, and knowledge to help businesses grow with intention. My mission is to build a community where entrepreneurs don’t just survive the challenges of ownership, but scale smarter, create lasting value, and step confidently into their next chapter.”
— Alejandra Santos, CEO & Founder of The Educated CEO, Into the Next, and Scale to Exit
Comprehensive Business Valuation Services in Dallas, TX, for Sustainable Growth
At Into The Next, we partner with forward-thinking businesses, providing strategic insight and comprehensive financial leadership that changes organizations into scalable, sustainable enterprises. Headquartered in Dallas, TX, our experienced team combines deep financial expertise with operational acumen, providing tailored solutions that support long-term growth and profitability.
Businesses benefit from our outsourced CFO and Fractional CFO Services, which provide access to experienced financial experts without the commitment of a full-time executive appointment. We bring strategic financial oversight, manage complex reporting requirements, and drive informed decision-making that supports sustained operational growth. Our CFO services are customized to provide clarity, mitigate risk, and optimize capital structures.
Expert Financial Leadership with Outsourced CFO Solutions
Operational efficiency is central to every thriving business. Our operations consulting services identify bottlenecks, streamline workflows, and implement scalable processes that foster operations growth. By coordinating operational strategies with financial objectives, we empower organizations to transform to market demands while maintaining strong performance metrics.
Driving Operations Consulting and Growth
Strategic financial planning for businesses involves creating a roadmap that aligns financial objectives with business aspirations. At Into The Next, we develop customized financial plans that anticipate challenges, seize opportunities, and ensure long-term resilience. Our forward-looking strategies allow businesses to make proactive decisions, assuring stability in a dynamic market environment.
Strategic Financial Planning For Business Success
Serving businesses across industries, Into The Next offers the expertise and insight companies need to scale with confidence. Our comprehensive services position us as a dependable financial and operational partner for businesses in Dallas, TX, and across various regions. Schedule your consultation today and discover how strategic financial planning for business can unlock your company's full potential.
