top of page

From Chaos to Clarity: We make Growth feel Easy- While Building Real Value for the Future.

Scale Lean. Exit Smart 
 

What's Your Next Success Story?

Visionary Leaders. Legacy Wealth Builders. At Into the Next, we help you expand beyond limits. 

Dark Blue and Beige Modern Finance Logo (1).png
Dark Blue and Beige Modern Finance Logo (4).png

Project 02

Dark Blue and Beige Modern Finance Logo (3).png

Project 03

Blue Business promotion Facebook Cover template.png

Project 04

Dark Blue and Beige Modern Finance Logo (2).png

Project 05

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.  

A Strategic and Operational Focused Team of M&A Advisors &Fractional CFO/COO.

Fundraise Capital for your Venture Funded Startup.

We come in as a fractional CFO to support you during your fundraise. Full fundraising service plus the expertise of a fractional CFO to help you set up to your next fundraising round. 

Scaling Fast and Chaotically for SMB ($2M-30M)

We implement our hybrid fractional CFO/COO Model to help high-growth businesses develop strategic financial and execute operational frameworks to minimize inefficiencies and achieve sustainable growth. 

Monochrome photo showing people walking by a building, illustrating the theme of Business Exit Planning Services. - Into The Next

Exiting & Beyond ($5M+)

Take advantage of the expertise of a CEPA (Certified Exit Planner Advisor)  and experienced M&A advisors and Fractional CFOs/COOs to help you navigate your exit plan at a personal and business level.  

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.

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.

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.

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

 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

Aerial view of a cityscape, showcasing buildings and streets, representing innovative solutions - Into The Next

Startups & Early -Stage: Seed-Series B

  • Whether you are preparing for a fundraising round, we ensure you are well-prepared with a firm valuation. 

  • Whether you need a fractional CFO to prepare a forecasting tool and help you manage your cash flow 

  • Whether you need cash flow management as you continue monitoring your burn. 

  • 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

  • Whether you need to optimize for growth or restructure your business model, we ensure your business is lean, profitable, and aligned for maximum value.

  • Whether you need project management

  • Whether you need clean processes

  • Whether you need financial guidance to improve your financial position

  • 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.

Black and white image of individuals walking in front of a building, representing the journey of companies preparing for exit. - Into The Next

For SMB Over $5million in Revenue or Businesses Projected to Reach that in 1-2 Years

For High-Growth Companies Preparing for Exit

  • Want to optimize for an exit in 1–3 years

  • Worried deals won’t yield returns?

  • Whether your valuation is not where it should be. 

  • Whether you need leaner operations.

  • Whether you need separation of  the business

  • 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

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

How Ready are You to Scale Lean & Exit Smart?

Take the Scale and Exit Readiness Index assessment to calculate your value gap in your business. 

IMG_2965 (1)_edited.png

Tune In

The Scale to Exit Podcast

Tune In

where founders, investors, and advisors come together to share the real stories behind scaling companies and preparing for strategic exits. Each episode dives into practical strategies, mindset shifts, and lessons learned from entrepreneurs who have built, grown, and sold businesses. Whether you’re bootstrapping or venture-backed, you’ll find insights to help you scale smarter and position your business for long-term success or a profitable exit

We're

Hiring

Become part of our global team!

https___assets.usestyle.ai_i_c0cc230d-bc5e-4f01-88df-011099344fec.webp

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

https___assets.usestyle.ai_i_177b50b8-a9eb-4ea7-a50e-27876d4222e6.webp
https___assets.usestyle.ai_i_c6508e24-7fa1-4dd2-8460-dbf10559d0ba.webp

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.

Your Trusted Partner in Dallas, TX

Image illustrating a broad range of services, recognized by over 450 news sites.
bottom of page