Strategic Business Intelligence & Client Relations Specialist

Trusted Advisor Business Transition Planning

Rick Freeman serves as Senior Client Advisor at Next Level Biz Brokers, bringing over a decade of collaborative experience working directly with founder Terry Collins since 2014. As the primary liaison between business owners and our advisory team, Rick specializes in strategic financial analysis and business assessment.

Expertise & Approach

Having developed his expertise in business intelligence and client advisory services through years of partnership with Terry Collins, Rick brings exceptional analytical skills and refined communication expertise to every client interaction. His role encompasses:

• Initial Business Assessment: Conducting initial financial analysis and business evaluation consultations

• Strategic Communication: Serving as the primary point of contact for business owners exploring their exit options

• Financial Intelligence: Gathering and analyzing critical business data to optimize positioning and valuation strategies

• Client Guidance: Providing expert guidance throughout the preparation process, ensuring owners understand each step of their business transition

Rick's unique ability to bring genuine understanding of business owner concerns makes him an invaluable resource for clients beginning their exit planning journey. His consultative approach ensures that every business owner receives personalized attention and strategic insights from their very first conversation with Next Level.

"Rick's expertise in financial analysis and his natural ability to connect with business owners creates the foundation for every successful transaction. He ensures our clients feel confident and well-informed from day one."