Rick Freeman
Client Relations Director
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."
General Questions About Our Services
We understand that selling your business isn't just a transaction—it's your legacy and your family's future. We specialize by industry rather than taking a generalist approach, with advisors who are experts in specific sectors maintaining relationships to 220+ specialized lenders, 100,000+ pre-qualified buyers, and proven track records in their industries. We achieve up to 90% success rates compared to the industry average of 20% because we genuinely care about honoring what you've built while maximizing your value.
Success rates based on businesses completing our full preparation and advisory process - demonstrating the commitment level that separates serious sellers from casual inquiries
Yes. Our success rate is dramatically higher because we only work with sellers who invest in professional preparation through our evaluation process. This creates a commitment foundation that separates serious sellers from casual inquiries, while funding the comprehensive preparation that makes businesses irresistible to buyers. More importantly, it establishes the trusted advisor relationship you deserve during this critical life transition.
We handle businesses from $500K to $100M+ across all industries, treating each as the masterpiece it represents. Our team members specialize in different deal sizes with genuine understanding of what it means to hand over your life's work: $500K-$5M (mid-market), $1M-$10M (multi-state), $2M-$15M (manufacturing), and up to $100M+ (large complex deals).
We have specialized advisors for manufacturing, restaurants & hospitality, healthcare & professional services, retail & e-commerce, waste management, logistics, service businesses, and more. Each advisor combines deep industry expertise with genuine empathy for the business owner's journey, because your decades of expertise deserve someone who speaks your language and respects what you've built.
We have 15 full-time employees dedicated to this process—not just to sell your business, but to support you through one of the most emotionally challenging experiences of your life. You'll have access to specialized advisors, marketing experts, financial analysts, and support staff who understand this isn't just about numbers—it's about securing your family's future.
Your Next Chapter Starts With The Right Partner
You didn’t build your business to settle for “good enough” when it’s time to sell. Your life’s work deserves industry specialists who understand both the numbers and the emotions, who respect your legacy while maximizing your value.
Don’t let another day pass wondering “what if?” Every month you delay is another month of carrying costs, market uncertainty, and emotional stress. Your family’s future is too important to leave to chance.
