Next Level Experts to Strengthen Your Readiness

Next Level Ready works with operators and advisors who bring depth in the areas where founders need it most: operations, M&A, valuation, HR, compliance, and workforce strategy.

MEET THE TEAM

Charles Bedard

Director of M&A Strategy & Deal Advisory, Strategic Advisor for High-Value Exits

Charles brings more than 20 years of experience advising CEO entrepreneurs, family offices, and private equity firms across the B2B work tech and tech-enabled services sectors. He pairs deep industry insight with a practical understanding of both front- and back-office operations — a combination that gives founders a clear, strategic path when they’re considering an exit.

As both an entrepreneur and trusted advisor, Charles has led numerous deals, acquisitions, and successful exits. He understands how buyers think, what markets reward, and which operational signals drive valuation — and he has the relationships to open the right doors when timing is right.

How Charles Supports Our Clients:

  • Valuation benchmarks and buyer perspectives

  • Deal strategy and readiness guidance

  • Buyer/seller introductions and market insight

  • Support through negotiations and M&A execution

  • Clarity on timing, opportunities, and exit scenarios

Charles ensures founders move forward with confidence — whether they’re exploring options or preparing for a premium exit.

Shane Williams

Director of Business Development, Workforce & Operational Risk Specialist

Shane brings over two decades of experience helping business owners streamline and strengthen every stage of the employee lifecycle. Alongside his role at Next Level Ready, he operates a PEO company, where he has supported hundreds of organizations through payroll, HR, workers’ compensation, insurance, talent acquisition, and retention challenges.

His experience helps clients remove friction, improve margins, and build a workforce foundation that holds up under both growth and due diligence.

In exit-focused engagements, Shane plays a critical role in identifying HR and compliance risks that can reduce valuation or delay a transaction — ensuring the business is “buyer-ready” from a people and workforce standpoint.

How Shane Supports Our Clients:

  • Workforce structure and compliance readiness

  • Payroll, HR, and workers’ comp optimization

  • Talent acquisition strategy and risk mitigation

  • Employee retention and onboarding systems

  • Operational and HR diligence preparation for exits

Shane helps founders strengthen the people side of the business — an essential component of operational strength and transferable value.

Every readiness journey starts with a Discovery Call.

Let’s talk about where your business stands today.

Book a Discovery Call