who we serve

You've built something worth preserving. Plan for what's next.

Every owner has a different vision for what comes next. No matter your path, Dietz NextStage is here to help you clarify it.
Couple enjoys retirement after successfully selling their family business
Business owner leads meeting about succession
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"They didn’t just give us a plan—they gave us peace of mind. I’d recommend Dietz to any owner facing a big transition."
Marion Schrock, CEO of North American Transportation Solutions
An older man and a younger woman, both wearing hard hats, look over paperwork together at a factory.

Transitioning to Family

You want to pass the business on but aren’t sure how. You worry about fairness, readiness, and what happens if things don’t go as planned.
Example
A family-owned manufacturing business needs to design a phased transfer to the next generation, complete with governance guidelines and a plan for siblings not involved in operations.
How the Dietz Team Would Work With You
We guide you through the planning, conversations, and legal structures that protect both the business and your relationships.
Team meets about selling their business to a third party

Selling to a Third Party

You want the best possible outcome, but you're wary of disruption, taxes, and leaving money or opportunity on the table.
Example
A Midwest-based specialty food manufacturer is preparing for sale. The need to optimize financial reporting, strengthen leadership continuity, and negotiate a deal with favorable post-sale involvement.
How the Dietz Team Would Work With You
Our team coaches you on how to position your company, navigate negotiations, and secure a deal that aligns with your goals.
Business owner enjoys his retirement

Facing a Disruption

You never expected to deal with disability, divorce, or disaster. But now you need a clear path forward.
Example
An owner's sudden illness could leave the company without a clear leadership plan. A transition strategy that preserves value, reassures clients, and secures interim leadership is essential.
How the Dietz Team Would Work With You
We bring structure and stability before uncertain times occur, preparing you to make smart decisions under pressure.
Older couple sail on a boat during sunset and enjoy their retirement after selling the business

Shift Your Focus to Personal Fulfillment

Shift focus from money to personal fulfillment.
Example
A professional services owner nearing retirement wants to have an exit plan in place to ensure he can enjoy life without stress.
How the Dietz Team Would Work With You
Do you have what you need to live your best life? We help you gain confidence and peace of mind for your next chapter.
Owner of a business smiling at employee off camera

Owners of $5–185 Million Businesses

You know complexity increases with scale. We help you simplify.
Example
A $90M regional distributor faced leadership gaps and operational inefficiencies ahead of a sale. A strategic improvement plan would boost valuation and smooth buyer due diligence.
How the Dietz Team Would Work With You
Our experience with mid-market and large private companies means we can address the unique financial, operational, and leadership challenges that come with size.
Where we are

Serving clients across the Midwest & beyond.

Based in South Bend, Indiana, DNEP serves business owners throughout the greater Midwest region, including Northern Indiana, Southwest Michigan, and the Chicagoland area. Our deep regional experience ensures we're familiar with the business, financial, and familial dynamics unique to this part of the country.
Get to Know Our Team
Get to Know Our Team
Testimonials
More than numbers. Real plans for real lives.
We don’t just look at spreadsheets. We look at families, futures, and the things that matter most.
George Sandman
Founder & CEO of Growth Drive LLC
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“Larry has drawn together a rare best-in-class team that delivers exactly what they promise.”
Marion Schrock
CEO of North American Transportation Solutions
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"They didn’t just give us a plan—they gave us peace of mind. I’d recommend Dietz to any owner facing a big transition."
Sue Demeter
President of J R Fox
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“Passing the family business down to our children was something we’ve dreamed about but were terrified of conflict. DNEP helped us have the tough conversations, set clear expectations, and make a plan that felt fair to everyone. It wasn’t just about money; it was about protecting our relationships”
George Sandman
Founder & CEO of Growth Drive LLC
Quotation mark
“Larry has drawn together a rare best-in-class team that delivers exactly what they promise.”
Marion Schrock
CEO of North American Transportation Solutions
Quotation mark
"They didn’t just give us a plan—they gave us peace of mind. I’d recommend Dietz to any owner facing a big transition."
Sue Demeter
President of J R Fox
Quotation mark
“Passing the family business down to our children was something we’ve dreamed about but were terrified of conflict. DNEP helped us have the tough conversations, set clear expectations, and make a plan that felt fair to everyone. It wasn’t just about money; it was about protecting our relationships”
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No matter where you are, we'll get you where you want to go.

Every transition is unique, but you don’t have to navigate it alone. Whether you’re years from an exit or already facing a major decision, we’ll help you chart a course that protects your business, peace of mind, and your legacy.
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Preparing business owners to lead their transitions with courage, confidence, and conviction.
Your legacy, thoughtfully transferred.
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