NextStep Advisory Services Overview

  • Service
  • Financing Advisory

  • Founded
  • 2014

  • Employees
  • 15


NextStep Advisory Services General Information


NextStep Advisory is a financial advisory firm based in Burlingame, California and founded in February 2014. The firms' practise areas include initial public offering, technical accounting, and sec reporting. NextStep's technical accounting practice primarily consists of researching, analyzing, and documenting the accounting implications and conclusions of complex business transactions and the IPO services primarily consist of preparing the financial information, drafting the S-1 and F-pages and responding to SEC comments.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 1290 Howard Avenue
  • Suite 320
  • Burlingame, CA 94010
  • United States
+1 (650) 000-0000

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NextStep Advisory Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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NextStep Advisory Services Team (12)

Name Title Deals Office Contact
Barrett Daniels Co-Founder, Chief Executive Officer & Managing Partner Burlingame, CA
Jenny Zhai Co-Founder & Technical Accounting Director Burlingame, CA
Brendan Harrigan Co-Founder & Assistant Manager Burlingame, CA
Lorraine Aldaya Assistant Manager Burlingame, CA
Wesley Thomas Assistant Manager Burlingame, CA
You’re viewing 5 of 12 team members. Get the full list »