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Who We Are

The TransitioNext team’s approach is to view ourselves as an extension of your business, treating every decision as if we were in your shoes. To deliver a solution that truly makes sense, we work in total collaboration with each other, your company, your family, and any strategic partners such as attorneys, business coaches, accountants, and other financial advisors in whom your family has put their trust.


Meet the team

Keven Prather

Keven P. Prather, CFBS

Partner | Financial Advisor

Samantha Potoczak

Samantha Potoczak

Financial Advisor

Cathy Prather

Cathy Prather

Practice Manager

As one unified team, we offer a range of financial services to serve your needs:

  • Transition
    • External (Exit)
    • Internal transfers
    • Succession
  • Family business consulting
  • Shareholder Financial Planning (includes all your business assets)
  • Individual Financial Planning
  • Insurance and protection planning
  • Qualified/non-qualified executive compensation plans
  • Corporate and individual retirement plans
  • Total Wealth Planning

We recognize that business owners’ full financial picture encompasses more than corporate financials, and our approach is one of Total Wealth Planning to help you achieve a strong financial backbone for your family.

Total Wealth Planning looks at all facets of your financial picture:

  • Family or closely-held business
  • Commercial/agricultural real estate
  • Intellectual property
  • Investable assets (non-qualified)
  • Retirement assets
  • Personal real estate/land holdings
  • Personal property
  • Trusts and estates