Question 1

How does your pricing and billing work?

Accepted Answer

Pricing is transparent and designed to scale with your business—whether you're looking
for a light-touch advisor or a hands-on strategic partner. Pricing ranges from $250-
400/hour billed monthly. We'll work with you during the discovery call to determine the
best fit for your firm’s size and goals.

Generally, firms can work with us three ways:
1. Tiered monthly packages based on the level of support your firm needs.
2. Project-based contract for a specific initiative.
3. As-needed consulting by the hour.

Question 2

How many hours per month can Next Peak help us?

Accepted Answer

Our service packages range from 5 to 40+ hours per month, depending on your
selected tier. You’ll always know what’s included, and we ensure high-impact support is
delivered efficiently—whether it’s building out your people strategy, coaching leaders, or
tackling urgent people ops needs.

Question 3

What is the onboarding process to get started working with Next Peak?

Accepted Answer

Once we agree to move forward, we kick off with a structured onboarding process that
includes a discovery session, a deep dive into your current people operations, and the
co-creation of a 6-month roadmap. This ensures we’re aligned on your goals, key
priorities, and the best ways we can support your team right from the start.

Question 4

What’s the difference between a Fractional Chief People Officer and a full-time HR director?

Accepted Answer

A Fractional Chief People Officer or Fractional Director of Human Resources
provides strategic leadership and HR expertise at a fraction of the cost of hiring a full-
time executive. While a full-time HR director may focus on tactical, day-to-day
operations, a Fractional CPO helps you with big-picture planning—such as culture
development, talent management, and organizational design—without the need for
a full-time commitment.

Question 5

What tools, data, and processes do you use?

Accepted Answer

We bring a toolkit built specifically for scaling RIAs—this includes advisor benchmarking
data from multiple sources, performance management and career path templates,
engagement survey tools, project management systems, and change management
frameworks. We also integrate with your existing systems (e.g., Gusto, Workday) and
rely on proven processes around employee development, compensation, and
leadership development.

Question 6

What happens if we want to scale up or down our level of support?

Accepted Answer

We understand that needs evolve. Whether you want to increase support during
periods of rapid growth or scale back during quieter times, we offer flexible, scalable
services. We'll work with you to adjust our support to match your business goals and
budget.

Question 7

How do you ensure alignment with our company's culture and values?

Accepted Answer

We take the time to deeply understand your mission, vision, and values and interview
all key leaders at your firm during the onboarding process. We then apply this
understanding to all of our people strategies—from hiring to compensation planning to
employee development. We want to make sure that every recommendation we make is
aligned with your company culture to ensure long-term success.

Question 8

Can Next Peak assist with recruiting and talent acquisition?

Accepted Answer

Yes! We can provide full-service recruitment support for our tiered, monthly service
clients, from creating job descriptions to sourcing candidates and conducting interviews.
We help you attract top talent and ensure the best-fit hires for your firm’s needs and
culture. If you're scaling or have hiring needs, we can help streamline the process.

Question 9

How do you measure the success of your services?

Accepted Answer

We focus on key performance indicators (KPIs) that matter to your business, such as
employee engagement, retention, and the impact of leadership development. We also
align with you on measurable outcomes at the beginning of our partnership and provide
regular check-ins to track progress. Success is always defined by the goals you want to
achieve.

Question 10

What kind of reporting and insights will we receive from you?

Accepted Answer

We provide actionable insights and reports on your talent strategy, workforce metrics
(e.g., turnover rates, engagement levels), and the ROI of people initiatives. Our goal is
to make sure you always have the data you need to make informed decisions.

Question 11

What if we only need help with specific HR projects and don’t need a long-term engagement?

Accepted Answer

In addition to our retainer packages, we offer project-based engagements and hourly
consultations for specific HR needs, such as compensation benchmarking,
employee handbook creation, or an advisor training or workshop. Whether it's a
one-time project or a short-term strategy, we can provide support tailored to your exact
needs.

Question 12

How do you ensure confidentiality and protect sensitive employee data?

Accepted Answer

At Next Peak, we take data privacy and confidentiality seriously. We adhere to
industry best practices for protecting your employees'; personal and sensitive
information, and we ensure compliance with relevant data protection regulations (such
as HIPAA if applicable). We use secure portals for document sharing and also maintain
strict internal protocols to safeguard your firm’s data.

Question 13

Can we hire your employees as 1099 employees instead of contracting with Next Peak?

Accepted Answer

Generally, we work through a firm-based consulting model, so all services are delivered
via a contract with Next Peak. Our team operates under our brand to ensure
consistency, accountability, and quality across every engagement.

Question 14

Can you work with our other advisors and consultants (e.g., attorneys, consultants)?

Accepted Answer

Yes! We work seamlessly alongside your other trusted advisors, including attorneys,
other consultants, and partner firms. Our goal is to complement the work they’re
doing and ensure the people side of your business is integrated with all other strategic
efforts.

Frequently Asked Questions