Rick Chance

Go-getter
DISC Type : d

Advisory Board Member at NextNow Ai

Newport Beach, California, United States

Overview

Rick is a growth-focused COO and Board Advisor with 25+ years of M&A and financial services experience, having advised on over 75 transactions. He focuses on scaling teams and guiding organizations through transformation. Rick earned his MBA from UCLAs Anderson School of Management and holds Series 24 and 63 certifications.

Outside of his professional life, Rick is an avid golfer and leverages the sport for team-building activities. He organized a team outing to the Genesis Invitational at the Riviera Country Club, believing that strong collaboration is key to delivering successful results.

Unique fact: Rick founded and led a nationally recognized "special situations" advisory practice at KPMG, creating new M&A verticals during periods of market disruption.

Personality Overview

Self-Confident

Direct & Candid

Decisive

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

AI Business Application
Advises NextNow. AI, emphasizing the importance of solving business problems with technology, not just leading with it. He helps accelerate their client acquisition and strategic partnerships.
M&A Advisory
Has deep expertise in M&A, having advised on over 75 transactions for middle-market companies throughout his career at Intrepid Investment Bankers and KPMG.
Scaling Business Operations
As Intrepid's first COO, he led the firm's national expansion and transformation. He is a self-described "builder" focused on creating sustainable growth.

Media Appearances

Rick has no verified media appearances

Work History

11-2025
Advisory Board Member at NextNow Ai
Managing Director & Chief Operating Officer at Intrepid Investment Bankers
Managing Director, Head of Strategic Relationships at Intrepid Investment Bankers
Managing Director, Consumer Leisure & Wellness at KPMG Corporate Finance LLC
Managing Director & Group Head, Special Situations at KPMG Corporate Finance LLC

Education

MBA from UCLA Anderson School of Management
Bachelor of Commerce from McGill University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Newport Beach, California, United States Job Level : Leadership Designation : Advisory Board Member at NextNow Ai
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Rick

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Rick take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Rick

Personality Compatibility


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