Nextstep Transitions

What Nextstep Transitions does

Nextstep Transitions (legal entity Next Step Transitions, LLC) is a Seattle-area, privately-held service firm that delivers senior move management and senior living family advisory services across King, Pierce, and Snohomish Counties in Washington, with Family Advisor coverage spanning from Bellingham to Vancouver, WA. The company's core products are organized as two integrated service lines: a paid Move Management offering that handles rightsizing, space planning, hands-on sorting and packing, mover coordination, estate liquidation, junk removal, shipping management, residence cleanout, and unpacking/settle-in (with move tickets disclosed around $5,500 for a 2,000 to 675 square-foot downsizing); and a freemium Family Advisory offering that provides no-cost senior living placement guidance across Independent Living, Assisted Living, Adult Family Homes, and Memory Supportive Care, monetized through referral and placement fees from senior living communities. The underlying technology is human-expertise-led rather than platform-led, anchored by a 'math doesn't lie' space planning process using customized floor plans, a domain-specialized rightsizing methodology, and consultant-driven care continuum navigation.

The go-to-market combines consultative direct sales with a referral-driven B2B motion: free consultations and quotes lower customer acquisition friction, leads are sourced from senior living communities, realtors, elder law attorneys, healthcare professionals, and search/earned media, and ElderMove Alliance seminars (five spring, two fall) provide community-led top-of-funnel demand. The customer base is heavily consumer (individual seniors and their adult children) with secondary institutional pull-through from senior living marketing directors and realtors, all concentrated in Western Washington. The firm was founded in 2007 by Christy Urdal, acquired by David Haack in 2023 (he also launched a separate, wholly-owned family advisory subsidiary in December 2024), and operates as an LLC with 1-10 employees, no external funding, and no disclosed revenue. Headcount, regional focus, and labor-intensive unit economics constrain scaling, while the operator-side senior living credentials of the current owner and the placement-revenue stream opened by the 2024 subsidiary are the key upside levers.

Name

Nextstep Transitions

Legal name

Next Step Transitions, LLC

Website

https://nextsteptransitions.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Nextstep Transitions is a Lynnwood, Washington-based senior move management and family advisory firm serving older adults and their families in King, Pierce, and Snohomish Counties through paid relocation services and free senior living placement referrals.

Ownership category

akta.pro rank

Product category

Senior Move Management Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Social Services (8300), Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

Senior Move Management (HSAFAFAD)

akta.pro secondary industries

Senior & Assisted-Living Local Moving (HSAKAAAD), Housing & Placement Coordination (Assisted Living, Memory Care, SNF) (HSABAIAL), Interstate Senior Moving & Downsizing (Long-Distance) (HSAKABAC)

Keywords

• Senior move management
• Senior relocation services
• Senior living advisory
• Downsizing services
• Estate liquidation services

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Move Management Services: Full-service relocation management including sorting, packing, space planning, mover coordination, unpacking, and residence set-up. This is a paid service with a free estimate provided within normal coverage area. Pricing varies by size of home and scope of services (example: approximately $5,500 for moving from 2,000 sq ft to 675 sq ft).
2. Family Advisory Services: Free consultation services to help families find appropriate senior living options including Active Living, Assisted Living, Adult Family Home, or Memory Supportive locations. The company earns referral fees or placement fees from senior living communities when clients are placed.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Nextstep Transitions provides senior move management and family advisory services for older adults and their families in the greater Seattle metropolitan area. Its services include sorting and packing, customized space planning, mover coordination, unpacking and residence setup, estate liquidation, junk removal, and residence cleanout. The Family Advisory line helps families identify and place seniors into appropriate Independent Living, Assisted Living, Memory Supportive, or Adult Family Home options across King, Pierce, and Snohomish counties in Washington State.

Product overview

Nextstep Transitions operates as a dual-service company offering two integrated experiences: Family Advisors and Move Management. The Family Advisors service provides free consultation to help families navigate senior living placement options including Independent Living, Assisted Living, Adult Family Homes, Memory Supportive Care, and Medicaid options. The Move Management service delivers comprehensive relocation support encompassing rightsizing, space planning with floor diagrams, hands-on sorting and packing, unpacking and settle-in experience, estate liquidation, junk removal, residence cleanout, and shipping management. Both services work together to guide clients through transitions from current homes to new living arrangements, with the space planning module helping clients visualize what furniture fits before they commit to moving.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Advisors Free consultation and advisory service that helps families identify appropriate senior living options including Independent Living, Assisted Living, Adult Family Homes, Memory Supportive Care, and Medicaid-eligible facilities across King, Pierce, and Snohomish Counties in Washington State. The company earns referral/placement fees from senior living communities when clients are placed.
• Move Management Comprehensive paid relocation service for older adults transitioning between residences. Includes rightsizing, customized space planning with floor plans, hands-on sorting and packing, mover coordination, unpacking and residence setup, estate liquidation, junk removal, shipping management, and residence cleanout. Pricing is quote-based and varies by home size and scope, e.g., approximately $5,500 for a 2,000 sq ft to 675 sq ft move.

Quantifiable outcome

• Math doesn't lie - space planning ensures furniture fits before move day, eliminating surprises
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• ElderMove AlliancecoreStrategic or Co-development Partner · 1 January 2002Next Step Transitions is part of ElderMove Alliance, a group of businesses aligned in their goal of helping older adults achieve their goals. Founded by Mindy Garner and her husband Mike Garner in 2002, the group includes real estate agents, move managers, and other specialists. They host free in-person seminars (five in spring, two in fall) and provide comprehensive education on downsizing and aging in place. David Haack serves as the move management representative within this collaborative network.
• National Association of Senior Move Managers (NASMM)coreOthersActive member since 2007. NASMM is the premier professional association for senior move managers, providing certification, training, and ethical standards. Members must meet strict business and insurance requirements.
• National Association of Productivity and Organizing Specialists (NAPO)supportingOthersProfessional membership organization for productivity and organizing professionals.
• Senior Care CoalitionsupportingOthersProfessional coalition supporting seniors and their families in Western Washington.
• Northwest LGBT Senior CaresupportingOthersNetwork focused on culturally competent care solutions for LGBTQ seniors and their loved ones in the Pacific Northwest. David Haack founded The Northwest LGBT Senior Care Providers Network.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Seniorly: Online senior living marketplace and advisory platform. Competes with the Family Advisory placement offering via a tech-enabled model; less hands-on than Next Step's consultative approach but with broader reach.

Broad incumbents

• A Place for Mom: Largest senior living referral and advisory network in North America. Comparable on the Family Advisory/senior living placement side of Next Step's offering, with much broader geographic reach and a digital-first go-to-market.
• Brookdale Senior Living: Largest U.S. senior living operator. Relevant as a referral partner and as a potential customer for placement-driven move management services; competing ecosystem player in the broader senior transition market.
• Five Star Senior Living: Senior living and rehabilitation services operator. Comparable as a senior living operator counterpart to Next Step's family advisory placements; broader portfolio than Next Step's niche offering.
• Atria Senior Living: National senior living operator with communities across multiple states. Comparable as a destination for Next Step's family advisory placements and as a referral source for move management services.

Regional players

• Smooth Transitions: Senior move management company operating in select U.S. regions. Directly comparable move management service, though typically in different geographies from Next Step's Pacific Northwest focus.

Others

• Senior Helpers: National provider of in-home personal care and senior care services. Adjacent rather than direct: overlaps at the edges of the senior care continuum but does not provide move management or placement.

Direct peers

• Oasis Senior Advisors: Franchise network of local senior living advisors offering free placement assistance to families. Comparable to Next Step's Family Advisory service, often paired with move management partnerships that mirror Next Step's combined offering.
• CarePatrol: National senior living placement service that helps families find assisted living, memory care, and other senior care options. Direct competitor to Next Step's Family Advisory Services LLC, particularly in the Puget Sound region where CarePatrol has local advisors.
• Caring Transitions: National franchise specializing in senior move management, downsizing, online auctions, and estate liquidation. Most directly comparable competitor with the same service bundle and target customers (seniors and families), though operating at scale via franchisees across the U.S.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/NextStepTransitions

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nextstep Transitions