What Next Percent, LLC does

Next Percent, LLC is a privately-held US marketing consulting firm focused exclusively on the mortgage and financial services sectors. The company is founded and operated by Mike Eshelman, who brings over two decades of mortgage and financial services marketing experience, including serving as Chief Marketing Officer at Mr. Cooper (the largest US residential mortgage servicer) and senior leadership roles at Verisk Marketing Solutions (formerly Jornaya) and Pennymac. The firm targets CMOs and marketing executives at mortgage servicers, lenders, lead generation companies, and other financial services firms who need to reposition marketing from a cost center to a profit driver across economic cycles.

The core product is a three-module consulting offering: Marketing Channel Consultation (assessment of which channels can scale for a given client), Strategic Marketing Plans (6, 12, and 24-month roadmaps), and Marketing & Sales Analysis (campaign-level reporting, cohort analysis, and performance modeling). Services are delivered one-on-one by Eshelman, with no disclosed team or delivery bench. The firm also produces the 'Experts on Mortgage' podcast on Spotify and a YouTube video series under @mikeeshelman, which function as content marketing to support direct sales.

The business model is professional services revenue, generated through consulting engagements likely billed on a project or hourly basis, with no publicly disclosed pricing. Go-to-market is sales-led via a Calendly scheduling link on the homepage and a website contact form; an email newsletter is used for ongoing nurture. No technology platform, proprietary IP, or third-party integrations are disclosed, and the firm operates as a single-person consultancy without disclosed funding, headcount, or institutional investors.

Name

Next Percent, LLC

Legal name

Next Percent, LLC

Website

https://nextpercent.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Next Percent, LLC is a US mortgage and financial services marketing consultancy founded by Mike Eshelman (former Mr. Cooper CMO). It delivers three consulting modules: channel consultation, strategic marketing plans, and marketing/sales analysis, supported by the Experts on Mortgage podcast.

Ownership category

akta.pro rank

Product category

Marketing Consulting Services

NAICS

Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Customer, Marketing & Sales Consulting (BPAHACAG)

akta.pro secondary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Mortgage marketing consulting
• Strategic marketing planning
• Financial services advisory
• Lead generation consulting
• Marketing performance analytics

Headquarters

HQ city

Somis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Marketing Consulting Services: Professional consulting services provided on a contract basis. Services include Marketing Channel Consultation, Strategic Marketing Plans, and Marketing & Sales Analysis. Revenue appears to be generated through consulting engagements, likely billable hours or project-based fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Next Percent, LLC is a boutique consulting firm that provides strategic marketing advisory services to mortgage and financial services companies. Its core offerings are three consulting modules: Marketing Channel Consultation, which evaluates client capabilities (telemarketing, inbound, brand recognition) and recommends which marketing channels to scale or scale back; Strategic Marketing Plans, which develops 6-, 12-, and 24-month marketing roadmaps to position marketing as a profitability driver rather than a cost center; and Marketing & Sales Analysis, which sets up reporting, analytics, and customer cohort analysis to track performance at channel and campaign levels.

Product overview

Next Percent, LLC is a marketing consulting firm offering strategic advisory services. The core offerings consist of three consulting service modules: Marketing Channel Consultation (which evaluates and recommends optimal marketing channels based on client capabilities), Strategic Marketing Plans (long-term marketing roadmaps spanning 6-24 months), and Marketing & Sales Analysis (reporting and analytics services). The company also produces content through the Experts on Mortgage podcast and a video series. These services are delivered by Mike Eshelman, who brings over two decades of experience in mortgage and marketing industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Marketing Channel Consultation Advisory engagement that analyzes a client's marketing capabilities (e.g., outbound telemarketing vs. inbound calls, brand recognition levels) and current market conditions to identify which marketing channels can scale and which should be scaled back. Targeted at marketing executives and CMOs at mortgage and financial services firms.
• Strategic Marketing Plans Long-term marketing strategy development service that builds 6-, 12-, and 24-month roadmaps with flexibility to adapt to economic cycle fluctuations. Positions marketing as a profitability driver rather than a cost center for mortgage and financial services firms.
• Marketing & Sales Analysis Performance measurement and analytics service that establishes reporting frameworks tracking performance metrics at marketing channel and campaign levels, including customer cohort analysis to surface pricing, sales training, and messaging strengths and weaknesses. For marketing leaders at mortgage and financial services companies.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Others

• Mortgage Bankers Association (MBA): National trade association for the mortgage industry that offers education, certification (including the CMB designation held by Next Percent's founder), and industry research. Comparable as an ecosystem player shaping the same buyer community Next Percent sells into, rather than as a direct competitor.

Broad incumbents

• Accenture: Global professional services firm with a large financial services and mortgage technology consulting practice. Comparable to Next Percent because it advises mortgage/financial services clients on marketing and digital transformation, but at enterprise scale.
• Bain & Company: Global strategy consulting firm with a Financial Services practice advising banks and lenders on growth and marketing. Comparable to Next Percent because it competes for the same senior marketing buyer, though at significantly larger scale.
• Kantar: Global marketing data, research, and consulting firm serving consumer-facing brands including financial services. Comparable to Next Percent because it provides marketing strategy and analytics advisory, but operates across all verticals with much broader resources.
• McKinsey & Company: Global strategy consulting firm with a dedicated Banking & Mortgage practice. Comparable to Next Percent because it advises senior marketing and operating leaders at financial services firms on growth strategy, though at much larger scale and scope.
• Simon-Kucher & Partners: Global consulting firm specializing in pricing, sales, and marketing strategy. Comparable to Next Percent because it serves financial services clients with marketing and growth advisory, but operates at much larger scale and across verticals.
• Deloitte (Digital / Consulting): Big Four professional services firm with a large financial services marketing and customer strategy practice. Comparable to Next Percent because it serves CMO-level buyers at mortgage/financial services firms, but as part of a much broader portfolio.

Direct peers

• Curinos: Financial services analytics and advisory firm (formerly Novantas) that helps banks and lenders optimize customer acquisition, retention, and marketing. Comparable to Next Percent because it targets the same financial services buyer and addresses similar marketing/channel strategy questions.
• StratMor Group: A mortgage-industry-specific advisory firm providing strategy, technology, and operational consulting to lenders and servicers. Comparable to Next Percent because it serves the same narrow vertical with senior advisory relationships and similar engagement-based revenue.
• The Four Pillars Group: Mortgage and real estate industry consulting firm focused on growth, marketing, and operations for lenders and servicers. Comparable to Next Percent because it competes for the same CMO-level buyer with similar industry-specific marketing advisory offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@mikeeshelman/videos
• LinkedInlinkedin.com/company/next-percent-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Next Percent, LLC