Jeffrey Kates
The Founders Group
Freehold, New Jersey
Contact
How to contact
e-mail and/or cell phone
Professional Profile
Call Me When
You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.
Professions
Coach
Consultant
Valuation
Functional Expertise
Board of Directors (for profit)
Bookkeeping
Business growth
Business management
Buy side/Acquisitions
Cash flow enhancements
Cash management
Change Management
Compensation
Corporate finance
Culture
Due diligence
Entrepreneurship
Facilitation
Family business
Financial Modelling
Forensic accounting
Governance
Integration
Leadership Development
Management succession
Mergers
Operations
Strategic planning
Transaction advisory
Transaction intermediary
Turnarounds
Exit/Transition Planning
Business Focus
Companies with 5-100 million in revenues (20-50 Million is the sweet spot)
Professional Certification
MBA CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
New Jersey Individual
Member since
Member for 6 years
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