Jeffrey Kates

Senior Partner

Freehold, New Jersey

Professional Profile

Call Me When

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.

Contact Method

e-mail and/or cell phone

Profession

  • Coach
  • Consultant
  • Valuation
  • Professional Certifications

    MBA CEPA

    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)

    Transition Planning Certification

    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
  • Client Results

    Membership

    New Jersey

    Member Since

    2 Year Member

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Why I'm a Member of XPX

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