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MEMBER PROFILE

 

Jeffrey Kates

The Founders Group

 

Member profile details

Membership level
New Jersey Individual
First name
Jeffrey
Last name
Kates
Title
Senior Partner
Company
The Founders Group
 

CONTACT INFORMATION

City
Freehold
State
New Jersey
 

PROFILE INFORMATION

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.
Profession
  • 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
  • Exit/Transition Planning
  • Facilitation
  • Family business
  • Financial Modelling
  • Forensic accounting
  • Governance
  • Integration
  • Leadership Development
  • Management succession
  • Mergers
  • Operations
  • Strategic planning
  • Transaction advisory
  • Transaction intermediary
  • Turnarounds
Client Industry(ies)
  • 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
Professional Certification(s)
MBA CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
1990
How to contact
e-mail and/or cell phone
Business Focus
Companies with 5-100 million in revenues (20-50 Million is the sweet spot)
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