PLANNING FOR THE LONG TERM GROWTH OF YOUR BUSINESS – A 3–5 YEAR ROADMAP
Valuable growth in a business isn't a guarantee. Planning is needed strategically, operationally, and financially. In this meeting, we will discuss business growth from these three perspectives and how to create significant value in the business by doing so.
*Please Note: This meeting is free to attend virtually. If you are attending virtually, please register here through Zoom. If you are attending in-person, please use the button on the right.
- Developing a Strategic Road Map and Plan
- Ensuring Operations can Support this Growth
- How an the Planned Growth be Financed
Meet the Presenters
Hear from industry experts, Jeffrey Kates, Founders Group Partner, and Kevin Berson, Founder of Kinected Advisors.
Thank you to our Sponsors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Jeffrey Kates:
Jeffrey Kates is a senior partner in The Founders Group, a business transition and value acceleration advisory firm. Jeffrey is also the president and owner of JIK Consulting Inc., a business advisory services firm specializing in workouts & turnarounds, interim CFO work, operations, cash management and Mergers and Acquisitions support services.
Previously, Jeffrey worked as a CFO for years at both a small private healthcare company and a medium sized private label OTC pharmaceutical company. In addition, Jeffrey has consulted for Fortune 500 Companies such as Barclays Capital, AT&T and Toys R Us.
Jeffrey is a Certified Exit Planning Advisor and advise business owners and their families through a comprehensive and holistic process that helps clients work through obstacles and identify personal and business goals. The increased value in the business along with owner clarity expands and solidifies choices for business transition: if, when, how, how much, and to whom.
Jeffrey brings extensive accounting, financial reporting, operations, and process improvement experience in a multitude of industries and corporate environments. For almost 30 years, Jeffrey has advised companies through workout and turnaround situations as well as provided CFO and operational support.
Meet Kevin Berson:
Kevin Berson is the founder of Kinected Advisors, a Mergers and Acquisitions Advisor (M&A) and Strategy Consulting firm. Kinected helps lower-middle market business owners (businesses generating $5M-$100M in annual revenue) navigate the process of selling their businesses for maximum value. Kevin and his team provide an end-to-end service, beginning with an opinion of value, then creating a customized marketing strategy, finding, and managing buyers through a controlled auction process, facilitating diligence, purchase agreement negotiation, through to the post-closing transition. Kinected has an 86% close rate on transactions we take on, far exceeding the industry average of 40%.
Prior to founding Kinected in 2014, Kevin spent 18 years with Technicolor and Arthur Andersen.
Kevin received his BA from UCLA and his MBA from the Marshall School at USC and is a Certified Business Intermediary (CBI), CEPA (Certified Exit Planning Advisor) and Merger & Acquisition Master Intermediary (M&AMI).