What to Look for in Your Client’s Financial Statements That Will Make the Biggest Difference


What to Look for in Your Client's Financial Statements That Will Make the Biggest Difference

Business owners are often conflicted when it comes to deciding if, when, and how to transition out of the business.  In reality, a deep dive and clean-up of their business operations and financials will often expand the myriad of internal and external transition options.  Join Jeff as he shares how the financial statements are more than just numbers, they are a way for you to help your clients identify growth and/or financing opportunities and potential issues to remediate prior to escalation. Understand key components of balance sheets; ensure that your clients have their financial reporting available (and accurate on a timely basis); and identify the tweaks and changes that will have the biggest impact regardless of their final transition decision.


Learning Objectives:

  • Key issues to look for in financial statements
  • Identify corrections that will reap the biggest impact
  • How to expand transition options


About the Presenter:

Learn from industry expert Jeffrey Kates, partner in The Founders Group

Meet the Presenter


This event is free to attend!

Thank you to our Sponsors:



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter

Jeffrey Kates

Jeffrey Kates

President of JIK Consulting Inc., Partner in The Founders Group

Meet Jeffrey Kates.

Jeffrey is a Partner in The Founders Group and is the President and owner of JIK Consulting Inc., a business advisory services firm specializing in workouts and turnarounds, interim CFO work and Mergers and Acquisitions.

Previously, Jeffrey worked as a CFO for a number of years at both a small private healthcare company and a medium sized pharmaceutical company. In addition, Jeffrey has consulted for Fortune 500 Companies such as Barclays Capital, AT&T and Toys R Us. Jeffrey brings extensive accounting, financial reporting, operations and process improvement experience in a multitude of industries and corporate environments. For over 25 years, Jeffrey has advised companies through workouts and turnarounds. His strong professional intuition and business acumen combined with his interpersonal and communication skills allow him to integrate and interact with management and stakeholders and immediately add significant value to the business.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).