Exit Planning Institute - Find a CEPA

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.

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Meet Jeffrey Kates:

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2022 Colorado State of Owner Readiness Report

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