Jeffrey Kates
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EPI SD 2021 – April 21 – Learn What’s Behind “pulling the Trigger” and Engage Your Succession Planning Clients 80% of the time
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Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
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Family Businesses: Options for Growth, Succession, and Exit
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Family Businesses: Where Are you Going and How Will You Get There?
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From “The Five Transition Goals:” Align Owner, Team, and Family vs Solidifying Choices for Your Business Transition
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Helping Business Owners Choose Their Transition Path
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Hot Topics – EBITDA – It’s Not What You Think It Is
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Monday Practice Booster – July 29 – Statement of Earnings (P&L) Review
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Monday Practice Booster – June 3 – Balance Sheet Review
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Preempting a False Start
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Really Understanding EBITDA and How It Gets Adjusted
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The Anatomy, Math and Process of Business Succession Planning
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