Jeffrey Kates

Jeffrey Kates is the President of JIK Consulting Inc., a boutique management consulting firm providing executive level value added business consulting services specifically around financial leadership, stewardship and operational excellence. Mr. Kates works with Avenue M Advisors®, Inc. on consulting services for customers.

With 25 years experience in multiple industries across all sectors, Mr. Kates knowledge and ability to quickly and accurately assess a Company’s position and situation and provide cost effective solutions in rapidly changing environments is what differentiates his capabilities.

Mr. Kates is committed to delivering to clients cost effective, timely, reliable, ethical and strategic solutions targeted toward solidifying and growing a Company’s Balance Sheet, Earnings and Cash Flow. By empowering management, improving profitability and increasing a client’s competitive advantage we look to ensure the stability of our clients over the long term to promote job growth, sustainability and charitable efforts within their respective communities.

Consulting services include:

Outsource CFO Services
- Executive management advisory, strategy, financing, accounting, audits, forensic audits and process improvement.
Workouts / Turnarounds
– Interim management, cash flow and projections, cash management, supply chain, customer relationships, pre-bankruptcy.
Mergers and Acquisitions / Due Diligence
- Deal construction, strategy & implementation, seller financial preparation and checklists, acquirer (assessment of target), integration and systems implementation.
- Planning and production, supply chain management, warehousing, pricing and margin improvement, negotiations, IT systems and reporting implementation, cost control