2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
RESOURCE & SOLUTION LABS
Jeffrey Kates
Partner
Tools to Clearly Define Your Value, Cause Engagement, Realize Client Assets’ Potential, and Partner Successfully
Meet Jeffrey Kates:
Jeffrey Kates is the founder and president of Next is Now Consulting, a business advisory services firm specializing in fractional CFO, business transition planning, value acceleration, M&A advisory, turnarounds, and forensic...
ABOUT JEFFREY
Meet Jeffrey Kates:
Jeffrey Kates is the founder and president of Next is Now Consulting, a business advisory services firm specializing in fractional CFO, business transition planning, value acceleration, M&A advisory, turnarounds, and forensic accounting.
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 35 years of accounting, financial reporting, operations, process improvement, and M&A experience in a multitude of industries and corporate environments. 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.