Board-Level Financial Leadership

It's Time to Drive Results

A seat at the table is only valuable when it brings clarity and direction.
Kaplan CFOs regularly serve on boards, investment committees, and executive teams—offering insight that aligns operations with long-term strategy. Whether you’re navigating succession, M&A, or capital planning, our CFOs bring experience, stability, and a proven voice in the room.

Who We Serve

What We Bring to the Table:

25+ years of real operating experience, not just financial theory
A track record of asking the hard questions and shifting strategy when it matters
The ability to guide conversations beyond the obvious: organic growth vs. acquisition, funding vs. timing, short-term wins vs. long-term value
Strategic insight grounded in lived executive decision-making, not guesswork

*Note on Nonprofits:
While our CFOs occasionally choose to serve pro bono on nonprofit boards, Board Leadership engagements are billable unless otherwise agreed upon.

Bring Clarity to Your Boardroom

Full Name

Email Address

Phone Number

Company

What do you see as your biggest obstacle?

Lack of financial clarity Cash flow instability Growth without a scalable plan Unreliable or incomplete reporting Preparing for an acquisition, merger, or exit We’ve outgrown our current finance structure I’m not sure, but something isn’t working

How soon are you hoping to see change?

(828) 338-9091

available M-F from 8:00 am – 5:00 pm

Address: 825-C Merrimon Ave #189
Asheville, NC 28804

Email info@kaplancfo.com

Board-Level Financial Leadership

It's Time to Drive Results

Who We Serve

Private business boards

Private equity portfolio companies

Family offices and multi-generational leadership

Nonprofit boards

What We Bring to the Table:

Bring Clarity to Your Boardroom

(828) 338-9091