Not every business needs a long-term CFO. But when the stakes are high—due diligence, major financial decisions, restructuring—you need fast clarity from someone who’s been there before.
Our project-based engagements are built for critical moments with clear objectives, defined deliverables, and a direct path forward. We don’t offer advice and walk away; we solve the problem and get you from Point A to Point B, fast.
M&A prep, integration, due diligence, and positioning for sale or investment.
Cash flow restructuring, working capital management, and visibility to avoid surprises.
Custom forecasting tools, scenario planning, and growth modeling tailored to your business.
Historical reporting cleanup, reconciliations, and reestablishing financial integrity.
Clear insights, reporting packages, and presentation support for key stakeholders.
Financial systems implementation, process improvement, and margin/profitability analysis.
Kaplan CFOs don’t just advise—we act. Even in short-term engagements, we step in with executive-level expertise, take ownership of the work, and drive results. No bloated onboarding. No endless discovery. Just fast, focused leadership that moves your business forward and strengthens your team in the process.
available from 8:00 am – 5:00 pm
Address 825-C Merrimon Ave #189, Asheville, NC 28804
Email info@kaplancfo.com
