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Kaplan CFO Solutions Appoints David Schock to Strengthen Team

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Asheville, North Carolina | May 2023—Kaplan CFO Solutions, a Top 10 U.S. Fractional CFO Firm (named by Financial Services Review Magazine), is pleased to announce the appointment of David Schock as its newest Chief Financial Officer (CFO). The addition of Schock  to the leadership team further reinforces Kaplan’s commitment to delivering exceptional financial expertise to its clients.

David Schock: Highly Accomplished and Strategic Executive Leader, Now Fractional Kaplan CFO

David Schock brings with him an extensive background in financial management, with over 30 years of experience in the industry. He has a proven track record of driving financial growth, optimizing operational efficiencies, and implementing robust financial strategies for those in the automotive industry. His expertise spans financial planning and analysis, budgeting, forecasting, risk management, investor relationship management as well as mergers and acquisitions.

“We are thrilled to welcome David to the Kaplan CFO Team,” said Ken Kaplan, Managing Partner of Kaplan CFO Services. “His wealth of experience and strategic mindset will be invaluable as we continue to expand our services and help our clients achieve their financial goals. I am confident that his leadership and expertise will further enhance our position as a trusted partner for businesses seeking top-tier financial guidance.”

David Schock’s Role as Kaplan CFO

As the new CFO of Kaplan CFO Solutions, David will play a pivotal role in driving financial strategy, overseeing financial operations, and providing strategic guidance to his clients, such as Appletree Honda. He will work closely with the executive team to identify opportunities for growth, optimize financial performance, and ensure the delivery of customized financial solutions to meet the unique needs of each client.

“I believe in driving business forward. To get there you have to formulate and deliver the right strategies.”

—David Schock

Most importantly for our Asheville-based clients looking to expand their reach, David has a talent for recruiting and developing top-performing, diverse finance, and accounting teams, and has significant experience in transformation, restructuring, and joint ventures. David’s strong proficiency in finance and accounting, combined with his ability to lead and inspire diverse teams, has delivered exceptional results.

David holds a BSBA from the University of Florida and an MBA from the University of Detroit. His appointment as CFO reflects Kaplan CFO Solution’s commitment to attracting top talent in the industry and further establishes the firm as a leader in providing fractional CFO services.

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