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Alternative Growth Capital Webinar

Are you a business owner or CFO looking for innovative ways to fund your company’s growth? Join us at Kaplan CFO Solutions for an exclusive webinar that will shed light on alternative growth capital options.

Date: Thursday, March 7, 2024
Time: 10:30 AM – 12 PM

We’re bringing together a powerhouse panel to explore everything from venture capital, mezzanine financing, to equity investments. Our speakers include:

  • Chris Renno, JACS Capital
  • John Stanier, Clarity Capital Advisors
  • Logan Trotter, Salem Investments

The Exit Smart Webinar

A live event on November 2, 2023. We gathered an esteemed panel of industry veterans, entrepreneurs, and strategic consultants.

Whether you are considering an acquisition, merger, IPO, or simply handing over the reins to a successor, these panelists had pertinent insights to best help you orchestrate a successful exit.

The Agenda:

• What Makes an Exit Strategy Successful?
• Unifying Personal & Business Wealth
• Selling Smart
• Tax Savvy Moves
• Blueprint to Triumph
• Internal Succession
• Finding Your Ideal Buyer
• Conclusion

The 10th Annual Kaplan Gala

Our greatest event of the year! Hosted in September 2023, we were thrilled to host all the incredible people who drove, empowered, and supported us, including clients, referral partners, and trusted providers.

In 2023, we had more to celebrate than ever before, including:

  • Stellar Growth Across the Appalachian Mountains
  • Evolution in Management
  • and Merited Awards

This event was hosted at the Crest Center and Pavilion, beginning at 6:30 pm to 9:30 pm, with a casual dress code.

The Sky High Growth Awards

Announced as a Sky High Awardee in 2023! The Award Winners were selected on milestones such as overcoming adversity, reaching beyond past successes and “leveling-up” in their business over 2022.

Kaplan CFO Solutions was awarded on the following merit:

• The company added 5 new full-time positions in ’21 and ’22.
• The company anticipates adding 6 more positions in 2023 to meet the demand for services.
• Kaplan has succeeded in serving clients all over the country through remote work.
• The Kaplan CFOs served on 19 different boards and finance committees across the community, helping companies, non-profits and medical practices thrive and grow.

How Much Debt is Too Much Debt?

Ken Kaplan and Mark Majewski presented a DEBT -VS- EQUITY lecture during a recent Keystone Executive Leader Peer Meeting.

This discussion focused on finding the right debt and equity balance in business, as neither are “bad” or “good,” but must work together for the business to grow.

The presentation covered topics such as:

  • How businesses are financed
  • Should equity be raised to fund growth
  • When does it make sense to sell a percentage interest?
  • Key metrics in debt -vs- equity
  • Collateral and personal guarantees, and more

The Tri-Cities Meet & Greet

This intimate event was hosted in Johnson City, Tennessee, at Watauga Brewing. We met with industry professionals ‘over the mountain’ to expand our industry contacts in Eastern Tennessee and Southwest Virginia. 

This was a complimentary networking event for accountants, bankers, business consultants, marketing firms, and other professional service providers in the area.

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