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Keith Simon

Engagement Partner

Areas of Expertise:

  • Strategic Planning
  • Multi-Department Strategy and Execution
  • Risk Management
  • Profit and Cash Flow Improvement Strategy
  • Budgeting
  • Forecasting and Financial Modeling
  • Debt and Equity Financing
  • Wealth and Asset Management
  • Exit Strategies

Recent Engagements:

  • Vista Horticultural Group, Online Heriloom Seeds Retailer

Previous Experience:

  • CFO, Golden Temple, LLC, AKA Yogi Tea (Eugene, OR)
  • Wealth Advisor, New York Life (Asheville, NC)

Keith joined Kaplan CFO in August 2021. Since 1994, his C-level experience, entrepreneurial spirit, and ownership mentality has successfully built value for a variety of companies and high net-worth clients. For 13 years, he served as CFO for Golden Temple LLC, a natural foods manufacturer, where he helped grow revenues from $25 million to $125 million,  increasing profit 12x over. Afterward, Keith worked with New York Life where he specialized in equity and market trading, financial planning, modeling, and risk management.

“As an entrepreneur in a CFO’s body, I love helping small to midsize companies navigate their unique opportunities and challenges. Kaplan CFO allows me to use my strategic C-level experience to make an immediate impact, helping create significant value for clients.”

—Keith Simon