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.
