Ken Kaplan

Founding Partner & Director Business Development

Areas of Expertise:

  • Financial management
  • Strategic financial planning and modeling
  • Bank and investor relations
  • Insurance management
  • Healthcare, distribution, and manufacturing
  • Acquisitions, exit strategy planning and execution

Recent Engagements:

  • Astral Buoyancy Corporation, Manufacturer of Sports and Outdoor Wear
  • Moog Music, Electronic Musical Instrument Design and Manufacturing
  • Aeroflow Healthcare, Durable Medical Equipment Provider

Previous Experience:

  • CFO, FLS Energy, Inc. (Asheville, NC)
  • VP/CFO, American Threshold Industries, Inc. (Asheville, NC)
  • GM/Corporate Controller, Olinger Distributing (Indianapolis, IN)
  • GM, Brunner Engineering & Manufacturing (Bedford, IN)

At 29, Ken became one of the youngest General Managers of Fortune 500 subsidiary. In 1998, as Vice President and CFO of a national medical supply manufacturer, he led a successful ownership transition by raising $16.5M in debt and equity. A successful sale of the company was negotiated 3 years later. Since then, Ken has engineered successful turnarounds and managed exponential growth for several multi-generation, family-owned companies.

"I love taking the stress of financial management off my clients’ plates. I appreciate the trust they place in me to oversee their finances and provide them with strategic guidance."

—Ken Kaplan

What People Say About Ken

Client Testimonials