Your Kaplan CFO brings a comprehensive skillset of financial leadership experience to your engagement. With three customizable engagement models, we meet you where you are and help you get to where you want to be. Each model is offered as an on-site or remote engagement and can be applied to both for-profit and non-profit organizations.
Whether working on-site or remotely, an embedded Kaplan CFO gives you experienced financial leadership, without having to bear the cost of a full time C-level employee. We work as part of your management team for as long as it takes to realize your financial goals. Here’s how it works:
At the beginning of any embedded engagement, you and your Kaplan CFO define the conditions that signal our relationship has reached a successful conclusion. For some, that means growing to the point where hiring a permanent CFO is the right move. For others, it means establishing the firm financial footing and internal procedures that allow your controller to manage the business without us. For still others, it may be the successful sale or merger of the company.
Whatever the criteria, we make sure you are thoroughly prepared for our departure. It not only marks a successful conclusion to our productive relationship, it is the beginning of a new chapter in your company’s development—a time to celebrate.
A project engagement gives you all the experience and leadership of an embedded CFO, but on an as-needed finite basis. There is no minimum time frame because the projects are short-term in scope.
It’s ideal for companies who require specific expertise for one or more projects. This includes small companies not yet ready for an interim CFO, as well as large companies looking to outsource. Examples include:
A project engagement can be either on-site or remote. Here’s how it works…
Kaplan CFOs are often asked to serve on for-profit Shareholders Boards and non-profit Advisory Boards. In this capacity, we provide fiduciary leadership and expertise, enabling the board to fulfill its responsibility for financial oversight and strategic planning.
As part of our Board Leadership Engagement model, a Kaplan CFO is presented and voted onto the board where we serve as active financial advisors. As a participating member of the board, we attend all necessary board and committee meetings. We challenge the organization’s management and our fellow board members to think strategically as they consider how their planning will impact (and be impacted by) the organization’s financial decisions.
The following is an overview of the core financial competencies every Kaplan CFO brings to an engagement. This is in addition to the business leadership and mentorship we provide on a regular basis.
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