Articles by Kaplan CFO Solutions and Referral Partners.
For Immediate Release ASHEVILLE, N.C. — Mark Majewski, Managing Partner and CFO at Kaplan CFO Solutions, will serve as a panelist at the Venture Asheville
A high-growth company had strong sales but lacked the financial, operational and management infrastructure required for a successful exit. Kaplan CFO Solutions helped strengthen the business, prepare it for buyer scrutiny and protect value through a competitive sale process.
Kaplan CFO Solutions is proud to announce that Jen Bolton has stepped into ownership as the firm’s newest Equity Partner. Since joining the firm in
If your employee handbook hasn’t been reviewed in the past 12 months, it may already be outdated. Learn what businesses should be reviewing each year to reduce compliance risk.
Kaplan CFO Solutions welcomes Sarah Martin, a seasoned financial leader with 30+ years of experience across healthcare, growth strategy, and founder-led businesses.
Planning to expand your business into another state? Learn the tax, payroll, compliance, and financial structure considerations leadership should address first.
Accurate GAAP reporting isn’t the same as decision-ready insight. Learn how CFO frameworks reveal operating drivers, risk, and real profitability.
Mid-market volatility hits hardest at $2–10M revenue. Learn how to evaluate line-of-business viability, forecast cash flow, and build a pipeline strategy that positions your business to thrive in 2026.
The U.S. Mint plans to phase out the penny in early 2026. Here’s what that means for businesses, from rounding policies and sales tax implications to ERP and POS readiness.
Many profitable businesses struggle with cash flow. Learn how billing structures, AR, and timing gaps can stall growth—and how a CFO can fix it.
Exit planning doesn’t have to be overwhelming. Learn the 5 key steps to prepare your business for sale, strengthen valuation, and reduce owner dependency.
From tax cuts to Medicaid work requirements, the One Big Beautiful Bill Act reshapes how businesses operate. Kaplan CFOs break down what it means for your workforce, tax planning, and long-term strategy.
Dive into our case study on Electronic Office’s acquisition of Reliant Data Solutions and learn how Kaplan CFO Solutions’ strategic insights and financial clarity can fuel explosive growth.
C12’s Christian business leadership forum explores Situational Leadership—helping leaders adapt their management style to meet team needs, foster growth, and enhance performance through a biblical approach to leadership.
Cybercrime is a growing threat, costing businesses billions annually. Learn how cyber insurance can safeguard your operations, mitigate financial losses, and protect against cyberattacks. Explore key trends, real-world case studies, and the latest on cyber insurance costs.
Kaplan CFO Solutions announces its expansion to Easley, SC, providing experienced Fractional CFOs to businesses throughout Upstate South Carolina. From strategic growth to financial clarity, Kaplan CFO Solutions delivers expert financial leadership without the cost of a full-time CFO.
Discover how import tariffs affect costs, supply chains, and pricing—and learn proactive strategies to minimize the impact. Kaplan CFO Solutions helps businesses navigate financial challenges and build resilience during global market changes.
Leadership is evolving—are you? Learn how Evolutionary Leadership fosters adaptability, strategic thinking, and financial clarity in today’s ever-changing business landscape. Insights from Steve Rudolph, a Kaplan CFO Solutions referral partner.
At Kaplan CFO Solutions, we’re committed to helping businesses navigate regulatory changes and make informed financial decisions. The SECURE 2.0 Act introduces significant updates for retirement plans in 2025, impacting both employers and employees.
Kaplan CFO Solutions welcomes Josh Walker as a new Fractional CFO, bringing his 25+ years of financial expertise to clients in Hickory, NC. Discover how Josh’s leadership and Kaplan’s embedded approach drive business success.
Kaplan CFO Solutions announces David Temple as their newest equity partner, stepping into a key role in the firm’s leadership.
As we approach the end of the year, it’s essential for businesses to be aware of upcoming regulatory deadlines, especially regarding the Corporate Transparency Act
Discover how businesses are navigating the current talent shortage in treasury and finance, and learn about the benefits of fractional CFOs as interim solutions to meet executive-level financial leadership needs.
With Jamie’s extensive expertise in financial leadership and real estate investment management, Jamie is set to serve clients throughout the Upstate region.
Not all CFOs are created equal. Uncover the key differences between CPA firms offering CFO services and true Fractional CFOs. Because you need the right expertise to drive your business forward.
Explore the 2024 commercial property insurance market outlook with insights from Kristy Wilson, CIC, CISR, TRA, Business Insurance Advisor at Bankers Insurance. Learn about rising premiums, natural disasters, inflation, and reinsurance challenges, along with key tips for property owners to navigate this evolving landscape.
Kaplan CFO Solutions announces its expansion into a new geographic market—Greater Greenville, South Carolina. This strategic move marks a significant milestone for the firm. The
Kaplan CFO Solutions is excited to announce the addition of Brendan Hoyer as our new Fractional CFO. Based in Asheville, NC, Brendan will be serving clients throughout Western North Carolina.
We are seeking a highly skilled and motivated Plant Manager to lead and oversee the production operations for a dynamic and innovative company in Asheville, NC.
Chris Comeaux, President and CEO of Teleios Collaborative Network (TCN) announces the release of his timely book, The Anatomy of Leadership.
Through a compelling case study featuring Sue Kersbergen from Kaplan CFO Solutions and Charlotte Stack, COO of Chai Pani Restaurant Group, discover the transformative impact of women mentoring women in finance.
Explore the findings of a recent survey revealing the prevailing optimism and confidence among women business owners compared to their male counterparts. The article delves into the factors contributing to this sentiment, such as professional networks, access to credit, and agility in navigating the economy.
Gregg’s analytical abilities, strategic acumen and collaborative approach are a critical enhancement to the Kaplan CFO Team. Keep reading to learn why.
In the recent webinar hosted by Kaplan CFO Solutions, leading experts convened to demystify the landscape of alternative growth capital. Read to learn more.
Discover five common business insurance pitfalls, from ignoring rule changes to poor record-keeping, and get insights on navigating these potential tax traps.
With a distinguished career spanning over two decades, Chris Grissom brings a wealth of expertise and a proven track record of strategic financial leadership to the Kaplan organization.
Navigating change and uncertainty will require leaders to continually evolve and grow. As esteemed executive coach Marshal Goldsmith famously stated, “what got you here, won’t get you there.”
Looking to grow your finance team in 2024? Fully understand your accounting team’s roles and responsibilities before deciding which will best serve your business in the new year.
For successful business owners with steady revenue, a Cash Balance Plan can be an excellent retirement savings vehicle. Keep reading to learn more.
Jenifer brings with her a proven history of success in the financial world. With extensive experience in financial management, strategic planning, and risk management, Jen is positioned as an ideal Kaplan CFO.
Passing the torch to new Managing Partner, Mark Majewski. Read the full press release to learn more.
Our trusted Referral Partner, Patricia Hoelle, recently shared an Economic Outlook relevant to the remainder of 2023: 2023 Economic Outlook—Losing Altitude. Keep reading for 2023 insights…
Clarity Capital Advisors is pleased to announce the completion of a management-led buyout and recapitalization of the Alliance Distribution Partners, LLC, which closed in March 2023.
Meet David Schock, a highly accomplished and strategic executive leader with over 30+ years of financial and operational experience. Specializing in multinational manufacturing (automotive), with a collaborative management approach and performance-driven mindset.
We’re halfway through 2023, and enacted legislation of new SECURE Act 2.0 is in effect. Are you sure you know how these changes will financially impact your business this year? Next year? Keep reading to learn more.
Our newest Tri-Cities CFO—David Temple—is a powerhouse of international financial acumen.
Consider Implementing a People-First Strategy Article By: Steve Rudolph Coaching Maria, the CEO of a small company, was frustrated with the lackluster performance of her
Here we GROW again! As our fractional services have expanded, encompassing more remote client-engagements, our need for a dedicated, telecommuting CFO became clear. Finding the
GAAP Standards have been at the forefront of accounting conversations for more than two years now. However, with new standards finally taking effect for private
John Anderson’s entreprenurial mindset, experience in reorganizing processes, restructuring management functions, and technological astutueness make him a well-rounded and invaluable addition to the Kaplan CFO Team.
