Business Model

The foundations of your success

 

At Kaplan CFO, our unique business model is built on three principles that keep us close to our clients and help ensure their long-term success.

On-Site

We’re not consultants we are part of your management team. We work on-site, at your side, in meetings and out on the floor. We’re effective because we’re there.

 

Accountable

We’re responsible for our actions. If we say we’ll deliver— count on it. If we fall short, we expect you to hold our feet to the fire. If we hit a home run, a hive-five would be nice.

 

Connected

We’ve created extensive relationships across western NC, eastern TN and the Upstate: Bankers, investors, attorneys and more. If needed, we don’t hesitate to use them on behalf of our clients.