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.


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.



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.



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.