Our References

Vetting an
interim CFO

 

Whether you are interested in using us or any other interim CFO, we strongly encourage you to thoroughly research and vet any potential partner. Below you can search for current and former Kaplan CFO clients by industry or engagement type. We’ve also included what we believe are the most important questions to ask.

Select a reference

 

Manufacturing

Embedded Engagement

Parameter Generation and Control

Clay Hile

828-669-8717

Financial Services

Embedded Engagement

5th / 3rd Bank

David Hammett

828-712-7111

Energy

Embedded Engagement

FLS Energy

Dale Freudenberger
828-552-2443

Healthcare

Embedded Engagement

Aeroflow Healthcare Inc.

Casey Hite
828-277-1400

Healthcare

Embedded Engagement

Sanesco International

Hector Romero
828-670-5705

Technology

Embedded Engagement

TSA Choice, Inc.

Bill Arledge
828-225-3349

Healthcare

Embedded Engagement

Carolina Spine & Neurosurgery

James Hoski, MD
828-255-7776

Healthcare

Embedded Engagement

Carolina Hand & Sports Medicine

Jay West, MD
828-253-7521

Five key questions to ask

 

  1. Did the CFO provide meaningful value within the first two weeks?

  2. Did he personally address your major financial issues or did he just offer recommendations? 

  3. How well did the CFO get along with your accounting staff and management team?

  4. How did having her on your management team affect your strategic planning and execution?

  5. Did having the CFO on your management team enable you to relax and/or focus on other areas of the business?

© 2015 Kaplan CFO