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
Parameter Generation and Control
Manufacturing
Embedded Engagement
Clay Hile
828-669-8717
5th / 3rd Bank
Financial Services
Embedded Engagement
David Hammett
828-712-7111
FLS Energy
Energy
Embedded Engagement
Dale Freudenberger
828-552-2443
Aeroflow Healthcare Inc.
Healthcare
Embedded Engagement
Casey Hite
828-277-1400
Sanesco International
Healthcare
Embedded Engagement
Hector Romero
828-670-5705
TSA Choice, Inc.
Technology
Embedded Engagement
Bill Arledge
828-225-3349
Carolina Spine & Neurosurgery
Healthcare
Embedded Engagement
James Hoski, MD
828-255-7776
Carolina Hand & Sports Medicine
Healthcare
Embedded Engagement
Jay West, MD
828-253-7521
Five key questions to ask
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Did the CFO provide meaningful value within the first two weeks?
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Did he personally address your major financial issues or did he just offer recommendations?
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How well did the CFO get along with your accounting staff and management team?
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How did having her on your management team affect your strategic planning and execution?
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Did having the CFO on your management team enable you to relax and/or focus on other areas of the business?