Kaplan CFO Referral Partners

Our Referral Partners are those business professionals with whom we have developed a high level of trust and who recognize the benefits of partnering with Kaplan CFO.  They represent a wide range of service industries: accounting, legal, banking, insurance, human resources, marketing and more; each one is qualified and sponsored by a Kaplan CFO Partner. Working together, we pool our insights and experience in order to create more value for all our clients. 

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Referral Partner News & Insights

This Month’s Featured Referral Partners

Click on a Referral Partner to find out more about that individual.

Kemper W. Brown, Jr.

The Electronic Office

For more than 38 years, The Electronic Office has strived to be the trusted technology advisor of each client we serve. We provide managed IT services and forward-thinking IT strategy to keep our clients' data and I.T. systems secure and reliable.


Charley White

Charley White 3, LLC

Professional EOS (entrepreneur operating system) implementation. I facilitate full day off-site sessions to get owners and their leadership teams strong in 6 key components of their business (Vision, People, Data, Issues, Process and Traction).

Business Consulting

John C. Scroggs

TD Bank

As a Business Banker, I work with locally owned businesses with revenues between $1MM-$10MM. TD Bank provides competitive lending solutions and complete banking services including premier business checking, treasury management and merchant services.

Banking: Commercial

Michael Estes

First Community Bank

Full line of commercial banking services including real estate lending, equipment loans, lines of credit, asset based lines as well as a full line of treasury and deposit products.

Banking: Commercial

Tony Newsome

Bankers Insurance

Business Risk Consulting - Insurance Brokerage

Insurance: Business

Qualified Referral Partners are invited to contribute their news and insights. Simply email your content to [email protected] for consideration. Posts that appear on our website will also be reposted on LinkedIn.

April 15, 2020

Thanks to our Kaplan CFO Referral Partners at Allen, Stahl & Kilbourne for providing a good list of updates to funding decisions, issues and lender activity.


As of April 13th: As available funds dwindle, many small firms are squeezed out and concern increases


UPDATES (as of April 13th):

  • Entrepreneur says $205 Billion of the $350 Billion Appropriated for PPP Loans Has Been Claimed

  • USA Today reports PPP...

“Most balance sheets do not track brand value because it is an “intangible” asset. This is a pragmatic accounting practice. That is fine but it can be a trap because “intangible” implies “unimportant” to people who are looking to cut costs. “Brands Have Two Jobs” describes a path forward that aligns the objectives of financial and marketing management around the goal of profitable growth with appropriate risk management.”


September 26, 2019

In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view of how any community ensures success for all. 

There is a distinctive point in autumn when a noticeable shift hits the light. It hangs just a wee bit lower in the sky, telling of the darker days ahead. Instantly a mood is sparked and the adventure begins.

One tale that illuminates this so beaut...

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