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Kaplan CFO Solutions

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Asheville, NC
Kaplan CFO Solutions

Fractional CFOs for companies that have outgrown guesswork. Strategy, controls, and financial leadership—embedded where it matters.

08/27/2026

If selling your business 𝘮𝘪𝘨𝘩𝘵 𝘣𝘦 part of the long-term plan, you should understand your options long before a decision must be made.

On 𝐓𝐮𝐞𝐬𝐝𝐚𝐲, 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝟏, Mark Majewski, Managing Partner of Kaplan CFO Solutions, will join the 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐀𝐬𝐡𝐞𝐯𝐢𝐥𝐥𝐞 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐦𝐦𝐢𝐭 for the 1:15 p.m. panel, 𝐑𝐞𝐯𝐞𝐫𝐬𝐞 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 𝐘𝐨𝐮𝐫 𝐒𝐚𝐥𝐞.

The conversation will dig into what drives enterprise value, what buyers will scrutinize, and the decisions owners can make now to create stronger options later.

Mark brings more than 30 years of senior executive leadership experience across finance, operations, marketing, supply chain and executive management. His perspective comes from decades spent inside businesses making the decisions that shape profitability, risk and long-term value.

If a future sale, transition or ownership change is even somewhere on the horizon, this is a conversation worth hearing. Registration link in the comments ⬇️

07/22/2026

Seven years is more than a seat at the table. For Jan Letendre, it meant becoming a trusted financial thought partner to Carolina Management Team as the company strengthened its foundation, scaled with intention, and prepared for a successful acquisition by a national company.

Jan wasn’t there to simply report numbers.

She helped leadership understand what the numbers meant, where the risks were, and what decisions would support the company’s next chapter.

Today, Jan continues to advise the company that acquired CMT, bringing her financial perspective to the evaluation of additional businesses being considered for acquisition.

She helped build a business buyers wanted. Now she helps evaluate which businesses make the cut!

Meet Jan Letendre, Equity Partner and CFO at Kaplan CFO Solutions.

07/13/2026

Big news from Kaplan CFO Solutions. Jen Bolton is our newest Equity Partner!

Since joining the firm in 2023, Jen has brought nearly 30 years of financial leadership experience to organizations navigating complexity, growth, and high-stakes decisions. Her background spans executive leadership with Moog Music and Cane Creek Cycling, along with a strong foundation in IT that allows her to connect financial strategy with the systems behind it.

Today, she serves organizations across very different operating environments, including Brunk Auctions, Alpine Towers International, and St. Gerard Center for Autism.

This appointment reflects more than a new title. It reflects the kind of leadership Kaplan is continuing to build around: experienced, practical, forward-looking, and grounded in real operational impact.

We’re proud to welcome Jen into ownership.

Find the full announcement link in the first comment ⬇️

06/10/2026

Scaling a business in the Greenville area requires more than just hard work; it requires strategic financial foresight. Many local business owners reach a plateau where their current bookkeeping is sufficient for tracking the past but inadequate for planning the future. This is where fractional CFO expertise becomes a critical asset for sustainable growth.

Kaplan CFO Solutions provides the C-suite leadership necessary to transition from reactive management to proactive scaling.

Key benefits of a fractional model:
✅ Strategic Planning: Aligning financial goals with operational capacity to avoid growth bottlenecks.
✅ Cash Flow Optimization: Ensuring liquidity is managed effectively to support expansion.
✅ Data-Driven Decisions: Turning raw financial reports into actionable growth strategies.

Our team integrates as embedded partners, providing veteran experience without the overhead of a full-time executive hire. We help mid-sized companies solve complex financial hurdles and build a scalable foundation for long-term success.

Ready to elevate your financial strategy?

Visit our website to learn more about our services.

06/01/2026

Mid-year is the critical pivot point for any growing business. As we transition into the second half of the year, it is essential to evaluate whether current financial trajectories align with annual objectives. Relying on outdated projections can lead to missed opportunities or unexpected liquidity constraints during Q3 and Q4.

Effective mid-year assessments focus on several key pillars:

✅ Variance Analysis: Comparing actual performance against budgeted figures to identify discrepancies.
✅ Cash Flow Forecasting: Adjusting projections to account for seasonal shifts or market volatility.
✅ Resource Allocation: Realigning capital toward high-growth initiatives while trimming inefficiencies.
✅ Risk Mitigation: Identifying potential financial bottlenecks before they impact year-end results.

Strategic foresight during this period ensures that leadership remains proactive rather than reactive. For businesses in Asheville and Greenville, these adjustments are vital for maintaining momentum through the final quarters.

If the current data suggests a need for a strategic course correction, professional intervention can provide the necessary clarity.

Contact Kaplan CFO Solutions to schedule a comprehensive financial review.

05/28/2026

Growth like this deserves to be recognized! Congratulations to our clients, past clients, and referral partners recognized through the Asheville Area Chamber of Commerce Sky High Growth Awards.

We are proud to celebrate:
Craft HR Solutions
Sugar Hollow Solar
Mountain Area Health Education
Virtelle Hospitality

These organizations are helping shape the future of WNC through leadership, innovation, job creation, and long-term impact across our region.

It is an honor to work alongside businesses and leaders who continue pushing forward, investing in their teams, and strengthening the communities they serve.

Congratulations again to all of this year’s winners and nominees!

05/19/2026

A recent Supreme Court ruling may place $166 billion in previously collected tariffs into refund territory, with interest continuing to accrue while claims work through the system.

For companies that directly paid U.S. Customs as the importer of record, there may be an opportunity to recover previously paid duties.

But for many manufacturers, distributors, and product-based businesses, the bigger question may have nothing to do with the refund itself.

If your suppliers imported the product, absorbed the customs process, and passed those costs through pricing... who owns the recovery? More importantly, what do your vendor agreements say if trade policy shifts again?

This is bigger than a refund claim.

This is about margin, leverage, contract control, and understanding who actually controls the economics of your supply chain.

If you lead a manufacturing, distribution, or product-based business, we’re curious... does your organization know who serves as the importer of record today? And if tariffs are reversed tomorrow, do your contracts clearly define who benefits?

Join the conversation below, or connect privately with Mark Majewski to continue it.

04/03/2026

One of the most common expansion strategies sounds like this: “We’ll get into the market first and figure out the structure later.”

It’s understandable. Opportunity moves fast!

But this approach often leads to compliance gaps, tax exposure, and reporting problems that are expensive to unwind later.

Expansion works best when financial structure grows alongside the business.

04/01/2026

Operating in multiple states introduces an entirely different level of complexity: 𝚃𝚊𝚡. 𝙿𝚊𝚢𝚛𝚘𝚕𝚕. 𝙲𝚘𝚖𝚙𝚕𝚒𝚊𝚗𝚌𝚎. 𝚁𝚎𝚙𝚘𝚛𝚝𝚒𝚗𝚐.

Many companies only discover this after expansion is already underway.

By then, the cost of correcting course can be significant.

Growth across state lines requires more than 𝐚𝐦𝐛𝐢𝐭𝐢𝐨𝐧. It requires structure.

03/26/2026

We’re excited to welcome 𝐒𝐚𝐫𝐚𝐡 𝐌𝐚𝐫𝐭𝐢𝐧 back to Kaplan CFO Solutions! And yes... 𝘣𝘢𝘤𝘬 matters.

Sarah previously served as a Kaplan before stepping away to build and lead her own company, Green River Botanicals. Now, she returns with even deeper experience as both a leader and an operator.

Her background includes:
→ Former CFO of Genova Diagnostics, helping scale from $18M to $100M; instrumental in the successful private equity sale transaction
→ Nearly a decade at Ernst & Young advising high-growth companies
→ Founder & CEO of Green River Botanicals

This is exactly how we build our .

At Kaplan, our CFOs are not just advisors.
They’ve led. They’ve built. They’ve made the hard calls.

Because our clients don’t need more reports.
They need better decisions.

Welcome back, Sarah.

Address

825-C Merrimon Avenue #189
Asheville, NC
28804

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18283389091

Website

https://kaplancfo.com/

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