Target SMB growth Capitalize on Kaplan CFO Solutions core offering of serving small to mid-size businesses with senior financial leadership. Sales opportunities exist in Western North Carolina firms seeking interim or contract CFOs to guide financial strategy, cash flow planning, and growth initiatives.

Finance as a Service Position Kaplan as a flexible, on-demand strategic finance partner for clients navigating volatility. Upsell services around financial diagnostics, budgeting processes, KPI development, and C-suite level advisory without long-term full-time commitments.

Local market focus Leverage Asheville and Western North Carolina presence to target regional manufacturing, services, and family-owned businesses likely needing governance, financial controls, and profitability optimization from experienced CFO leadership.

Revenue ladder With reported revenue in the mid six figures to low seven figures, explore tiered offerings for different ARR bands, including extended engagements, retainer-based advisory, and project-based finance transformation to expand wallet share among existing clients.

Strategic partnerships Highlight potential collaborations with mid-market CPA firms and boutique consultancies (near peers in the listed competitors) to co-sell CFO services, referrals for quarterly close improvement, and shared go-to-market initiatives.