Fred Kaplan, Philadelphia, PA

Fred M. Kaplan is a Certified M&A Professional (CM&AP), a coveted designation from the Coles College M&A Academy of Kennesaw State University and is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. In addition, he received his certification as a Certified Business Manager (CBM) from the Association of Professionals in Business Management.

Fred joined Stony Hill Advisors in 2020 after eight years as a Director with Forvis Mazars, the international CPA firm providing accounting, tax, and consulting services. He is a Finance MBA and former middle-market CFO, representing clients from emerging entrepreneurial companies to mature multi-location businesses.

Fred has advised companies and performed due diligence on M&A and investment transactions in many industries and has served both as a consultant and a participant in the Keiretsu Forum, an investment community of accredited private equity angel investors.

Fred is a leader in the Food, Beverage, and Hospitality industries, providing sector expertise to clients throughout the food chain: processors, distributors, retailers, breweries, distilleries, and restaurants. 

Fred is also highly engaged in the Professional and Business Services sector, advising accounting, healthcare, marketing, recruiting & staffing, transportation, and technology companies.

Fred twice served as President of the Philadelphia Chapter of the Institute of Management Consultants USA (IMCUSA) and is a Past President of the North Penn Chapter of the Institute of Management Accountants (IMA) and Golden Slipper Camp, a non-profit children’s summer camp.

Fred received a B.A. in Economics from Cornell University and an M.B.A. in Finance from Drexel University, where he served two terms on the Alumni Association Board of Governors. He has taught as adjunct undergraduate faculty at Penn State-Abington and graduate faculty at the Keller School of Management of DeVry University in Business Management.

Outside of work, Fred enjoys spending time with his wife, two adult children, and three grandchildren. He loves movies from all decades and collects contemporary art. A former varsity soccer player for Cornell University, he serves on the Cornell Men’s Soccer Alumni Executive Board and has played in Master's age tournaments around the US and in Australia.

Fred can be contacted at 215-867-8001, emailed at

fred@stonyhilladvisors.com or you can schedule a call here.
 

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