Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead

A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core. In this episode, we share the Client Story of Lavitt Group and how ProCFO Kathleen Reynolds became an essential part of their leadership team. Jason and Keith discuss the unique challenges of running a third-generation business, the cultural values that drive their decision-making, and how Kathleen’s expertise has helped them streamline financial operations, improve forecasting, and align strategy with their long-term vision. Through automation, process improvement, strategic insights and more, Kathleen has helped Lavitt Group adapt to industry shifts and refine their business model while maintaining the family-driven culture that defines them. If you’re a business leader balancing growth, tradition, and the need for financial direction, this episode offers a valuable look at what’s possible with the right CFO partnership. Featuring Jason Lavitt, Keith Lavitt, and Kathleen Reynolds. Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.