Dani Kaplan, Advisor
Dani is a seasoned business strategist and technology consultant with a proven track record of helping companies streamline operations, improve efficiency, and scale successfully.
As the founder of SMC Data Systems, Dani has spent over four decades advising business owners on how to modernize processes, optimize inventory management, and use data to drive smarter decision-making. His work has helped businesses grow, increase profitability, and successfully transition to their next stage.
Dani has a long history of working closely with industry leaders. In 1985, IBM invited him to a strategic roundtable, recognizing his expertise in improving business systems. His ability to drive growth was highlighted in 3X/400 Information Management Magazine, which featured his role in helping a printing and paper distributor scale from $6 million to $45 million in just seven years. His impact was further recognized in Crain Magazine, detailing how his inventory management strategies helped a company recoup their investment in just three years.
Beyond his consulting work, Dani has a deep understanding of business transitions. He has spent his career advising companies not just on improving their operations, but on preparing for long-term success—whether that means expansion, acquisition, or a strategic exit. His insights into scaling, financial optimization, and technology-driven growth make him an invaluable resource for business owners looking to maximize the value of their companies before a sale.
Dani holds a B.S. in Computer Science from SUNY, Empire College and has been recognized for his lifelong commitment to learning and innovation. Outside of his advisory work, he has a passion for writing and photography, blending creativity with strategic thinking.