CFO Consultants

Glen Katlein Portrait

Glen Katlein

Glen provides strategic financial management leadership that helps companies achieve successful growth and exit transitions. His track record includes:

  • Line of business / customer profitability and pricing models
  • Dashboard reports, KPI metrics, accountability scorecards
  • Financial systems and process reengineering/Six Sigma: Green Belt project Top 1%
  • Strategic planning proformas / budgeting / forecasting
  • Financial management leadership reporting to 3 Boards of Directors
  • Not for profit clients and board positions budget range from $50k to $100 million
  • Attaining debt ($50k to $20 million) and equity funding ($500k to $4 million),
  • Early stage business growth 2X EBITDA 1 Year, turnarounds, and 8 start-ups
  • Exit transitions (business sales) – mergers and acquisitions 26 businesses – over $2 billion

He is a “hands on” team player and strategic business partner who is sensitive to business needs while maintaining integrity in the numbers. Glen has over 43 years’ experience, including 27 years as CFO for public and privately held companies. He has provided CFO consulting to privately held companies and not for profit organizations for over 13 years. Industries include manufacturing, services, distribution, health care, transportation, oil and gas, financial services, contractors and not for profit organizations. He has controller, internal audit, and Big 4 CPA experience.

Glen has led 20 acquisitions totaling over $1.7 billion and led nine (9) business sales totaling over $400 million. He led a business transition training program for B2B CFO Partners, LLC for 4 years.

As a partner with B2B CFO® Partners, LLC Glen helped companies identify and implement strategic initiatives to improve profitability, improve reporting systems to enable timely and effective business decision making, and attain capital and debt funding. He has also helped not for profit service organizations improve their fiscal accountability.

Prior to B2B CFO® Glen was CFO for an early stage company that practically doubled revenue (from $18 to $34 million), and operating income (from $5 to $9 million) in the second year of operation.

As a Region CFO Glen contributed leadership to turnaround an underperforming region which exceeded its business plan for the first time and each succeeding year, and within two years ranked number 2 on the overall internal scorecard. Glen is a certified Six Sigma Green Belt and led a project selected one of 15 Best amongst 1400 projects.

As a Group CFO, Glen served 5+ years as ‘shared’ CFO for several business units with annual revenue ranging from $10 to $200 million. He was a key executive team member for two highly successful start-up businesses exceeding $50 million annual revenue and 20% return on equity by their fifth year.

He earned an MBA specializing in Corporate Finance from the University of Dallas. He earned his BBA in Accounting, graduating cum laude, from Eastern Michigan University. Glen is also active in the community. He served on the Board of Directors of The Maurine F. Bailey Cultural Foundation, Captain Hope’s Kids, Carter BloodCare, and ARC of Dallas (including two terms as President and 7 years as Treasurer). He continues to be a generous donor.

Glen and Tracy have been married 37 years. They have two daughters, a son in law, a grandson, and a Golden Doodle.

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