Carlson CFO Services
You shouldn't need a loan to get financial expertise.
I offer fractional CFO services for small, medium, and private equity businesses.
Eric D. Carlson
Can You Benefit From Carlson CFO Services?
Mergers & Aquisitions
Need help buying or selling a business?
Current Operations
Are your financial reports giving you meaningful information?
Ready to Move Ahead
What CFO Services to you need to get you to the top?
Services
Short-term or Part-time CFO
Many companies don't need a full-time year-round CFO. For my clients I normally work a day or two a week, and can occaisionally work solid weeks for a short duration.
Mergers & Acquisitions
Experience with 5 mergers (both buy and sell side);
includes complete company post integration activity .401K Management
Have been part of 401(K) committees for over 20 years. Will ensure you meet your fiduciary responsibilities. Have managed the Recordkeepers and Investment Teams.
Budget and Forecasting Models
Can build flexible budgeting model and rolling 18 month models. Have built Cash Flow, Balance Sheet and Covenant Forecasting models
ERP
I have overseen multiple ERP system implementations.
Tax Preparation and Consulting
Have several years of tax preparation experience. Will pro-actively plan year-end tax activity to minimize tax obligations.
Banking, Cash Management, and Investments.
Earned 22% rate of return in 2023. Experience with negotiating bank renewals. Two years of Rule 1 Investment Training (including puts/calls/options).
Rates
• $1,100 per day
• $5,200 per week
• Hourly rate available on request
Contact me today to get started.
I would be happy to take a bit of time to learn about your situation and see where I would be able to help.
Contact
Eric D. Carlson
• 16 Years as CFO/Financial Director–Including 10 years with a publicly traded company
• 15 Years as Controller
• 7 Years in CPA Industry
• Experience with private equity
• Extensive Inventory/Costing/Manufacturing experience
• International Experience: UK, China, India, German, Denmark, Mexico
• Merger and acquisition analysis with multiple completions
• Customer contract negotiation
• HR oversight
• Led or participated in four ERP implementations – BPCS, SAP, Epicor, and JD Edwards
•The Minco Group
Family owned plastic injection molding and toolmaker
•Thermal Dynamics/Yinlun
Truck, automotive, and military manufacturer. Worked with private equity and sold business to a Chinese company.
•Beta Lasermike/NDC Technologies
Design and manufacturing of instrumentation equipment
•Mahle Behr/Chrysler Automotive
Manufacturing
•Aveda Corporation
Manufacturing, retail and education
A quick discussion is a good start to determining how I might be able to assist you.
Contact MeTestimonial and References
References' contact information available upon request.
Dean Arneson
I worked with Eric at three different companies over both of our careers.
During the Behr acquisition of Daimler Chrysler, Eric was instrumental in converting over to SAP and moving to all Behr systems within the first year.
With the sale of Thermal Dynamics (TDI), a company owned by a PE Firm, Evergreen partners, Eric performed, or helped me with the following:
1. Helped prepare TDI for sale and presented quarterly financial information to Evergreen.
2. Prepared all data for the sale portal.
3. Answered most questions during several rounds of due diligence.
4. Obtained approval from US Government (CFIUS) for the sale to Yinlun, a Chinese company.
5. Helped write the sale agreements.
6. All accounting transactions with the sale of Thermal Dynamics and also the purchase by Yinlun.
Eric was professional throughout the acquisition process. With this being an international project it required many trips to China, and communication difficulties were common. Regardless, we worked as a team and overcame the challenges. The deal was closed and considered a success by both buyer and seller.
Dean Arneson
Vice President Operations -Mahle BehrPresident – Thermal DynamicsRahul Shah
I have known Eric Carlson and have worked with him for the entire time while at Beta LaserMike. He always makes time to hear new ideas and candidly provide his unbiased thoughts on them.
One project that we worked extremely close with each other on was the acquisition of DCM Industries and its merger with Beta LaserMike. Eric being the overall lead for the project, was very hands-on all the way – beginning with the due diligence and later on with the merger. His overall approach to the project and the leadership he provided while balancing his day-to-day activities were nothing short of exemplary.Eric’s energy levels, his focus, financial acumen as well as merger and acquisition skills would be an asset to any company and I would wholeheartedly recommend him as a solid addition to a company’s management and administration team.Rahul ShahOperational DirectorKen Wright
Eric Carlson reported to myself from July 2005 until March 2014, when I was the President of BETA LaserMike and he was the CFO. It is not an overstatement to assert that the achievements of the company regarding increased profitability and vastly improved working capital management would not have been possible without Eric’s contributions. He was highly proficient at both managing the overall financial picture of the company as well as managing the details. Consequently, I always had available the information necessary to make the best decisions for the company. He did an excellent job and simulating and playing through various financial scenarios.
Just as importantly, he won and maintained the trust of his peers on my staff, enabling them to work together effectively in the day-to-day management of affairs in the company with minimal requirements for me to intervene. He had the respect of his section and our Group headquarters (our superiors) as well. His relationship with me was such that he could challenge me on decisions/positions I was about to take and I always trusted him enough in these situations to change my mind.Ken WrightPresidentJoe Minneman
Eric joined the Minco team 4 years ago. He enabled Minco to speed up the accuracy and timeliness of all financial reporting.
Eric also implemented many analytics, which continue to help us make sound decisions for the business.He helped us take on items, such as Tax planning, Acquisitions, Debt and Bank projections, and long-term forecasting. In addition, he has lead numerous items to help manage the challenges in our business, related to the pandemic.I’ve enjoyed working with Eric, will continue to work with him, and recommend him to others.Joe MinnemanPresident and Owner- The Minco Group.
Contact Me
Based in Cincinnati, Ohio area.