Glen J. Katlein

Coppell, TX

41 Years of Experience

214 402 8315

Email Glen J. Katlein

Glen is a proven change agent providing strategic financial management leadership that helps successful growth and exit transitions. His track record includes:

  • Exit strategy (business sales) - mergers and acquisitions 24 businesses - over $2 billion
  • Attaining debt ($50k to $20 million) and equity funding ($500k to $10 million),
  • Early stage business growth 2X EBITDA in 1 Year, turnarounds, and over 10 start-ups/early stage
  • Strategic planning proformas / budgeting / forecasting,
  • Line of business / customer profitability and pricing models,
  • Dashboard reports, KPI metrics, accountability scorecards,
  • Fnancial systems and process reengineering/Six Sigma: Green Belt project Top 1%

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 41 years' experience, including 11 years as a B2B CFO Partner, 26 years total as CFO for privately held and public companies. Industries include manufacturing, services, distribution, health care, transportation, oil and gas, financial services, contractors and not for profit organizations. He previously had Controller, internal audit, and Big 4 public accounting experience.

Glen has led 19 acquisitions totaling over $1.7 billion and led five (5) business sales totaling over $300 million. Glen is a Certified Business Transition ExpertTM for B2B CFO, including 4 years as the program training leader.

As a partner with B2B CFO Glen has helped manufacturing, service, distribution, oilfield services, health care, and contractor businesses attain capital and debt funding, identify and implement strategic initiatives to increase the value of the company, improve profitability and cash flow, and improve reporting systems to enable timely and effective business decision making. 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. He attained $100 million bank facility proposals, $45 million TRAC sale-leaseback proposals, and $15 million subordinated debt to fund growth.

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 of operation.

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 has been Board Member and VP Finance for the Maurine F. Bailey Cultural Foundation, Board Member and Treasurer of Captain Hope's Kids, Board Member of Carter BloodCare, and Board Member and Treasurer of ARC of Dallas (as well as two terms as President).

Glen and Tracy have been married 34 years. They have two daughters, a son in law, and a Yellow Lab Jack Russell Terrier mix.

Glen J. Katlein

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About Glen J. Katlein

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MBA - University of Dallas BBA - Eastern Michigan University

Certificates & Licenses:

Inactive CPA

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