Dan Polen (Partner Emeritus)

B2B manufacturing and service organizations frequently find a lack of systems and processes and poor cash management to be impediments to their growth and profitability.

I focus on helping clients with:

  • Financial controls   
  • Financial planning and analysis
  • IT and systems planning
  • Management reporting
  • Internal controls

I am experienced in operations and general management, and have an extensive track record as a CFO in manufacturing, service and healthcare organizations––including as the CFO for one of the largest multidiscipline provider groups in Florida, which consists of 89 providers and 54 locations with its own IPA and captive insurance company.

I specialize in acquisitions, company sales and exit strategies, financial leadership, sell-side due diligence, and vendor negotiation.

Some of my noteworthy professional accomplishments include:
  • Increasing management reporting that resulted in increased product gross margins of over $1 million as vice president of finance for Crown Marketing Group, Inc.
  • Converting accounting system from a PC-based, small business application to JBA, an integrated mainframe solution, which standardized and created more meaningful management reporting as chief financial officer for Drake Extrusion, Inc.
  • Developing and implementing a PC-based product costing system that facilitated just-in-time delivery for major customers while holding margins as chief financial officer for Drake Extrusion, Inc.
  • Renegotiating outstanding loans and reducing borrowing costs by 10% as vice president and chief financial officer for Melitta North America
  • Instituting and managing strict financial controls for all areas, improving the company’s negotiation position for credit line rates and reducing debt service by one-third as corporate controller for KBN Engineering and Applied Sciences, Inc.
  • Participating as part of the financial team at Linde Homecare (now Lincare) that made and consolidated 63 acquisitions over a short period of time

I founded the Florida CFO Group with two other partners in 2010. I also held multiple other CFO and CEO positions and was a partner at Tatum by Randstad for nearly a decade. Additionally, I have a Bachelor of Arts in accounting from West Liberty University, as well as CPA and CGMA certifications. I have over 30 years of experience in finance, accounting, operations and general management working with companies in the manufacturing and service organization sectors.

Professional experience: Mergers and Acquisitions, Accounting, Budgets, Management, Due Diligence, Strategic Planning, Leadership, Financial Modeling, Financial Reporting, Strategic Partnerships, Startups, Mergers, Forecasting, Treasury Management


Dan Polen was the CFO at Crown Marketing during my six years with this wonderful organization. I had a great working relationship with Dan. I was able to get assistance from the accounting department whenever I had problems with clients that needed answers ASAP. I would recommend Dan for any position. He did his job with intelligence and a sense of humor that made it much easier to get my job done.

Patricia Furda, Customer Service Specialist at Designer Exchange and Designers’ Consigner