John Woelfel

A proven professional who has partnered with the owners of small and medium-sized companies to assist them in bringing their vision to successful completion, I team with executive management and bring my extensive financial experience and knowledge to improve business processes, controls and strategic planning to allow CEOs to achieve their objectives.

My Primary Focus:

  • Strategic Planning
  • Improving Process and Controls
  • Improving Financial Planning and Reporting
  • Mergers and Acquisitions – Led M&A Teams, Identify Acquisition Target Companies, Evaluate Prospect Companies, Negotiate Deals
  • Buy Side/Sell Side Due Diligence

I have extensive experience working in executive positions including Chief Financial Officer, Chief Operating Officer and President for medium-sized companies in a variety of industries. Additionally, I’ve been a partner in two national companies that outsource CFO and CEO services to small- and medium-sized companies. I’m proud of the contributions I’ve been able to bring to the companies with which I’ve worked. The strategic changes have resulted in successful growth and improved profitability.

A few accomplishments where I have led or played an integral role include:
  • Led management team through litigation process resulting in buy/sell agreements for $300 million of real estate
  • As managing director, led region that finished #1 in the company
  • As CFO for company with $100 million in revenue, strategically achieved GM increase from 34% to 49%
  • As CFO for above company, introduced new casualty insurance program with global risk management company that reduced costs by 12%
  • As fractional CFO, led side due diligence process that resulted in $70 million sale to private equity group
  • Negotiated $2.5 million working capital line of credit for employer at favorable terms
  • Negotiated and finalized $8.5 million Main Street Loan with the Federal Reserve
  • Led M&A team that resulted in sale of medium-sized HVAC company to $3.3 global facilities management company

I earned an accounting degree from the highly regarded business college, Bentley University, in the Boston area. Then I entered the business world, working for several years with a regional CPA firm. I have been an accomplished executive for over 30 years in senior management positions as CFO, COO and President. In 2010, I was a Finalist for Tampa Bay’s CFO of the Year. After moving to Florida in 2001, I joined the Association for Corporate Group, an international Mergers and Acquisitions organization, and have served on the Board for over 15 years.

Other than my leadership roles as an EOS Implementer and fractional CFO for various companies, some specific titles that I hold or have held during my career include:

  • CFO, COO and eventually President of Real Estate Management and Investment firm with $50 million in revenue based in New England
  • Regional Managing Director for Chicago-based professional services company with regional revenue of $32 million
  • Managing Partner for West Florida office for a national professional services company consisting of 1000 executive level professionals in 37 offices
  • Chief Financial Officer for an international chemical manufacturing company headquartered in Sarasota, Florida with $100 million in revenue
  • Managing Director for Florida region of national professional services company
  • Chief Financial Officer for Florida-based national HVAC company with $40 million in revenue
  • Chief Financial Officer for Florida-based mattress and bedspring manufacturing company selling to companies in the Southeast and Texas.



I’ve known John for roughly 20 years, as both a client and briefly as a candidate. John is impressive. He is a detailed and strategic-thinking CFO who can clearly articulate his message to upper management. We have placed several people with John over the years, and all have told us that it was because of him that they took their roles. He is good mentor and a fair boss. John is a hard worker who doesn’t stop until the work is done. He has a diverse industry background and I’m confident he would fit seamlessly into any small to medium size company.

Tony Linguanti, Shareholder & Co-CEO – Taylor White

I have known John for many years since he is an active member of the Tampa Bay business community, as am I. He is known locally as a consummate CFO, having worked for many companies locally and in the surrounding areas. I recently had the pleasure of selling a company where he introduced me to the owners, and where he skillfully handled much of the required due diligence to help consummate an incredible outcome. He is a complete pleasure to work with, and I am hoping to work with him again in his current capacity as CFO of a local rapidly growing company owned by a good friend of mine.

John McDonald, Sr. Managing Director – Hyde Park Capital Advisors, LLC

I have had the pleasure of working with John Woelfel over the past four years. John’s ability as a CFO demonstrated a deep understanding of his client’s business. His excellence for vision and foresight was instrumental in aligning key financial products and relationships to achieve the overall business plan for the company’s “bigger picture.”

Casey Roth, Vice President & Commercial Banking Officer – First Citizens Bank

I have had the pleasure of working with John at several companies. In each of those companies, I watched John make subtle changes that truly make a positive impact both culturally and financially. John has the ability to quickly find the deficiencies in companies and bring the solutions that will fill the gaps that are missing.

Billy West, President – M.E. Wilson Co.

John was an invaluable addition to our company. We were a family-run business and John couldn't have fit in more perfectly. He was brought in to execute a 5-year exit plan for Millian Aire and without his expertise, we would never have achieved such a great outcome. John is an excellent CFO and is exceptional in his understanding of managing financial topics, operations as they pertain to financial results, long-term strategic budgeting, and maximizing capital resources. John’s communication skills with internal and external associates are exceptional and I have always found him to be well-respected by his peers and associates. I highly recommend considering John for a CFO role in any size company.

Howard Millian, President – Millian Aire Enterprises, LLC