Dale Leifker

Lake Geneva, WI
32 Years of Experience

About Dale Leifker

Dale has over 26 years of financial and operations experience in construction, distribution, trucking, retail, consulting, and service firms as a CFO and business advisor. He has extensive experience in the aspects of accounting, finance, administration, risk management, treasury management, helping companies through periods of high growth as well as organic sales growth, operational improvements, profitability enhancements and helping clients in turnaround situations thus improving their profitability and their operational efficiency.

Dale is the CFO and trusted business advisor for several small and mid-market businesses in the Lake Geneva, Milwaukee, Green Bay and the greater Chicago area. He has lent his expertise in financial management: operations and profitability improvement, financial and strategic planning, growth strategies and exit planning strategies. He is adept at using planning and financial tools, his expertise and industry specific data to improve his client’s profitability and build on their successes. He currently serves a variety of clients including contractors, trucking, transportation, distributors, retail/wholesale, e-commerce and specialty service companies.

Dale is proficient at understanding the company culture for his clients and developing an actionable vision consistent with the company’s mission, employing best-practices, and motivating the client personnel in the implementation of the vision, operational, strategic or marketing plan(s).

Prior to joining B2B CFO®, Dale was Vice President Finance/CFO at a specialty contractor. There he played a lead role in driving sales from $25 to $45 million, reducing costs over $2 million and implementing a companywide accounting system along with enhanced procedures for cost containment and job accountability. He also managed the accounting, administrative, treasury and IT departments. In addition, Dale was instrumental in preparing the company for its ultimate sale and assisted management in preparation for the sale from financial records preparation to providing counsel on the financial ramifications. He played a pivotal role on the structure of the transaction to yield the optimal financial outcome.

Preceding this position, Dale was VP and CFO of a mechanical contractor where he was instrumental in doubling sales to $110 million, and led teams in the acquisition and implementation of accounting and management reporting systems, improving efficiencies within the accounting and operations departments.

Dale earned a B.S. in Business-Accounting from Marquette University in Milwaukee WI in 1985. Dale has served on several boards of directors for construction, insurance and not-for-profit companies. He lives in Lake Geneva WI, and enjoys spending time with his family, camping, hiking, backpacking, golf and biking as well volunteer work for local organizations.

Other Info


  • Marquette University, Milwaukee WI

Articles by Dale Leifker