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Dawn Polfliet

Dawn Polfliet

Principal

Phone: 763-535-8150
Email: dpolfliet@lbcarlson.com
LinkedIn

Education

  • B.S., Accounting, St. Cloud State University

Professional Credentials

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Minnesota Society of Certified Public Accountants (MNCPA)

Responsibilities

Dawn has 25 years of experience in tax planning, attest and consulting services for small to medium sized privately held businesses. She has specialty training and emphasis on business valuations for gift and estate planning, shareholder transactions, mergers and acquisitions, and litigation support including expert witness testimony.

Business Experience

  • Extensive business valuation experience
  • Has conducted audits, reviews and compilations of companies with revenues from $2 million to $100 million
  • Provides assistance with forecasting and operation reviews
  • Conducts overhead rate studies for job costing purposes
  • Works with clients on many corporate and individual tax matters
  • Provides CFO services for clients on an interim basis
  • Assists clients with benefit plan compliance requirements

Interests & hobbies

When Dawn is not in the office, she enjoys spending time with her very active children. Her weekends are usually filled with hockey tournaments, swim meets or gymnastics. One of her favorite pastimes is going to musicals. Her favorite? “The Lion King.” But “Wicked” is a close second.

 


Locations: Minneapolis
Services: Assurance & Attest, Business Planning, Management Consulting
Industries: Graphic Arts & Printing, Manufacturing