HomeTeam MemberThomas Erickson

Thomas Erickson

Thomas Erickson

Thomas Erickson

CPA
Senior Transaction Advisory Manager

Tom joined Boulay in 2017 and has been a senior manager since 2025. With more than six years of public accounting experience, he performs financial due diligence engagements for both buyers and sellers, including quality of earnings analysis, working capital disputes, and earnout disputes. Tom focuses on providing timely and relevant information to educate and guide clients through the financial due diligence process. He provides transaction services to search funds, private equity, family investment offices, corporate, and individual clients. Tom is also actively involved in recruiting, mentoring and training younger staff.

INVOLVEMENT

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

EDUCATION

  • Bethel University — B.S. Accounting and Finance
  • Certified Public Accountant (CPA)

PERSONAL INTERESTS

  • Going on walks and visiting local parks with his family
  • Fishing
  • Going to concerts
  • Hunting
  • Boating

FAVORITE VACATION DESTINATION

  • Europe (especially England, France and Germany) because of the rich history and different cultural experiences

GET IN TOUCH

Contact Tom
"I enjoy guiding our clients throughout the transaction process and adding value to their experience."

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.