Robert Wagner, CPA
Partner
Robert leads the Integrated Services practice at HoganTaylor. He has more than 30 years of accounting and executive experience. Prior to joining HoganTaylor, Robert was co-founder of a CFO consulting practice. This practice was merged into HoganTaylor in 2013. His additional experience includes serving as CFO of a $100MM publicly-held technology company for 22 years, as well as working as an auditor for Price Waterhouse.
Representative Experience
- Provided fractional CFO and financial consulting services to companies ranging from $3MM to $100MM+ in annual revenues
- Managed the acquisition of businesses from negotiation of letters of intent through final purchase agreement and subsequent integration of operations
- Experience arranging senior debt financings, managing working capital, business turnarounds, preparing SEC filings, and improving business processes to trim administrative costs and improve cash flows
- Served as CFO under six different CEOs, all with varying business and financial experience
- Managed human resource and benefits functions, order processing, contract administration, and litigation
Office
TulsaCertifications & Honors
- Certified Public Accountant (CPA) in Oklahoma
Education
- B.S., Accounting, Oklahoma State University
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA), member
- Oklahoma Society of Certified Public Accountants (OSCPA), member
Speaking Engagements
- Owner’s Briefing: Exiting Your Business – Selling from a Position of Strength: “Value Drivers”, Presenter & Panelist, September 2018
- Expert Webcast: “Exit Alternatives for a Middle-Market Company”, Panelist, August 2018
- Expert Webcast: “What Business Owner’s Need to Know About Successfully Transitioning Their Company”, Panelist, May 2018
- Expert Webcast: “Capital Raising Alternatives for a Middle-Market Company, Panelist, March 2018
- Lower Middle Market Investment Summit , “Financial Regulation / Deregulation” panelist, May 2017