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Robert Wagner, CPA

Partner

2222 S. Utica Pl., Suite 200, Tulsa, OK 74114

rwagner@hogantaylor.com

918.745.2333

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Robert leads the Advisory 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

 

CERTIFICATIONS & HONORS

  • Certified Public Accountant (CPA) in Oklahoma

 

PROFESSIONAL & CIVIC AFFILIATIONS

  • American Institute of Certified Public Accountants (AICPA), member
  • Oklahoma Society of Certified Public Accountants (OSCPA), member

 

EDUCATION

  • B.S., Accounting, Oklahoma State University

 

SPEAKING ENGAGEMENTS & PUBLISHED ARTICLES

  • 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
  • Oklahoma Society of CPA’s Members in Industry Conference , presenter, “Real-World CFO for Small & Mid-sized Businesses”, September 2012
  • Riley and Southwest IDEAS Investor Conferences, Company presentations 2010 & 2011
  • Publishes the monthly Advisory Insights blog for HoganTaylor