Gold Angle Right

Robert Wagner, CPA


Robert leads the Specialty 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
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Certifications & Honors

  • Certified Public Accountant (CPA) in Oklahoma


  • 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


Connect with Robert