Robert Wagner, CPA
Partner
Robert leads the Integrated Services practice at HoganTaylor overseeing the
Firm’s Accounting and Finance, Human Resources, Information Technology,
Marketing and Growth, and Operations teams. Prior to this role, Robert created
and managed HoganTaylor’s Advisory practice for more than 10 years.
Robert has more than 30 years of accounting and executive experience. Prior to joining HoganTaylor, he was co-founder of a CFO consulting practice. This
practice was merged into HoganTaylor in 2013. Robert’s 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, and improving business processes to trim administrative costs and improve cash flows
- Managed human resource and benefits functions, order processing, contract administration, and litigation
Office
TulsaCertifications & Honors
- Certified Public Accountant (CPA) in Oklahoma
Education
- Bachelor of Science, Accounting, Oklahoma State University
Professional & Civic Affiliations
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Oklahoma Society of Certified Public Accountants (OSCPA)
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
