Teri Wagner, CPA
Founder & Chief Financial Officer
Strategic Advisory &
CFO Services
for Business Owners ready to Grow, Simplify, or Exit
Clarity. Strategy. Execution. That’s what we deliver.
You’ve built something valuable. But now, the demands for your time, your future, and your family are higher. Whether you’re focused on growing without working more, preparing for transition, or getting unstuck, we bring a trusted outside perspective with hands-on strategy to move you forward.
At Wagner Business Consulting, we partner with business owners to drive real results: stronger operations, clearer financial information, and smarter decision-making. All aligned with the life and legacy you’re building.
Our Areas of Expertise:
We provide strategic business advisory services that drive clarity, profitability, and long-term success.
We work alongside business owners to tackle complex decisions, improve financial outcomes, and create a business that runs smoothly — whether you’re scaling up or planning to step back.
Strategic Growth Planning: Focus on the right opportunities to increase revenue, cash flow, and the bottom line.
Operational Optimization: Streamline systems, processes, and team structure so the business runs without you in the middle of every decision.
Succession & Exit Planning: Build long-term value with a plan to step back, or even step away, on your terms.
Financial Clarity & Oversight: Understand the numbers, make smarter decisions, and keep more of what you earn.
We serve as your strategic partner — practical, direct, and grounded in financial reality.
We work with privately held and family-owned businesses, typically with $1M - $20M in revenue. Our clients are decisive, motivated, and want to succeed. They know there’s more potential, but they need a plan and a partner to get there.
They’re asking questions like:
— How do we grow without adding more chaos?
— How do I reduce my involvement in daily operations?
— How can I prepare the business (and myself) for a future transition?
— Are we maximizing what we’ve built, or are we just staying busy?
Our Clients:
Why It Works
You don’t need another theory, dashboard or spreadsheet full of numbers. You need someone who understands the real-world pressures of running a business and someone who can translate the complexity into clarity to help you make confident, forward-looking decisions.
At Wagner Business Consulting, we’ve spent decades walking alongside family-owned and privately held businesses. We understand the weight of leadership — the long hours, the hard calls, and the deep responsibility you carry not just for your company, but for your family and your future.
We speak your language. We focus on what matters. And we bring the experience, insight, and personal commitment it takes to help you grow, transition, and succeed.
Our Services
Teri Wagner, CPA
CFO & Strategic Business Advisor
1. CEO/CFO Intensive
An accelerated strategy engagement for leaders ready to start executing on decisions that drive growth, profit, and long-term value.
We combine deep financial analysis with real-world strategic thinking to help you tackle one core issue: growth, operations, profitability, or transition planning. You walk away with clear answers and a 30-day action plan.
Best for: Business owners stuck at a crossroads, feeling overwhelmed or uncertain.
Investment: Flat fee (customized after discovery call)
2. Strategic Growth Planning
Turn high-level goals into financially sound, actionable strategies.
We help you identify the 20% of actions that drive 80% of the results, helping you focus on what actually moves your business forward.
Includes:
Growth roadmaps
Product/service mix optimization
Custom financial models that turn business goals into actionable plans
Best for: Business owners ready to grow but unsure where to focus or how to scale profitably.
Investment: Typically delivered as part of a 90-day engagement or ongoing advisory package. Pricing varies by scope.
3. Financial Clarity & Oversight
Know your numbers. Make smarter decisions.
Fractional CFO services that help you track forecast and manage your financial future — without the full-time cost.
Includes:
Monthly financial reviews
Cash flow and profitability forecasting
Monitoring key indicators for additional growth and profit
Best for: Owners who want to understand their numbers, improve profitability, and make confident financial decisions.
Investment: Monthly packages starting at $3,000. Custom pricing based on business complexity and support level.
4. Succession and Exit Planning
Prepare your business and yourself for what’s next.
Whether you’re five years from an exit or actively handing off key responsibilities, we help you build a plan that preserves business value and aligns with your long-term goals.
The key to a successful transition is having an action plan and momentum.
Best for: Owners preparing to transition out of the business in the next 1-5 years and who want to protect value.
Investment: Project-based or retainer engagement. Pricing determined after initial consultation.
Shontina Coers
CFO & Strategic Business Advisor
How we work
Our services are delivered through:
— Monthly advisory engagements for ongoing strategy and execution
— Focused intensives to dive deep into growth, succession, or strategic clarity.
— Custom projects tailored to your business and needs.
Insights & business advice on our blog:
Start a conversation with an advisor today.
We offer a free no-obligation discovery call. Let's have a conversation about your goals, your greatest challenges, and the path forward.