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 move the needle — from clarity to execution.
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.
Our role is to act as your business thought partner and strategic guide, without adding more noise or complexity.
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. Strategic Growth Planning
Unlock new revenue without chaos.
We help you identify the 20% of actions that drive 80% of the results, helping you focus on what actually moves your business forward.
Whether you’re aiming to grow revenue, expand operations, or increase cash flow, we build strategies that drive results and sustain momentum.
To support smarter decision-making, we use AI-powered tools to evaluate growth paths, compare outcomes, and help you choose the most profitable next steps.
2. Operational Optimization
Make your business run better — without you in every detail.
We diagnose what’s slowing you down, streamline workflows, and improve processes so your team performs with clarity and accountability.
The result? More consistency, less firefighting, and a business that scales without draining you.
3. 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.
4. Financial Clarity and Oversight
Know your numbers. Trust your decisions.
We help you go beyond basic reports to show you what’s working, what’s draining your bottom line, and how to make better decisions.
From high-level forecasting to day-to-day cash management, you’ll gain visibility and strategic confidence.
We use AI tools to support our analysis — helping us spot trends, test financial scenarios, and deliver insights more efficiently so you can make confident, informed decisions.
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.