Your partner in strategic growth and transition.
We believe everything is possible when you have the right people in your circle.
Wagner Business Consulting provides strategic CFO and advisory services for privately held and family-owned businesses.
We help business owners grow profitably, simplify operations, and prepare for a successful exit or succession.
Through strategic planning, financial clarity, and hands-on support, we empower business leaders to make confident decisions and build a lasting legacy.
Our Advisors
Teri Wagner, CPA
CFO & Strategic Business Advisor
Teri’s passion for helping business owners clarify and achieve their goals makes her a trusted strategic partner!
With more than 30 years of experience advising hundreds of privately held businesses, Teri brings a rare combination of big-picture thinking, technical expertise, and practical insight.
Her deep knowledge of tax strategy, financial planning, and business transitions allows her to guide leaders through both day-to-day decisions and long-term milestones.
Teri excels in working with business owners who want to:
Increase business profits
Design customized growth and business transition strategies
Define clear goals and map out a plan for achievement
Develop insightful reporting for business and investment analysis
Strengthen cash flow and reduce financial risk
Reduce risk and manage cash flow
Implement financial systems that support growth and scalability
Navigate the sale or merger of a business
Design strategies for more freedom from the business
Plan for ownership succession and leadership transitions
Align philanthropic goals with tax-smart strategies
Foster clarity and accountability within leadership teams
Build long-term value for owners, stakeholders, and future successors
Shontina Coers
CFO & Strategic Business Advisor
Shontina’s positive outlook and belief in the potential of her clients contributes directly to their success.
After more than 20 years of business experience in operations and leadership, she transforms strategy into practical, manageable actions that bring your business goals to life.
Our clients value Shontina’s clear thinking, strong systems expertise, and her ability to create momentum in even the most complex environments.
Shontina works with clients to:
Establish goals and objectives for improving operational efficiency
Build detailed, actionable pathways to improve profits
Analyze operational processes and recommend improvements
Identify new systems and technologies to reduce complexity
Create financial models and forecasts for goal achievement
Clarify leadership roles and responsibilities for better alignment
Oversee the management and coordination of fiscal reporting
Develop and maintain internal control systems to safeguard assets
Create budgets, forecasts, and financial statements
Track KPIs and ensure alignment with strategic goals
We’re not a large firm with overloaded advisors. We are a focused team of senior professionals who bring deep experience, fast response times, and a commitment to building lasting relationships.
When you work with us, you get hands-on strategic partners — not just advisors.