Theodore A. Wagner

CPA, CVA

Office

600 Superior Avenue East, Suite 925

Cleveland, OH 44114


216.373.2519
216.373.2501

About Theodore

Industry & Service Expertise

Articles

As the managing partner of our Cleveland office, Tod brings more than 25 years of professional experience to the firm’s clients. Tod delivers high-level advisory services to middle market businesses and their owners in the areas of corporate and individual tax planning. In working with high net worth family groups and family offices, Tod helps clients align their personal, financial, charitable and legacy goals. His expertise also includes estate and succession planning, business valuation, and represents clients before taxing authorities.

Along with tax and financial planning, Tod has extensive expertise with mergers and acquisitions including tax diligence, business valuations, negotiation deal terms, and innovative transaction structuring strategies.

Tod was with Arthur Andersen for nine years, and Libman, Goldstine, Kopperman & Wolf, Inc. for over 13 years before merging with BMF in 2014.

Certifications

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)

Specializations

  • Mergers and Acquisitions
  • Succession Planning
  • Business Valuation
  • Pass-Through Entities
  • Trusts and Estates

Education

Professional Service Memberships

Civic Memberships and Activities

President Trump Signs Disaster Tax Relief Bill into Law

  On September 29, 2017, President Trump signed the Disaster Tax Relief and Airport and Airway Extension Act of 2017 (“Bill”). This bill extends several federal aviation programs set to expire, aviation taxes, and public health programs through March. Read More >>

High valuations don’t always mean it’s a good time to sell

Company valuations today are at the highest levels we’ve seen in years. So if you’re a business owner thinking about a liquidity event, now would be a good time, right? Not so fast. Even though the value of their. Read More >>

High Valuations for the Business Don’t Always Mean It’s a Good Time to Sell

  Company valuations today are at the highest levels we’ve seen in years.  So if you’re a business owner thinking about a liquidity event, now would be a good time, right? Not so fast. Even though the value of. Read More >>

All Posts by Theodore