Bonus: Why Financial Planning Matters More Than Most Business Owners Realize
From Grow Your Business and Grow Your Wealth by Gary Heldt
April 24, 2026 · 30 min
About this episode
This episode discusses the importance of financial planning for business owners and the common pitfalls they face.
Most business owners are focused on the day-to-day. The problem is… that mindset is quietly limiting their growth. In this episode of Grow Your Business & Grow Your Wealth , guest host Jack Reeder sits down with Grant Daffin, CPA and founder of Daffin Financial, to talk about what really drives long term success for entrepreneurs. Grant shares his journey from public accounting at EY and internal audit at US Bank to launching his own firm, driven by a desire to build a better culture and deliver more meaningful value to clients. The conversation goes deep into the gaps most business owners do not see until it is too late, including poor financial visibility, lack of internal controls, and waiting far too long to think about tax strategy or exit planning. One of the biggest takeaways is simple but powerful: many business owners are operating without any real financial plan at all. Grant explains why that is one of the most common and costly mistakes he sees, and how investing time and resources into financial planning can dramatically improve outcomes. This episode also covers the difference between bookkeeping, controller services, and fractional CFO…
People in this episode
Host: Jack Reeder
Guest: Grant Daffin
Topics covered
- financial planning
- business growth
- entrepreneurship
- tax strategy
- exit planning
- financial visibility
- internal controls
Keywords
- financial planning
- business owners
- tax strategy
- exit planning
- internal controls
- financial visibility
- entrepreneur success
Mentioned in this episode
Organizations: Daffin Financial, EY, US Bank
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