Are you running your business like it will last forever—or planning for when it won’t?
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Tom Dillon, founder of Frak Finance and a trusted expert in fractional CFO services, business valuation, and M&A strategy. With a background in investment banking and operational finance, Tom helps business owners avoid costly exit mistakes and drive growth with clear, actionable financial insights.
Whether you're scaling, buying, or preparing to sell, Tom shares powerful lessons about what drives real business value—and how most owners miss it.

🧠 KEY TAKEAWAYS
➡️ Most CPAs aren’t trained to guide you through an exit or acquisition.
➡️ The less you're involved in daily operations, the more valuable your business becomes.
➡️ Financial health planning should start five years before selling your company.
➡️ A fractional CFO isn’t your bookkeeper—they’re your strategic co-pilot.
➡️ Business value is built with systems, SOPs, and smart financial foresight.
💬 GREAT QUOTES
“The biggest myth? That your business isn’t sellable. You’d be shocked what it’s worth—if you plan right.” – Tom Dillon

“A fractional CFO looks through the windshield—bookkeepers only look in the rearview mirror.” – Tom Dillon
🔗 CALL TO ACTION
📩 Connect with Tom at www.frakfinance.com or on LinkedIn https://www.linkedin.com/in/tom-dillon-cfa/
✅ Don’t forget to subscribe and share the podcast with business owners who need to start planning before it’s too late.

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