09/18/2026
A business owner can have excellent advisors and still lack a coordinated financial strategy.
In this episode of Grow Your Business & Grow Your Wealth, guest host Sandra Bempah of Sandy Financial Solutions sits down with Paul Etzler, CPA, business advisor, entrepreneur, and founder of BobBear Services LLC.
Paul explains why CPAs, financial advisors, attorneys, bankers, and insurance professionals should not operate in separate silos. Every decision affects another part of the owner’s business, family, taxes, assets, liabilities, and long-term plans.
The conversation explores year-round tax planning, financial forecasting, wealth building, succession planning, and the difference between earning more income and increasing actual net worth.
Paul also challenges business owners to ask an honest question:
Are your advisors following one coordinated plan, or are you receiving several disconnected recommendations?
Listen to Why Business Owners Need One Financial Team on Apple Podcasts:
https://loom.ly/n1uwLTg
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