Show notes
Marcus and Rachel Dillon reflect on 15 years of Dillon Business Advisors, tracing the firm's origins from a cold-letter acquisition of a $400K book in 2011 through two distinct five-year chapters of growth, tough lessons, and reinvention. They cover the early grind of building stability, a mentor acquisition that didn't go as planned, strategic client block sales, and the unexpected pivot that COVID forced on the firm.SponsorsDiscover.AI - discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss
(01:00) - Life Updates
(06:42) - Recharge Mexico Plans
(08:57) - DBA 15 Year Lookback
(12:23) - Why Start DBA
(18:44) - Leaving Firm For Family
(21:20) - Early Goals And Acquisition
(24:34) - Scrappy First Years
(31:11) - First Five Years Growth
(33:49) - 2016 Milestones And Family
(37:06) - Acquiring Mentor Practice
(38:13) - Culture Clash And New Office
(39:52) - Tax Season Chaos And Billing
(43:06) - Systems Coach And MRR Push
(47:30) - Spinning Off Clients And Office
(50:07) - 2019 Focus And Boundaries
(54:36) - COVID Remote Shift And Audit Exit
(58:29) - Revenue Floor And Margin Goals
(01:01:48) - Wrapping Up & Chapter Two