Show notes
Marcus and Rachel Dillon pick up where they left off, walking through the third major chapter of Dillon Business Advisors: from the shift to fully remote work and the development of their Team of Three model, to two strategic acquisitions that pushed the firm past $6 million in revenue. Marcus also pulls back the curtain on the conversations he's having now with firm owners at every size, from $1M to $250M, about succession, technology, and what it really means to build enterprise value. It's a candid look at where DBA has been and the questions every firm owner should be asking about where the industry is headed.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
(02:21) - Remote Work Pivot
(03:33) - Tech Stack for Remote
(06:02) - Exiting Audit Practice
(07:27) - PPP and ERC Surge
(08:24) - Team of Three Model
(14:45) - Rebrand SEO Fallout
(18:11) - Capacity and Growth Choices
(19:21) - Strategic Acquisitions 2025
(25:14) - Owner Hours and Balance
(28:43) - Leadership Retreat Insights
(29:35) - Industry Deal Chatter
(31:35) - Succession Stewardship Mindset
(33:39) - Managing Partner Reality Check
(35:50) - Legacy Firms vs Enterprise Value
(40:27) - Rollups Create New Niches
(45:39) - Optionality and Independence
(50:43) - Short Horizon Strategy
(52:12) - Team Structure Upskilling
(55:38) - Closing Advice and Patience