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 (22:24) - Early Goals And Acquisition (25:38) - Scrappy First Years (32:15) - First Five Years Growth (34:53) - 2016 Milestones And Family (38:10) - Acquiring Mentor Practice (39:17) - Culture Clash And New Office (40:56) - Tax Season Chaos And Billing (44:10) - Systems Coach And MRR Push (48:34) - Spinning Off Clients And Office (51:11) - 2019 Focus And Boundaries (55:40) - COVID Remote Shift And Audit Exit (59:33) - Revenue Floor And Margin Goals (01:02:52) - Wrapping Up & Chapter Two