<p><em>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.</em></p><p></p><p><strong>Sponsors<br></strong>Discover.AI -  <a href="https://discovered.ai/applicant-tracking-system-affiliates/?utm_source=website&amp;utm_medium=website&amp;utm_campaign=influencers&amp;utm_id=CollectiveDBA">discover.ai</a> </p><br><br><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong><em>Apple:</em></strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong><em>Android: </em></strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss
</li>
<li>(02:21) - Remote Work Pivot
</li>
<li>(03:33) - Tech Stack for Remote
</li>
<li>(06:02) - Exiting Audit Practice
</li>
<li>(07:27) - PPP and ERC Surge
</li>
<li>(08:24) - Team of Three Model
</li>
<li>(14:45) - Rebrand SEO Fallout
</li>
<li>(18:11) - Capacity and Growth Choices
</li>
<li>(19:21) - Strategic Acquisitions 2025
</li>
<li>(26:18) - Owner Hours and Balance
</li>
<li>(29:47) - Leadership Retreat Insights
</li>
<li>(30:39) - Industry Deal Chatter
</li>
<li>(32:39) - Succession Stewardship Mindset
</li>
<li>(34:43) - Managing Partner Reality Check
</li>
<li>(36:54) - Legacy Firms vs Enterprise Value
</li>
<li>(41:31) - Rollups Create New Niches
</li>
<li>(46:43) - Optionality and Independence
</li>
<li>(51:47) - Short Horizon Strategy
</li>
<li>(53:16) - Team Structure Upskilling
</li>
<li>(56:42) - Closing Advice and Patience</li>
</ul>

Who's Really the BOSS?

Marcus Dillon, Rachel Dillon

DBA 3.0: Remote Work, Team of Three, and the Reinvention That Took 15 Years

APR 13, 202658 MIN
Who's Really the BOSS?

DBA 3.0: Remote Work, Team of Three, and the Reinvention That Took 15 Years

APR 13, 202658 MIN

Description

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 (26:18) - Owner Hours and Balance (29:47) - Leadership Retreat Insights (30:39) - Industry Deal Chatter (32:39) - Succession Stewardship Mindset (34:43) - Managing Partner Reality Check (36:54) - Legacy Firms vs Enterprise Value (41:31) - Rollups Create New Niches (46:43) - Optionality and Independence (51:47) - Short Horizon Strategy (53:16) - Team Structure Upskilling (56:42) - Closing Advice and Patience