Rachel and Marcus pull back the curtain on their recent acquisition of a CPA firm in St. Louis, sharing intimate details about their decision-making process and due diligence approach. They discusses everything from their old-school strategy of sending physical letters to potential sellers, to the critical importance of cultural alignment and preserving DBA's remote-first culture. Through personal anecdotes and practical insights, they reveal how prayer, professional counsel, and careful planning guided them through evaluating and ultimately closing a deal that will grow their firm by 20%.
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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- (00:00) - Welcome to Who's Really the Boss
- (02:10) - Family Updates: College and High School
- (05:46) - Acquisition Process and Strategy
- (16:23) - Due Diligence and Integration
- (26:28) - Key Team Members and Their Roles
- (27:48) - Challenges and Considerations in Client Relationships
- (29:51) - Cultural Alignment and Remote Work
- (36:12) - Technology Integration and Changes
- (41:23) - Client Retention and Transition Strategies
- (49:57) - Discernment and Decision-Making Process
- (54:51) - Final Thoughts and Moving Forward
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