Who's Really the BOSS?

15 Years of DBA: The Origin Story

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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.

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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
  • (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
    • ...more
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    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon
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