Sign up to save your podcasts
Or
Share S2E43. Lessons Learned through 12 M&A Deals
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
S2E43. Lessons Learned through 12 M&A Deals
Lessons Learned through 12 M&A Deals
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
- Acquiring CPA firms
- Monetizing client blocks based on year 1 retention
- Monetizing client blocks through a broker
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
View all episodes
By Marcus Dillon, Rachel Dillon
4.5
88 ratings
Lessons Learned through 12 M&A Deals
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
- Acquiring CPA firms
- Monetizing client blocks based on year 1 retention
- Monetizing client blocks through a broker
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
More shows like Who's Really the BOSS?
View all
Life.Church with Craig Groeschel
3,416 Listeners
Craig Groeschel Leadership Podcast
10,652 Listeners
2Bobs—with David C. Baker and Blair Enns
257 Listeners
The Double Win
1,430 Listeners
The Accounting Podcast
336 Listeners
Maxwell Leadership Podcast
2,470 Listeners
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
85 Listeners
Better Everyday
58 Listeners
The Unique CPA
22 Listeners
Federal Tax Updates
29 Listeners
Green Profit Academy Pros Podcast
2 Listeners
The Mr. R Show
0 Listeners
The Young CPA Success Show
4 Listeners
AI: Accounting Intelligence
2 Listeners
FP&A Tomorrow
24 Listeners