Who's Really the Boss

✦Optimizing Your Business with Proper Entity Selection✦

Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode.

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Who's Really the Boss

✦CFOs Need Controllers✦

While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.

Who's Really the Boss

✦Fractional Controllers - The Real MVPs of Tax Savings✦

Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.

Who's Really the Boss

✦Nothing Lasts Forever - Finishing Well✦

Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.

Who's Really The Boss

Is this a good DSO offer?

DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial freedom? Marcus and Rachel discuss why you should have a professional team of trusted advisors evaluate every offer and reasons not to sign too hastily.

Who's Really the Boss

✦So You Want to Sell Your Business?✦
In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.

Who's Really The Boss

✦New Year, New Anxiety?✦

Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out how these business owners, who are constantly looking for ways to improve, gain momentum in January!

Who's Really the Boss

Bonus Episode

Thank you to each and every listener, advocate, client, family member and friend that have supported the podcast and Dillon Business Advisors this year! Your support is truly appreciated and instrumental in our success.

Who's Really the Boss

So You Want to be a Fractional CFO?

It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, more fulfilling, or more prestigious. Marcus and Rachel discuss what it really means to be a Fractional CFO, who is best suited for this role, and how the Fractional CFO benefits others.

Who's Really the Boss?

How Are You Celebrating?

How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrating achievements and acknowledging people's efforts and talents will not only strengthen relationships, but it will also build invaluable motivation and engagement. Marcus and Rachel discuss tips on how to reflect on, acknowledge, and celebrate your team and the achievements of the year.