Amy McCarty, MBA
Co-founder & Advisor at Collective by DBA
Appears in 3 Episodes
One Year Post Firm Acquisition: Retention, Revenue, and What We'd Change
A year after closing their second acquisition of 2025, Marcus and Rachel Dillon bring in Amy McCarty to tally up what actually happened once the ink dried. They walk t...
Behind the Scenes of Two Accounting Firm Acquisitions in One Year
Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment proc...
The Mid-Tax Season Acquisition: Lessons from the First 70 Days
Rachel and Marcus are joined by Amy McCarty to discuss DBA's recent acquisition of a St. Louis-based accounting firm on January 31st - right in the middle of tax seaso...