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 season. They explore the challenges of integrating different technology systems, managing team expectations, and maintaining client relationships during this critical period. Despite the timing challenges, the team shares how they've already recouped their down payment in revenue and gained valuable insights about client service, team integration, and technology transitions that will shape their future growth strategies.
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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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
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Welcome to Who's Really the Boss
- (01:15) - Amy's Background and Role at DBA
- (05:02) - Insights and Advice from Amy
- (07:45) - Acquisition Update: Overview and Initial Steps
- (09:28) - Acquisition Details and Integration Challenges
- (13:51) - Why We Did This During Tax Season
- (23:54) - Technology Transition and Future Plans
- (32:03) - Client Communication and Software Integration
- (34:40) - Team Member Updates and Roles
- (36:03) - Challenges and Reflections
- (42:10) - Client Feedback and Retention
- (45:19) - Biggest Challenges and Wins
- (53:14) - Aligning with Company Values
- (56:32) - Final Thoughts and Future Plans
Creators and Guests
