Who's Really the BOSS? | Behind the Scenes of Two Accounting Firm Acquisitions in One Year

Behind the Scenes of Two Accounting Firm Acquisitions in One Year

February 2, 2026 / 54:33/S5 E3

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 processor transitions and the decision to space deals 90 days apart. They share specific timelines, technology consolidation wins and challenges. This is the acquisition conversation focused on what happens after everyone stops congratulating you.

Sponsors
Discover.AI - discover.ai

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) - Introduction and Guest Welcome
(00:47) - Amy Background and Role
(02:36) - Discussing Recent Acquisitions
(04:20) - Growth and Team Expansion
(07:15) - Pre-Acquisition Planning
(13:56) - Onboarding and Integration
(30:01) - Introduction to the 2025 Tech Stack
(30:36) - Building the Azure Environment
(31:28) - First Acquisition: Technology Integration
(34:24) - Second Acquisition: Technology Integration
(38:37) - Managing Legacy Systems
(47:40) - Payment Systems and Client Invoicing
(51:48) - Engagement Letters and Standardization
(54:14) - Conclusion and Future Plans

Marcus Dillon, CPA

Rachel Dillon

Co-founder & Advisor at Collective by DBA