DBA 3.0: Remote Work, Team of Three, and the Reinvention That Took 15 Years
Marcus and Rachel Dillon pick up where they left off, walking through the third major chapter of Dillon Business Advisors: from the shift to fully remote work and the development of their Team of Three model, to two strategic acquisitions that pushed the firm past $6 million in revenue. Marcus also pulls back the curtain on the conversations he's having now with firm owners at every size, from $1M to $250M, about succession, technology, and what it really means to build enterprise value. It's a candid look at where DBA has been and the questions every firm owner should be asking about where the industry is headed.
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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Sponsors
Discover.AI - discover.ai
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) - Welcome to Who's Really the Boss
- (02:21) - Remote Work Pivot
- (03:33) - Tech Stack for Remote
- (06:02) - Exiting Audit Practice
- (07:27) - PPP and ERC Surge
- (08:24) - Team of Three Model
- (14:45) - Rebrand SEO Fallout
- (18:11) - Capacity and Growth Choices
- (19:21) - Strategic Acquisitions 2025
- (26:18) - Owner Hours and Balance
- (29:47) - Leadership Retreat Insights
- (30:39) - Industry Deal Chatter
- (32:39) - Succession Stewardship Mindset
- (34:43) - Managing Partner Reality Check
- (36:54) - Legacy Firms vs Enterprise Value
- (41:31) - Rollups Create New Niches
- (46:43) - Optionality and Independence
- (51:47) - Short Horizon Strategy
- (53:16) - Team Structure Upskilling
- (56:42) - Closing Advice and Patience
Creators and Guests
