Who's Really the BOSS?

Lessons Learned through 12 M&A DealsCPAs and Accounting Professionals! You found our podcast.Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.Acquiring CPA firmsMonetizing client blocks based on year 1 retentionMonetizing client blocks through a broker#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast

Show Notes

Lessons Learned through 12 M&A Deals

CPAs and Accounting Professionals! You found our podcast.

Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯

In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.


  • Acquiring CPA firms

  • Monetizing client blocks based on year 1 retention

  • Monetizing client blocks through a broker




#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast

Creators & Guests

Host
Marcus Dillon, CPA
Host
Rachel Dillon

What is Who's Really the BOSS??

"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.