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.

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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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• (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