Rachel and Marcus pull back the curtain on their recent acquisition of a CPA firm in St. Louis, sharing intimate details about their decision-making process and due diligence approach. They discusses everything from their old-school strategy of sending physical letters to potential sellers, to the critical importance of cultural alignment and preserving DBA's remote-first culture. Through personal anecdotes and practical insights, they reveal how prayer, professional counsel, and careful planning guided them through evaluating and ultimately closing a deal that will grow their firm by 20%.

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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• (00:00 ) - Welcome to Who's Really the Boss
  


• (02:10 ) - Family Updates: College and High School
  


• (05:46 ) - Acquisition Process and Strategy
  


• (16:23 ) - Due Diligence and Integration
  


• (26:28 ) - Key Team Members and Their Roles
  


• (27:48 ) - Challenges and Considerations in Client Relationships
  


• (29:51 ) - Cultural Alignment and Remote Work
  


• (36:12 ) - Technology Integration and Changes
  


• (41:23 ) - Client Retention and Transition Strategies
  


• (49:57 ) - Discernment and Decision-Making Process
  


• (54:51 ) - Final Thoughts and Moving Forward