Behind the Scenes of Two Accounting Firm Acquisitions in One Year

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2026-02-02

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.dill...