Marcus and Rachel Dillon reflect on 15 years of Dillon Business Advisors, tracing the firm's origins from a cold-letter acquisition of a $400K book in 2011 through two distinct five-year chapters of growth, tough lessons, and reinvention. They cover the early grind of building stability, a mentor acquisition that didn't go as planned, strategic client block sales, and the unexpected pivot that COVID forced on the firm.

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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
• (01:00) - Life Updates
• (06:42) - Recharge Mexico Plans
• (08:57) - DBA 15 Year Lookback
• (12:23) - Why Start DBA
• (18:44) - Leaving Firm For Family
• (21:20) - Early Goals And Acquisition
• (24:34) - Scrappy First Years
• (31:11) - First Five Years Growth
• (33:49) - 2016 Milestones And Family
• (37:06) - Acquiring Mentor Practice
• (38:13) - Culture Clash And New Office
• (39:52) - Tax Season Chaos And Billing
• (43:06) - Systems Coach And MRR Push
• (47:30) - Spinning Off Clients And Office
• (50:07) - 2019 Focus And Boundaries
• (54:36) - COVID Remote Shift And Audit Exit
• (58:29) - Revenue Floor And Margin Goals
• (01:01:48) - Wrapping Up & Chapter Two