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What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA

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Manage episode 468698650 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years.

Marcus shares valuable insights on client acquisition, pricing strategies, and the importance of maintaining consistency during the first year of acquiring new practices. The episode also explores the challenges and hard decisions he faced, including experimenting with service offerings like bookkeeping and payroll.

Listeners will gain a deeper understanding of capacity planning and the hard-won lessons learned from the front lines of running a modern firm. Tune in for an engaging discussion filled with practical advice for firm growth and client management.

  continue reading

366 episodes

Artwork
iconShare
 
Manage episode 468698650 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years.

Marcus shares valuable insights on client acquisition, pricing strategies, and the importance of maintaining consistency during the first year of acquiring new practices. The episode also explores the challenges and hard decisions he faced, including experimenting with service offerings like bookkeeping and payroll.

Listeners will gain a deeper understanding of capacity planning and the hard-won lessons learned from the front lines of running a modern firm. Tune in for an engaging discussion filled with practical advice for firm growth and client management.

  continue reading

366 episodes

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