S2E43. Lessons Learned through 12 M&A Deals
Nov 20, 2023•40 min•Season 2Ep. 43
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Lessons Learned through 12 M&A Deals
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
CPAs and Accounting Professionals! You found our podcast.
Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯
In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.
- Acquiring CPA firms
- Monetizing client blocks based on year 1 retention
- Monetizing client blocks through a broker
#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast
For the best experience, listen in Metacast app for iOS or Android