One Year Post Firm Acquisition: Retention, Revenue, and What We'd Change

A year after closing their second acquisition of 2025, Marcus and Rachel Dillon bring in Amy McCarty to tally up what actually happened once the ink dried. They walk through the KPIs that mattered most, the client and staff turnover nobody puts in the deal memo, and how the acquisition finally pushed DBA past a revenue plateau they'd been stuck at for years. It's a candid look at what integration actually requires once tax season hits and the excitement wears off.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome and Guest Intro (02:10) - Meet Amy McCarty (04:16) - Why Acquire EBS (08:13) - Deal Fit and Values (13:05) - Growth Strategy and Risk (18:21) - First 90 Days Lessons (22:43) - One Year Numbers (30:20) - Deal Protections Explained (33:17) - Team Retention and Roles (37:12) - Operational KPI Surprise (43:55) - Course Correction Tech (46:13) - Whats Next and Wrap