Most accounting firm owners would never consider acquiring another practice on January 31st—right in the middle of tax season. After all, tax season brings enough stress without adding new team members, different technology systems, and unfamiliar clients to the mix.
But Marcus and I, along with our Director of Operations, Amy McCarty, and Client CFO, Lezlie Reeves, CPA, discovered that sometimes the best business opportunities don't wait for convenient timing.
In this episode of the Who's Really the Boss? podcast, the leadership team at Dillon Business Advisors shares what really happened during our first 70 days after acquiring another accounting firm during the busiest time of year.