Behind the Scenes of Two Accounting Firm Acquisitions in One Year
Mon Feb 02 2026
Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment processor transitions and the decision to space deals 90 days apart. They share specific timelines, technology consolidation wins and challenges. This is the acquisition conversation focused on what happens after everyone stops congratulating you.
SponsorsDiscover.AI - discover.ai
Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba
Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors
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(00:00) - Introduction and Guest Welcome
(00:47) - Amy Background and Role
(02:36) - Discussing Recent Acquisitions
(04:20) - Growth and Team Expansion
(07:15) - Pre-Acquisition Planning
(13:56) - Onboarding and Integration
(30:01) - Introduction to the 2025 Tech Stack
(30:36) - Building the Azure Environment
(31:28) - First Acquisition: Technology Integration
(34:24) - Second Acquisition: Technology Integration
(38:37) - Managing Legacy Systems
(47:40) - Payment Systems and Client Invoicing
(51:48) - Engagement Letters and Standardization
(54:14) - Conclusion and Future Plans
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Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment processor transitions and the decision to space deals 90 days apart. They share specific timelines, technology consolidation wins and challenges. This is the acquisition conversation focused on what happens after everyone stops congratulating you. SponsorsDiscover.AI - discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Introduction and Guest Welcome (00:47) - Amy Background and Role (02:36) - Discussing Recent Acquisitions (04:20) - Growth and Team Expansion (07:15) - Pre-Acquisition Planning (13:56) - Onboarding and Integration (30:01) - Introduction to the 2025 Tech Stack (30:36) - Building the Azure Environment (31:28) - First Acquisition: Technology Integration (34:24) - Second Acquisition: Technology Integration (38:37) - Managing Legacy Systems (47:40) - Payment Systems and Client Invoicing (51:48) - Engagement Letters and Standardization (54:14) - Conclusion and Future Plans