Today we're joined by Marcus Dillon, a pioneering figure whose journey from modest beginnings to industry leader is both remarkable and instructive. Marcus shares his early steps in the accounting world and reflects on key milestones that shaped his career, including major acquisitions and strategic pivots that propelled his firm forward.

Marcus provides actionable insights into adapting to digital transformation within professional services. We delve into Marcus's effective approach to client acquisition, and his perspectives on team structure and capacity planning. Tune in to learn how he overcame challenges, capitalized on opportunities, and built a thriving multi-million dollar firm from the ground up!

What you'll hear in this episode:

[01:00] Introduction of Marcus Dillon

[01:55] First steps and early acquisitions

[03:45] Growth and challenges Marcus faced in his journey

[04:35] Major acquisitions and shifts

[07:20] The transition to a virtual firm

[16:10] Marketing and client acquisition

[21:35] Team structure and capacity planning

[27:00] Advice for Legacy Practices

Connect with Marcus https://www.linkedin.com/in/marcusdillon/

Check out his website https://www.dillonadvisors.com/

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/