acquisition isn’t assimilation—it’s alignment.

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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the latest episode of the big 4 transparency podcast, marcus dillon, founder and president of dillon business advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. having completed 15 m&a transactions, dillon has quietly built a hybrid growth model that blends strategic purchasing with equally strategic divestitures, helping him scale while staying lean and focused. 

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dilon’s approach flips conventional acquisition thinking on its head. rather than simply absorbing the full book of business, dillon’s team audits each client against their firm’s service model and values, and often sells off the clients who don’t fit. “we apply the 80/20 rule early in the due diligence phase,” he explains. “twenty percent of the clients typically generate 80 percent of the revenue, and the rest are often where the frustration lies.” that filtering strategy, he says, allows for faster onboarding, better client service, and less internal chaos

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