Rachel and Marcus break down their year-end team retreat planning process, from the leadership framework they used to set 2026 goals to the logistics of bringing 25+ remote team members together. They share what they celebrate with their team, why financial transparency has built trust, and how they structure two days to focus on relationships rather than technical content. After doubling revenue through two acquisitions and organic growth, they explain why their 2026 focus shifts from "growth, not comfort" to "lead change, create impact."

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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• (00:00) - Welcome to Who's Really the Boss
• (00:58) - Team Retreat Overview
• (04:15) - Leadership Planning Framework
• (13:08) - Retreat Logistics and Preparation
• (22:45) - Additional Retreat Activitiesy
• (32:31) - Spouses and Team Bonding
• (35:02) - Cost-Effective Team Events
• (35:53) - Leadership Team Goals and Transparency
• (39:01) - Retreats and Team Structure
• (40:16) - Team Changes and Vision Alignment
• (42:14) - Future Direction and Goals
• (54:06) - Wrapping Up and Looking Ahead

Nick Liguori shares how he transformed his New Hampshire accounting firm into a med spa specialist, growing to seven employees and approaching $1 million in revenue within five years. He discusses the strategic decision to niche down despite losing legacy clients, implementing Team of Three for better delegation and scalability, and cutting client onboarding time from 60 days to 30 days. Nick also reveals his pricing evolution from $200/month packages to $2,000+ premium services, plus how industry specific conferences can generate better ROI than traditional marketing.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

• (00:00) - Welcome to Who's Really the Boss
• (01:03) - Nick's Background and Firm Overview
• (01:49) - Best Advice Ever Received
• (04:06) - Finding a Niche in the Med Spa Industry
• (09:42) - Marketing Strategies for Med Spa Clients
• (15:47) - Service Tiers and Team Structure
• (24:47) - The Role of Keeper in Streamlining Processes
• (28:41) - Future Goals and Revenue Targets
• (30:29) - Reducing Client Onboarding Time
• (35:43) - Reflections on Starting a Firm
• (37:02) - Pricing Evolution and Onboarding Fees
• (40:20) - Benefits of Working with Collective by DBA

Marcus and Rachel recap Gather 2025, their fall event that brought 105 firm owners, leaders, and team members together in Grapevine, Texas. They walk through the four Ps framework for change management (purpose, picture, plan, and part) and share highlights from sessions on KPIs, firm valuation, AI agents, and collaborative problem-solving.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

• (00:00) - Welcome to Who's Really the Boss
• (01:45) - Event Details and Attendees
• (04:05) - Feedback and Highlights
• (09:10) - Upcoming Events
• (10:57) - Opening Session Insights
• (18:22) - Change Management Framework
• (23:14) - The Four Ps of Leading Through Change
• (24:53) - Importance of Defining Roles in Change
• (25:50) - Reflecting on Past Change Management
• (27:46) - Challenges for Leaders in Communicating Change
• (28:49) - Personal and Team Leadership in Change
• (29:36) - Event Recap: Setting the Stage for Success
• (32:48) - Diving into KPIs and Firm Performance
• (35:40) - Case Studies and Mastermind Groups
• (40:38) - Firm Challenges and Collaborative Solutions
• (44:24) - Innovative Use of AI and Technology
• (49:27) - Concluding Thoughts and Future Plans