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."

Sponsors
Discover.AI -  discover.ai 

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
• (00:58) - Team Retreat Overview
• (04:15) - Leadership Planning Framework
• (13:08) - Retreat Logistics and Preparation
• (22:45) - Additional Retreat Activitiesy
• (32:09) - Spouses and Team Bonding
• (34:40) - Cost-Effective Team Events
• (35:31) - Leadership Team Goals and Transparency
• (38:39) - Retreats and Team Structure
• (39:54) - Team Changes and Vision Alignment
• (41:52) - Future Direction and Goals
• (53:44) - Wrapping Up and Looking Ahead