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Published on:

26th Mar 2024

9 | Dave Roth | From Small Firm to Regional Powerhouse: A Success Blueprint

In today's episode of Fingerprints on Success, Bill Barrett interviews Dave Roth, the managing partner at RRBB. With over 35 years of experience in accounting, auditing, and tax services, Dave shares his journey of building a small accounting firm into a large regional group serving clients worldwide. If you're eager to learn about scaling your business, this episode is a must-listen.

During the show, Dave discusses the challenges and triumphs of his journey, highlighting the importance of staying true to principles and finding common ground with clients. He shares anecdotes from his early days, including lessons learned from his father's retail business in Newark and the significance of identifying the right clients.

Dave reflects on scaling the firm, from starting as a three-year staff to becoming the CEO of a 75-member strong team. He emphasizes the value of having a vision, writing a business plan, and surrounding yourself with the right people. Dave's insights into managing client relationships, fostering a positive culture, and adapting to changes in the labor market provide valuable takeaways for entrepreneurs.

Listeners will learn the significance of vision, effective communication, and building a strong team in achieving business success. Dave also emphasizes the importance of identifying the right clients and shares his experience in parting ways with clients who weren't the right fit.

Tune in to discover the fingerprints on success in Dave Roth's journey and gain insights into building and growing a thriving business. Listen now and enjoy!


What You’ll Learn in this Show:

  • The importance of vision and effective communication in scaling a business.
  • Strategies for building and maintaining client relationships.
  • Tips for creating a positive and collaborative work culture.
  • Lessons learned from challenges in the labor market.
  • The significance of identifying the right clients for long-term success.
  • And so much more…


Resources:

Get connected with Dave

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About the Podcast

Fingerprints On Success
Welcome to “Fingerprints on Success,” the podcast that highlights the distinctive imprints left by influential business leaders, mentors, and thriving entrepreneurs.

Your host is none other than Bill Barrett, an award-winning corporate and business law attorney, and the CEO of Mandelbaum Barrett PC. Join us every week as we explore the captivating stories and insights of a diverse array of serial entrepreneurs, seasoned professionals, inspiring leaders, and accomplished coaches.

Together, we'll uncover the hidden secrets and strategies that have propelled our guests to success in both their professional and personal lives.

At Mandelbaum Barrett PC, Bill and his team have been providing comprehensive legal services to businesses and individuals across the country. Now, they are excited to bring that same level of knowledge and experience to these podcast discussions.

Get ready to be inspired, informed, and motivated. It's time to dive into the stories that have shaped success. Without further ado, let's get to the show!"
Learn more: https://www.mblawfirm.com/

About your host

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William Barrett

Chief Executive Officer and Corporate Law attorney William S. Barrett provides strategic advice to companies and organizations of all sizes from formation to dissolution and every stage in between. He has over 20 years of experience representing a wide range of businesses with a unique focus in mergers and acquisitions. He is known for the personal attention that he gives his clients and the energy he brings to every deal. Bill has a reputation as a deal maker who knows how to be creative and get things done.

Bill often serves the role as outside general corporate counsel to his clients and advises them on issues concerning contracts, employment law compliance, developing policies, executive compensation programs and agreements, as well as business succession and related tax planning. His representative clients include commercial organizations and entrepreneurs in the areas of manufacturing, industry, service, banking, finance, insurance, construction, real estate development, as well as healthcare professionals of varying disciplines and organizations. Throughout his career, Bill has successfully managed the purchase or sale of hundreds of businesses, professional practices and facilities.

In the healthcare space, Bill is well recognized as a transactional lawyer in dental and medical practice transitions, practice sales and purchases, associate buy-ins, start-ups, and the structuring of dental services organizations (DSOs) and management services organizations (MSOs).

He is the author of “Pain-Free Dental Deals: An Entrepreneurial Dentist’s Guide to Buying, Selling and Merging Practices” and “The DSO Decision: Winning Answers from Every Angle.” He has written many articles addressing the legal and business needs of licensed professionals and facilities. He regularly speaks on a wide variety of topics to professional tradeshows, associations, study groups, societies, as well as students and residents at dental schools across the country.