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Capstone Adds Mark Rule & Co. in Montana
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Subscribe15 DEC 2025 / M&A UPDATES
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Oregon-based firm Capstone Accounting and Tax has expanded into the Montana market by acquiring Mark Rule & Co., a full-service tax and accounting firm in Butte, Montana. The partnership allows Mark Rule & Co’s clients access to an expanded service offering from Capstone, while the former continues to operate from its existing location.
Bend, Ore.-based Capstone Accounting and Tax announced Dec. 10 that it has added Mark Rule & Co., a full-service tax and accounting firm based in Butte, Mont., expanding Capstone’s presence into the growing Montana market.
Financial terms of the deal were not disclosed.
Founded in 1980, Mark Rule & Co. specializes in tax preparation, planning and advisory services for individuals and businesses. The firm has built decades-long client relationships across the Butte community.
“Their decades of client service experience, long-standing relationships in the Butte community, and commitment to the highest levels of client service align perfectly with our values,” said Capstone CEO Susan Olson. “Adding Montana to our growing Pacific Northwest and Mountain West footprint was a natural next step for our firm.”
Through the partnership, Mark Rule & Co.’s clients will gain access to Capstone’s expanded service offerings, including business valuations, estate and trust services, state and local tax, R&D credits, tax planning and advisory, as well as bookkeeping and payroll. The Mark Rule & Co. team will continue operating from its current office location.
“We set ourselves apart by delivering high-quality tax and accounting services with responsive, personal support,” said Matt Pelletier of Mark Rule & Co.
“This enables an expansion in services for our clients and is an exciting opportunity for our team,” added Mark Rule. “Joining Capstone ensures our clients continue receiving the personal attention they expect, with the added benefits of a broader professional network.”
Formerly known as Capstone CPAs, Capstone Accounting and Tax received a minority investment last April from San Diego-based private equity firm Seaside Equity Partners, providing capital to support long-term growth and continued M&A activity.
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