08 FEB 2024 / M&A UPDATES

Kruggel Lawton CPAs Expands Presence in Southwest Michigan

- MYCPE ONE Insights Team

Summary

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Renowned Indiana-based accounting firm, Kruggel Lawton CPAs, is set to merge with Cole Gavlas, PC, expanding its reach in southwest Michigan. The strategic merger, effective June 1, 2024, enhances Kruggel Lawton's services in the region and aligns with their values, providing an opportunity for growth for both the teams and their clients.

Kruggel Lawton CPAs, a prominent accounting firm headquartered in South Bend, Indiana, has announced a strategic expansion into southwest Michigan through the merger with Cole Gavlas, PC, effective June 1, 2024.

Firm Overview

Founded in 1991 by Jeffrey Cole, CPA, Cole Gavlas, PC has been serving clients throughout southwest Michigan, including Kalamazoo and Portage. The firm offers a comprehensive range of accounting services, including tax, business advisory, financial management, and other advisory services. Cole Gavlas has been a member of the BDO Alliance for more than 22 years.

Leadership Perspectives

Barry Hall, CPA, CGMA, Managing Partner of Kruggel Lawton, expressed enthusiasm about the merger, stating, "Combining our two very talented teams will create new opportunities to serve the Portage/Kalamazoo area. Cole Gavlas has an outstanding reputation for excellent client service and quality of work, which will increase our depth and expertise across several service lines."

Dan Gavlas, CPA, a partner at Cole Gavlas, added, "The partnership between our two firms feels very natural because our values, culture, and approach to client service are so closely aligned. This is a great opportunity not only for our team but for our clients, and I look forward to continuing to serve our communities together."

Strategic Significance

This merger enhances Kruggel Lawton's presence in southwest Michigan, providing expanded services to clients in the region. The Portage location at 2401 West Centre Avenue will become the firm's sixth office and its second in Michigan.

Firm's Growth and Services

Kruggel Lawton CPAs was founded in 1956 and has grown to include offices in South Bend, Elkhart, and Goshen in Indiana; St. Joseph, Michigan; and Knoxville, Tennessee. The firm offers a wide range of services, including audit and assurance, employee benefit plan audits, tax planning and preparation, business accounting/bookkeeping services, virtual CFO, and various advisory services such as business valuation, mergers and acquisitions, business succession, and estate planning. The firm specializes in industries including manufacturing and distribution, construction and real estate, nonprofit, government and education, health care, and hospitality.

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