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Yeo & Yeo Expands Southeast Michigan Presence with Merger
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Subscribe02 AUG 2024 / M&A UPDATES
Michigan-based accounting firm Yeo & Yeo CPAs & Advisors has merged with Bloomfield Hills-based Berger, Ghersi & LaDuke PLC (BGL) in order to enhance their service offerings and solidify their presence in Southeast Michigan. The merger, effective from July 1, 2024, brings together 140 combined years of service and introduces new areas of expertise to Yeo & Yeo, including real estate accounting, high-end tax planning and preparation, retirement plan audits, and peer reviews.
Yeo & Yeo CPAs & Advisors, a leading Michigan-based accounting and advisory firm, has merged with Berger, Ghersi & LaDuke PLC (BGL) of Bloomfield Hills, effective July 1, 2024. This strategic merger enhances Yeo & Yeo's presence in the Southeast Michigan region.
David Youngstrom, President and CEO of Yeo & Yeo, expressed enthusiasm about the merger, stating, "We are excited to welcome BGL’s professionals to the Yeo & Yeo team. Together, our firms have a combined 140 years of dedicated service, and we share a deep commitment to building strong relationships and providing close personal attention to our clients."
For over 40 years, BGL has established a solid reputation for delivering accounting, audit, tax, and consulting services to individuals and businesses. The firm brings extensive expertise in the real estate industry, high-end tax planning and preparation, retirement plan audits, and peer reviews—a service new to Yeo & Yeo.
BGL partners Alan LaDuke, David Berger, and Jim McAuliffe will join Yeo & Yeo’s principal group, accompanied by a skilled team of nine accounting and administrative professionals. They will continue to provide exceptional value to clients, maintaining the high standards both firms are known for.
Alan LaDuke commented on the merger, saying, "We are pleased to have found a partner in Yeo & Yeo that shares our values and commitment to helping clients succeed. As the accounting industry evolves and becomes more complex, this merger will allow us to stay at the forefront and present greater opportunities to enhance the experiences of our team and our clients."
In line with this expansion, Yeo & Yeo plans to establish a new, larger office location in Southeast Michigan to unite the talent of 30 professionals from Yeo & Yeo’s current Auburn Hills office and BGL.
This merger reflects Yeo & Yeo's commitment to strategic growth and enhancing service offerings to better serve clients across Michigan.
Until next time…
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