Polk & Associates has merged in Rogow & Loney, expanding Polk’s presence in Southeast Michigan by adding an office in Ann Arbor.

The deal took effect on Feb. 1, 2017. With the addition of Rogow’s office, Polk now has locations in Ann Arbor, Bingham Farms and St. Clair Shores, Mich. Financial terms of the deal were not disclosed. Transition Advisors helped arrange the transaction.

Barton Dam in Ann Arbor, Michigan
Ann Arbor, Michigan

As part of the deal, R&L partners Gary Rogow and Neil Loney, both of whom are CPAs, will join Polk as principals in the combined firm.

"We are very proud of the more than 25-year history of our firm,” Rogow said in a statement. “We also recognize that the next step for our team and clients is to merge with a firm that is just as committed to high quality, enabling us to expand the platform of services we can offer to our local, regional, and national clients. We look forward to staying on the cutting edge of the change so prevalent in today’s consulting and accounting services markets.”

“Polk, its partners and professional staff share our philosophy of helping our clients grow and succeed, and the merger will broaden and deepen our existing industry specializations, enabling us to offer even more comprehensive business advice tailored to our clients,” Loney said in a statement.

Polk specializes in providing accounting, consulting and tax services for clients in the real estate, health care and manufacturing industries, along with the general business community.

“The addition of Rogow and Loney, Gary, Neil, and all of their team members to our firm will have a significant impact on the combined firm as we continue to strive to better serve our clients and the communities we operate in through our growing practice,” said Polk managing partner Rick Williams in a statement. “We are enthusiastic about continuing the high level of service and expertise their firm has been known for.”

Michael Cohn

Michael Cohn, editor-in-chief of AccountingToday.com, has been covering business and technology for a variety of publications since 1985.