11/28/2023

VonLehman, Dean Dorton Announce Merger

They indicate this merger will redefine their advisory services

Dean Dorton, one of the largest accounting and advisory firms in the Southeast and a Top 100 firm, and VonLehman CPA & Advisory Firm, one of the largest firms in the Midwest and a Top 200 firm, have announced a merger, effective January 1, 2024. The firm will operate as Dean Dorton and provide holistic accounting, business advisory, and professional services through specialized expertise, depth of resources, and a comprehensive line of services from offices in Ohio, Indiana, North Carolina and Kentucky.  

This marks a significant milestone in Dean Dorton’s and VonLehman’s growth and commitment as business advisors. The merger allows both firms to continue long histories of providing innovative financial, technological, and operational solutions that have led to their strong organic growth through the years. 

"This merger is truly unique in that it combines two strong and healthy firms, one not dependent on the other, to redefine the client experience and the professional services landscape," said David Bundy, the president and CEO of Dean Dorton President. "Dean Dorton and VonLehman are trusted partners in their respective communities. We are excited to continue our legacy of serving our clients and potential partners through a truly unique and relationship-driven client experience."

Apart from traditional accounting, auditing and tax services, the firm provides a full array of technology consulting, mergers and acquisition services, human resources consulting, comprehensive healthcare advisory services, family office and specialized tax services geared toward high-net-worth individuals and family groups, as well as forensic accounting and litigation support, among others. 

"We couldn’t be more excited for this opportunity,” said Adam Davey, VonLehman's president. "This merger is equally beneficial for our clients and our team. The synergies between our firms are palpable, and we’re excited to introduce our new service lines across our region. This is a mutually beneficial relationship where both firms provide unique value. It’s a great move from every perspective.”

Following the merger, Adam Davey will be Dean Dorton’s Greater Cincinnati market leader.

In addition to the focus on client experience, the merger will provide ample career opportunities for local and national talent. With the breadth of services and an internal focus on career development and leadership, team members will have the ability to create their own career path truly unique to their skillsets and passions. Both Dean Dorton and VonLehman are recipients of top workplace awards in 2023. Dean Dorton was recognized by Inside Public Accounting as one of the Best of the Best accounting firms in the nation. All existing Dean Dorton and VonLehman offices will remain the same. The firm will have approximately 550 team members nationwide, serving clients regionally, nationally and internationally.