Dahlen Merges Into Capstone CPAs

Dahlen & Associates CPAs of Redmond, Ore., has merged its practice into Capstone CPAs, with offices in Bend and Sisters, Ore. This merger will create the only three-city CPA firm in the Central Oregon region.

“With the expansion into Redmond we are now able to better serve the communities we live in,” says Lance Brant, managing member of Capstone CPAs. “The merger is for our clients and the new combined team helps us to better serve our growing practice. We are enthusiastic about continuing to provide the high level of service and expertise the clients have come to expect.

“Although Christopher Dahlen will be leaving to work full-time for a private company, he will continue to contribute to the firm’s success in an advisory role. As he is proud of the legacy of his firm, Dahlen is excited about the new opportunities that the merger provides. The goal for the joined firms is longevity and with this merger we have the opportunity to strengthen bonds and serve our three communities,” Brant says.

As to the rationale behind the merger Dahlen explains, “While we are very proud of the history of our firm, we recognized that the next step for our team and clients was to merge with a firm of comparable quality that would enable us to expand services to our clients. Our two firms share the philosophy of helping clients grow and succeed and the merger will broaden and deepen our existing industry specializations, enabling us to offer more comprehensive business advice tailored to our clients.”

The newly combined firm has over 16 professionals including six CPAs. No layoffs are expected due to the merger and the firm’s plan includes expansion for all offices in 2017.