DMJPS Expands with Potter & Company Acquisition
Deal News | Jun 09, 2025 | EIN
DMJPS PLLC, a leading tax, assurance, and advisory firm headquartered in Greensboro, North Carolina, is expanding its statewide presence by merging with Potter & Company, P.A., a firm strong in the Charlotte Metro region. This strategic merger will come into effect on July 1st. The combination increases DMJPS's footprint to 10 offices across the state, enhancing its capabilities and services offered to clients. Both firms—each carrying a legacy of expertise and trust—will continue their commitment to providing personalized services while gaining from the shared resources and expanded expertise the merger brings. As a result, the newly formed entity becomes one of North Carolina's largest CPA firms, reinforcing its roots in the region. Clients will have uninterrupted services but with an additional benefit of advanced specialization across various sectors, including healthcare consulting. With this merger, the firm's vision for growth and innovation takes a firm step forward, utilizing emerging market insights and sustaining a diverse, empowered workforce.
Sectors
- Accounting & Advisory Services
- Professional Services
Geography
- United States – The merger involves firms based in North Carolina, USA, with the combined firm boasting a strong presence across several locations in the state.
- North Carolina – The article specifically focuses on the merger of two CPA firms in North Carolina, expanding the business footprint across the state.
Industry
- Accounting & Advisory Services – This industry classification is relevant as the article discusses a merger between two CPA firms providing tax, assurance, and advisory services.
- Professional Services – Both DMJPS and Potter & Company offer a range of professional services including business valuations, international tax consulting, and litigation support, key components of the professional services sector.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| DMJPS PLLC | Acquirer | Company | A leading tax, assurance, and advisory firm headquartered in Greensboro, North Carolina, expanding statewide through strategic mergers. |
| Potter & Company, P.A. | Target | Company | A North Carolina-based CPA firm prominent in the Charlotte Metro area, merging with DMJPS to enhance service offerings and resources. |
| Mike Gillis | Co-CEO | Person | Co-CEO of DMJPS overseeing strategic growth initiatives. |
| Drew Haddock | Co-CEO | Person | Co-CEO of DMJPS, focused on expanding the firm's North Carolina operations. |
| R. Todd Plyler | Managing Partner | Person | Managing Partner at Potter & Company overseeing its integration with DMJPS. |