Clayton L. Scroggins Associates
Since 1945, Clayton L. Scroggins Associates has enjoyed a long history of success in serving private practice physicians and dentists. The company became one of the largest medical-dental consulting/CPA firms in the country, guided by third-generation ownership. Its size and success placed Scroggins Associates in a unique position to impact other businesses. Therefore, in 2011, as part of their strategic plan, company leaders began to explore how they could take the services that had been so beneficial to the healthcare sector and offer them to other industries as well. They decided they could venture into this expansion either on their own or by merging with a firm that was already recognized for its services to privately-held businesses and non-profit organizations.
Grear & Company
Grear & Company began in 1967 and grew to become one of the larger CPA consulting firms in the city. Like many local CPA firms, Grear provided tax and accounting services but also offered a large auditing and consulting practice to both for-profit and non-profit businesses. Grear & Company enjoyed a reputation as a firm that finds solutions and goes “beyond the numbers” for its clients. Grear’s reputation with its employees received notice as well, such as multiple recognitions by the Cincinnati Business Courier as one of the “Best Places to Work in Greater Cincinnati.”
The rest of the story
In March 2012, Scroggins Associates approached Grear & Company about the advantages of a merger. It made sense. Scroggins and Grear had enjoyed a satisfying working relationship for more than 20 years. Terry Grear first met the second-generation ownership of Scroggins through a non-profit organization they both served. The two firms began referring business to each other, and Grear performed internal audits for Scroggins. In addition, Grear was a perfect candidate for Scroggins leadership to approach because of the companies’ shared values surrounding client service.
For more than a year and a half, Scroggins and Grear leadership intentionally explored values, strategy, services, culture, and personnel integration. They spent countless hours in meetings and prayer to ensure a great outcome. Through this exploration, they discovered that although there was some service overlap, each firm also brought unique capabilities to complement the other’s existing services.
It was with great excitement that Clayton L. Scroggins Associates and Grear & Company announced the merger of their two firms, effective January 1, 2014. The resulting firm of approximately 100 people is now known as ScrogginsGrear, creating one of the larger CPA consulting firms in the Greater Cincinnati area and serving more than 1,500 clients.
Scroggins’ commitment to the healthcare sector remains strong. Now, with the addition of Grear’s audit and consulting services, Scroggins Associates can offer more services to the healthcare community than ever before. Similarly, with the additional resources available through Scroggins, Grear & Company now can offer retirement, personnel, information technology, and payroll services to its clients. As ScrogginsGrear, this more comprehensive company is in a unique position to serve the small to mid-sized market in our region with a full array of services.