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www.plantemoran.com
Plante Moran is a U.S.-based professional services firm providing audit, tax, consulting, and wealth-management services to diverse industries.
Plante Moran is a professional services firm that provides audit, tax, consulting, and wealth-management solutions to a broad range of industries and clients. The firm emphasizes independent, objective guidance, practical insights, and collaborative, client-focused service to help organizations manage risk, improve performance, and plan for long-term success.
Mission statement
To help clients achieve their objectives by delivering independent, objective advice and practical solutions across assurance, tax, consulting, and wealth management.
Products & Services
Audit Service
Enhance financial integrity with comprehensive audit services tailored for diverse organizational needs.
www.plantemoran.com/services/audit- ✓ Audit and Assurance — Build Stakeholder Confidence
- ✓ Financial Statement Audit — Achieve Financial Clarity
- ✓ Employee Benefit Plan Audit — Ensure Compliance
- ✓ International Audit — Facilitate Global Operations
- ✓ SEC Surprise Audit — Maintain Regulatory Compliance
- ✓ Single Audit — Streamline Compliance Processes
Tax Service
Expert tax solutions enabling effective compliance and optimization of liabilities.
www.plantemoran.com/services/tax- ✓ International Tax — Enhance Global Tax Efficiency
- ✓ National Corporate Tax — Simplify Corporate Tax Obligations
- ✓ Mergers and Acquisitions Tax — Streamline M&A Transactions
- ✓ Tax Controversy Services — Resolve Tax Disputes Effectively
- ✓ Transfer Pricing — Optimize Related-Party Transactions
- ✓ State and Local Tax — Navigate Local Tax Compliance
- ✓ Tax Credits, Incentives, and Deductions — Maximize Tax Benefits
Consulting Service
Comprehensive consulting services to optimize business strategy and operations.
www.plantemoran.com/services/consulting- ✓ Artificial Intelligence Consulting — Apply AI Strategies
- ✓ Cybersecurity — Protect Information Assets
- ✓ Risk Management — Mitigate Key Risks
- ✓ Cost and Margin Intelligence — Identify Profitability Improvements
- ✓ Data and Analytics — Inform Decision-Making
- ✓ Investment Banking (PMCF) — Optimize Capital Strategy
- ✓ Restructuring and Turnaround Services — Stabilize Underperforming Businesses
- ✓ Strategy — Develop Strategic Initiatives
- ✓ Technology Consulting — Guide Technology Implementation
- ✓ Transaction Advisory Services — Conduct Due Diligence
- ✓ Commercial Real Estate Advisors (Realpoint) — Optimize Real Estate Investments
- ✓ ERP Consulting — Streamline Business Processes
- ✓ Finance and Accounting Advisory — Enhance Financial Operations
- ✓ Outsourced Finance and Accounting Services — Streamline Back-Office Functions
- ✓ Supply Chain and Operations — Improve Operations Efficiency
- ✓ Talent — Align Talent with Goals
- ✓ Valuation Services — Provide Business Valuations
- ✓ Employee Benefits Consulting — Enhance Benefits Strategy
- ✓ Forensic Accounting — Conduct Investigations
- ✓ Group Benefits and Brokerage Services — Design Employee Benefits
- ✓ Senior Living Development Consulting (Living Forward) — Support Senior Living Projects
- ✓ International Services — Navigate Global Operations
Wealth Management Service
Tailored wealth management strategies to achieve financial goals and secure legacies.
www.plantemoran.com/services/wealth-management- ✓ Financial Planning — Aligns Finances with Goals
- ✓ Estate Planning — Secures Wealth Across Generations
- ✓ Investment Advisory — Optimizes Investment Strategies
- ✓ Personal Tax Planning — Enhances Tax Efficiency
- ✓ Business Transition Services — Facilitates Smooth Business Transitions
- ✓ Insurance — Mitigates Financial Risks
- ✓ Trust — Facilitates Effective Asset Governance
- ✓ Family Legacy — Preserves Family Values
- ✓ Wealth Management Overview — Holistic Wealth Management
- ✓ Family Office Services — Streamlines Family Operations
Market Segments
Audit and assurance
Independent financial statement and assurance services including employee benefit plan audits, single audits, international audits, and SEC-aligned reviews to support regulatory compliance and stakeholder confidence.
Tax advisory and compliance
Corporate, international, state and local tax planning and compliance, mergers and acquisitions tax, transfer pricing, tax credits and incentives, and controversy support to optimize tax outcomes and manage risk.
Enterprise technology and data analytics
Technology strategy, ERP selection and implementation, data and analytics, artificial intelligence advisory, and cybersecurity to modernize finance and operations and enable data-driven decision making.
Transaction advisory and valuation
Due diligence, valuation, investment banking advisory, restructuring and turnaround, and transaction execution support for mergers, divestitures, and capital strategy.
Wealth and private client services
Comprehensive wealth management for individuals and families including financial planning, estate and trust services, family office support, business transition planning, insurance, and investment advisory.
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Common Questions
- What does Plante Moran do?
- Plante Moran is a professional services firm that provides audit, tax, consulting, and wealth-management solutions to a broad range of industries and clients. The firm emphasizes independent, objective guidance, practical insights, and collaborative, client-focused service to help organizations manage risk, improve performance, and plan for long-term success.
- What is Plante Moran's role in the Audit and assurance market?
- Independent financial statement and assurance services including employee benefit plan audits, single audits, international audits, and SEC-aligned reviews to support regulatory compliance and stakeholder confidence.
- What is Plante Moran's role in the Tax advisory and compliance market?
- Corporate, international, state and local tax planning and compliance, mergers and acquisitions tax, transfer pricing, tax credits and incentives, and controversy support to optimize tax outcomes and manage risk.
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