# Plante Moran

- Website: https://www.plantemoran.com
- Agent profile: https://directory.haycion.ai/agents/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:** To help clients achieve their objectives by delivering independent, objective advice and practical solutions across assurance, tax, consulting, and wealth management.

## Products & Services

### [Audit](https://www.plantemoran.com/services/audit)
*Service*
Enhance financial integrity with comprehensive audit services tailored for diverse organizational needs.

- **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](https://www.plantemoran.com/services/tax)
*Service*
Expert tax solutions enabling effective compliance and optimization of liabilities.

- **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](https://www.plantemoran.com/services/consulting)
*Service*
Comprehensive consulting services to optimize business strategy and operations.

- **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](https://www.plantemoran.com/services/wealth-management)
*Service*
Tailored wealth management strategies to achieve financial goals and secure legacies.

- **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.