Plante Moran Unclaimed

Enhance financial integrity with comprehensive audit services tailored for diverse organizational needs.

Expert tax solutions enabling effective compliance and optimization of liabilities.

Comprehensive consulting services to optimize business strategy and operations.

Tailored wealth management strategies to achieve financial goals and secure legacies.

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.

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.

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.

Due diligence, valuation, investment banking advisory, restructuring and turnaround, and transaction execution support for mergers, divestitures, and capital strategy.

Comprehensive wealth management for individuals and families including financial planning, estate and trust services, family office support, business transition planning, insurance, and investment advisory.

Audit

Audit provides independent audit and assurance services to help organizations manage risk and ensure the integrity of financial statements, including domestic and international audits and specialized audits such as employee benefit plan audits, SEC surprise audits, and single audits.

• Build Stakeholder Confidence
  By ensuring the accuracy and transparency of financial reporting, this feature helps organizations maintain trust with investors, regulators, and other stakeholders.
• Achieve Financial Clarity
  This feature aids organizations in presenting clear and accurate financial positions, essential for informed decision-making and planning.
• Ensure Compliance
  This service checks compliance with regulatory requirements, safeguarding against potential penalties while providing stakeholders with confidence in plan management.
• Facilitate Global Operations
  Specialized services for international entities ensure compliance with local and international accounting standards, enhancing business operations across borders.
• Maintain Regulatory Compliance
  These surprise audits reinforce adherence to SEC regulations, shielding organizations from regulatory scrutiny and enhancing stakeholder trust.
• Streamline Compliance Processes
  This service simplifies compliance for organizations receiving federal funds, ensuring adherence to rigorous reporting standards while minimizing administrative burden.

Tax

Tax services include international tax, mergers and acquisitions tax, national corporate tax, state and local tax, tax controversy, tax credits, incentives, and deductions, and transfer pricing to help clients navigate complex tax environments.

• Enhance Global Tax Efficiency
  Provide tailored strategies to manage international tax obligations effectively.
• Simplify Corporate Tax Obligations
  Assist corporations in understanding and fulfilling their tax responsibilities nationally.
• Streamline M&A Transactions
  Offer guidance to minimize tax liability and ensure compliance throughout the M&A process.
• Resolve Tax Disputes Effectively
  Provide expert assistance to manage and settle tax disputes with authorities.
• Optimize Related-Party Transactions
  Ensure compliance with international transfer pricing regulations and manage tax risks.
• Navigate Local Tax Compliance
  Help clients comply with varying state and local tax laws efficiently.
• Maximize Tax Benefits
  Identify opportunities to lower tax liabilities through available credits and incentives.

Consulting

Consulting helps clients optimize strategy, operations, technology, and risk across industries, with services from artificial intelligence consulting and data analytics to cost and margin intelligence, cybersecurity, ERP, finance and accounting advisory, and specialized offerings like senior living development consulting and real estate advisory.

• Apply AI Strategies
  Leverage advanced AI techniques to enhance decision-making and operational efficiency.
• Protect Information Assets
  Secure critical data and systems against evolving cyber threats.
• Mitigate Key Risks
  Implement strategies to strengthen resilience against potential threats.
• Identify Profitability Improvements
  Analyze cost structures to drive margin enhancements and operational efficiency.
• Inform Decision-Making
  Utilize data-driven insights to enhance strategic decisions and business outcomes.
• Optimize Capital Strategy
  Guide clients through tailored investment banking solutions to meet their objectives.
• Stabilize Underperforming Businesses
  Develop and implement tailored strategies to restore profitability.
• Develop Strategic Initiatives
  Align business strategies with organizational goals for sustained growth.
• Guide Technology Implementation
  Develop and execute technology strategies that align with business needs.
• Conduct Due Diligence
  Deliver expert evaluation and advice on transaction opportunities and risks.
• Optimize Real Estate Investments
  Provide expert advice for effective real estate strategies and project planning.
• Streamline Business Processes
  Implement effective ERP solutions for improved organizational alignment.
• Enhance Financial Operations
  Provide expertise to strengthen financial governance and performance.
• Streamline Back-Office Functions
  Provide comprehensive support for finance and accounting needs, enhancing efficiency.
• Improve Operations Efficiency
  Enhance supply chain processes to reduce costs and improve service delivery.
• Align Talent with Goals
  Implement talent strategies that support business objectives and improve engagement.
• Provide Business Valuations
  Expertise in accurately determining business worth for various purposes.
• Enhance Benefits Strategy
  Design and optimize employee benefit programs to attract and retain talent.
• Conduct Investigations
  Investigate financial discrepancies and provide expert testimony as needed.
• Design Employee Benefits
  Tailor benefit programs to meet diverse employee needs and preferences.
• Support Senior Living Projects
  Guide development projects to enhance community services and outcomes.
• Navigate Global Operations
  Support cross-border strategy and compliance to capture international opportunities.

Wealth Management

Wealth management provides comprehensive guidance for individuals and families, covering financial planning, estate planning, family legacy, family office services, business transition planning, insurance, investment advisory, personal tax planning, and trust services.

• Aligns Finances with Goals
  Creates personalized financial plans that adapt to life changes and goals.
• Secures Wealth Across Generations
  Crafts strategies to minimize tax implications and ensure assets are distributed according to your wishes.
• Optimizes Investment Strategies
  Develops and manages diversified portfolios tailored to each client's risk profile and financial aspirations.
• Enhances Tax Efficiency
  Identifies opportunities for tax savings and ensures compliance with tax regulations.
• Facilitates Smooth Business Transitions
  Ensures a structured approach for passing ownership to the next generation or selling the business.
• Mitigates Financial Risks
  Evaluates risk exposure and suggests insurance solutions to safeguard wealth.
• Facilitates Effective Asset Governance
  Provides structured management and transfer of assets while ensuring privacy and control.
• Preserves Family Values
  Develops plans to instill family values and intentions into philanthropic endeavors and asset sharing.
• Holistic Wealth Management
  Offers a comprehensive understanding of available services tailored to individual client needs.
• Streamlines Family Operations
  Offers comprehensive management solutions tailored to the unique needs of wealthier families.