{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/plantemoran-com","markdownUrl":"https://nowen.ai/agents/plantemoran-com.md","jsonUrl":"https://nowen.ai/agents/plantemoran-com.json","name":"Plante Moran","website":"https://www.plantemoran.com","industry":"Professional Services","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:49:33.028Z","summary":"Plante Moran is a U.S.-based professional services firm providing audit, tax, consulting, and wealth-management services to diverse industries.","description":"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.","directory":{"industryName":"Professional Services","agentCount":210,"indexable":true,"hubUrl":"https://nowen.ai/industry/professional-services"},"aiReaderFamilies":["Amazon"],"advisorListingUrl":"https://haycion.com/advisors/plantemoran-com","products":[{"name":"Audit","type":"Service","url":"https://www.plantemoran.com/services/audit","summary":"Enhance financial integrity with comprehensive audit services tailored for diverse organizational needs.","description":"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.","pricing":{},"features":[{"name":"Audit and Assurance","value":"Build Stakeholder Confidence","valueDescription":"By ensuring the accuracy and transparency of financial reporting, this feature helps organizations maintain trust with investors, regulators, and other stakeholders."},{"name":"Financial Statement Audit","value":"Achieve Financial Clarity","valueDescription":"This feature aids organizations in presenting clear and accurate financial positions, essential for informed decision-making and planning."},{"name":"Employee Benefit Plan Audit","value":"Ensure Compliance","valueDescription":"This service checks compliance with regulatory requirements, safeguarding against potential penalties while providing stakeholders with confidence in plan management."},{"name":"International Audit","value":"Facilitate Global Operations","valueDescription":"Specialized services for international entities ensure compliance with local and international accounting standards, enhancing business operations across borders."},{"name":"SEC Surprise Audit","value":"Maintain Regulatory Compliance","valueDescription":"These surprise audits reinforce adherence to SEC regulations, shielding organizations from regulatory scrutiny and enhancing stakeholder trust."},{"name":"Single Audit","value":"Streamline Compliance Processes","valueDescription":"This service simplifies compliance for organizations receiving federal funds, ensuring adherence to rigorous reporting standards while minimizing administrative burden."}]},{"name":"Tax","type":"Service","url":"https://www.plantemoran.com/services/tax","summary":"Expert tax solutions enabling effective compliance and optimization of liabilities.","description":"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.","pricing":{},"features":[{"name":"International Tax","value":"Enhance Global Tax Efficiency","valueDescription":"Provide tailored strategies to manage international tax obligations effectively."},{"name":"National Corporate Tax","value":"Simplify Corporate Tax Obligations","valueDescription":"Assist corporations in understanding and fulfilling their tax responsibilities nationally."},{"name":"Mergers and Acquisitions Tax","value":"Streamline M&A Transactions","valueDescription":"Offer guidance to minimize tax liability and ensure compliance throughout the M&A process."},{"name":"Tax Controversy Services","value":"Resolve Tax Disputes Effectively","valueDescription":"Provide expert assistance to manage and settle tax disputes with authorities."},{"name":"Transfer Pricing","value":"Optimize Related-Party Transactions","valueDescription":"Ensure compliance with international transfer pricing regulations and manage tax risks."},{"name":"State and Local Tax","value":"Navigate Local Tax Compliance","valueDescription":"Help clients comply with varying state and local tax laws efficiently."},{"name":"Tax Credits, Incentives, and Deductions","value":"Maximize Tax Benefits","valueDescription":"Identify opportunities to lower tax liabilities through available credits and incentives."}]},{"name":"Consulting","type":"Service","url":"https://www.plantemoran.com/services/consulting","summary":"Comprehensive consulting services to optimize business strategy and operations.","description":"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.","pricing":{},"features":[{"name":"Artificial Intelligence Consulting","value":"Apply AI Strategies","valueDescription":"Leverage advanced AI techniques to enhance decision-making and operational efficiency."},{"name":"Cybersecurity","value":"Protect Information Assets","valueDescription":"Secure critical data and systems against evolving cyber threats."},{"name":"Risk Management","value":"Mitigate Key Risks","valueDescription":"Implement strategies to strengthen resilience against potential threats."},{"name":"Cost and Margin Intelligence","value":"Identify Profitability Improvements","valueDescription":"Analyze cost structures to drive margin enhancements and operational efficiency."},{"name":"Data and Analytics","value":"Inform Decision-Making","valueDescription":"Utilize data-driven insights to enhance strategic decisions and business outcomes."},{"name":"Investment Banking (PMCF)","value":"Optimize Capital Strategy","valueDescription":"Guide clients through tailored investment banking solutions to meet their objectives."},{"name":"Restructuring and Turnaround Services","value":"Stabilize Underperforming Businesses","valueDescription":"Develop and implement tailored strategies to restore profitability."},{"name":"Strategy","value":"Develop Strategic Initiatives","valueDescription":"Align business strategies with organizational goals for sustained growth."},{"name":"Technology Consulting","value":"Guide Technology Implementation","valueDescription":"Develop and execute technology strategies that align with business needs."},{"name":"Transaction Advisory Services","value":"Conduct Due Diligence","valueDescription":"Deliver expert evaluation and advice on transaction opportunities and risks."},{"name":"Commercial Real Estate Advisors (Realpoint)","value":"Optimize Real Estate Investments","valueDescription":"Provide expert advice for effective real estate strategies and project planning."},{"name":"ERP Consulting","value":"Streamline Business Processes","valueDescription":"Implement effective ERP solutions for improved organizational alignment."},{"name":"Finance and Accounting Advisory","value":"Enhance Financial Operations","valueDescription":"Provide expertise to strengthen financial governance and performance."},{"name":"Outsourced Finance and Accounting Services","value":"Streamline Back-Office Functions","valueDescription":"Provide comprehensive support for finance and accounting needs, enhancing efficiency."},{"name":"Supply Chain and Operations","value":"Improve Operations Efficiency","valueDescription":"Enhance supply chain processes to reduce costs and improve service delivery."},{"name":"Talent","value":"Align Talent with Goals","valueDescription":"Implement talent strategies that support business objectives and improve engagement."},{"name":"Valuation Services","value":"Provide Business Valuations","valueDescription":"Expertise in accurately determining business worth for various purposes."},{"name":"Employee Benefits Consulting","value":"Enhance Benefits Strategy","valueDescription":"Design and optimize employee benefit programs to attract and retain talent."},{"name":"Forensic Accounting","value":"Conduct Investigations","valueDescription":"Investigate financial discrepancies and provide expert testimony as needed."},{"name":"Group Benefits and Brokerage Services","value":"Design Employee Benefits","valueDescription":"Tailor benefit programs to meet diverse employee needs and preferences."},{"name":"Senior Living Development Consulting (Living Forward)","value":"Support Senior Living Projects","valueDescription":"Guide development projects to enhance community services and outcomes."},{"name":"International Services","value":"Navigate Global Operations","valueDescription":"Support cross-border strategy and compliance to capture international opportunities."}]},{"name":"Wealth Management","type":"Service","url":"https://www.plantemoran.com/services/wealth-management","summary":"Tailored wealth management strategies to achieve financial goals and secure legacies.","description":"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.","pricing":{},"features":[{"name":"Financial Planning","value":"Aligns Finances with Goals","valueDescription":"Creates personalized financial plans that adapt to life changes and goals."},{"name":"Estate Planning","value":"Secures Wealth Across Generations","valueDescription":"Crafts strategies to minimize tax implications and ensure assets are distributed according to your wishes."},{"name":"Investment Advisory","value":"Optimizes Investment Strategies","valueDescription":"Develops and manages diversified portfolios tailored to each client's risk profile and financial aspirations."},{"name":"Personal Tax Planning","value":"Enhances Tax Efficiency","valueDescription":"Identifies opportunities for tax savings and ensures compliance with tax regulations."},{"name":"Business Transition Services","value":"Facilitates Smooth Business Transitions","valueDescription":"Ensures a structured approach for passing ownership to the next generation or selling the business."},{"name":"Insurance","value":"Mitigates Financial Risks","valueDescription":"Evaluates risk exposure and suggests insurance solutions to safeguard wealth."},{"name":"Trust","value":"Facilitates Effective Asset Governance","valueDescription":"Provides structured management and transfer of assets while ensuring privacy and control."},{"name":"Family Legacy","value":"Preserves Family Values","valueDescription":"Develops plans to instill family values and intentions into philanthropic endeavors and asset sharing."},{"name":"Wealth Management Overview","value":"Holistic Wealth Management","valueDescription":"Offers a comprehensive understanding of available services tailored to individual client needs."},{"name":"Family Office Services","value":"Streamlines Family Operations","valueDescription":"Offers comprehensive management solutions tailored to the unique needs of wealthier families."}]}],"audiences":[],"segments":[{"name":"Audit and assurance","description":"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.","size":234,"cagr":4.1,"color":1,"productNames":["Audit"],"methodology":"Estimate synthesizes multiple market reports from the provided searchResults. Fortune Business Insights reports global auditing services at USD 233.95B (2025) with a 4.20% CAGR and Zion reports USD 243.45B (2023) with a 4.23% CAGR. MRFR gives a lower 2024 estimate of USD 160B (CAGR 3.75%) and DataHorizzon provides a smaller scope figure (USD 70.3B, CAGR 6.5%). I weighted the larger, recent auditing/assurance market reports (Fortune, Zion) more heavily, producing an estimated market size ≈ USD 234B and a consensus growth potential ~4.1% CAGR.","citations":[{"url":"https://www.fortunebusinessinsights.com/auditing-services-market-114507","text":"The global auditing services market size was valued at USD 233.95 billion in 2025; CAGR 4.20% (2026–2034)."},{"url":"https://www.zionmarketresearch.com/report/auditing-services-market","text":"Market Size in 2023 USD 243.45 Billion; CAGR of 4.23% (forecast to 2032)."},{"url":"https://www.marketresearchfuture.com/reports/audit-and-assurance-services-market-65923","text":"2024 Market Size $160 Billion; CAGR (2025 - 2035) 3.75%."},{"url":"https://datahorizzonresearch.com/audit-and-assurance-services-market-47727","text":"The global audit and assurance services market was valued at USD 70.3 billion in 2024; CAGR 6.5% (2025–2033)."}]},{"name":"Tax advisory and compliance","description":"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.","size":43.2,"cagr":6.3,"color":2,"productNames":["Tax"],"methodology":"Estimated global market size derived from multiple industry reports in the searchResults (MarketResearchFuture, Fortune Business Insights, GlobalMarketStatistics) which report 2024–2026 tax advisory market values in the low-to-mid $40 billions and CAGRs between ~5.7%–7.3%. I used the midpoint of reported market sizes (~$42–46B) to estimate ~$43.2B and adopted a consensus CAGR (~6.3%) aligned with the range of published forecasts. Supplementary reports for cross-border and tax management subsegments (WiseGuy, MarketsandMarkets) show lower absolute sizes but similar CAGRs, supporting the growth-rate estimate.","citations":[{"url":"https://www.marketresearchfuture.com/reports/tax-advisory-services-market-24697","text":"2024 Market Size $42.51 Billion; CAGR 6.36% (2025 - 2035)"},{"url":"https://www.fortunebusinessinsights.com/tax-advisory-services-market-118346","text":"Global market size valued at USD 45.39 billion in 2025; CAGR 7.3% (2026-2034)"},{"url":"https://www.globalmarketstatistics.com/market-reports/tax-consultancy-service-market-13960","text":"Market size estimated at USD 46,434.26 million in 2026; CAGR 5.7% (2026-2035)"},{"url":"https://www.wiseguyreports.com/reports/cross-border-tax-service-market","text":"Cross-Border Tax Service Market valued at USD 6.93 Billion in 2025; CAGR 5.6% (2026-2035)"},{"url":"https://www.marketsandmarkets.com/Market-Reports/tax-management-market-230446693.html","text":"Tax Management Market 2024 size USD 22.31 Billion; projected USD 33.21 Billion by 2030; CAGR 6.3% (2025-2030)"}]},{"name":"Enterprise technology and data analytics","description":"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.","size":250,"cagr":15,"color":3,"productNames":["Consulting"],"methodology":"Estimate triangulates multiple market reports for data analytics and big data. Data-analytics-only reports show 74–114B (mid-2020s) with high CAGRs (≈21–28%), while big-data forecasts show larger bases (≈324B, CAGR 9.7%). The enterprise technology and data analytics segment (ERP selection/implementation, data & analytics, AI advisory, cybersecurity) is broader than pure analytics but narrower than total big-data ecosystems; a conservative midpoint addressable market is estimated at ~$250B with a moderate professional-services/software blended CAGR of ~15%, reflecting faster software-driven analytics growth tempered by lower-growth systems integration and cybersecurity services.","citations":[{"url":"https://www.fortunebusinessinsights.com/data-analytics-market-108882","text":"The global data analytics market size was valued at USD 82.23 billion in 2025... projected to grow... exhibiting a CAGR of 21.50%."},{"url":"https://www.marketsandmarkets.com/Market-Reports/big-data-market-1068.html","text":"The global big data market is expected to grow from USD 324.59 billion in 2026 to USD 516.29 billion by 2031, reflecting a CAGR of 9.7%."},{"url":"https://www.businessresearchinsights.com/market-reports/data-analytics-market-108876","text":"The global data analytics market size is anticipated to be worth USD 74.26 Billion in 2026 and... reach USD 503.62 Billion by 2035 at a CAGR of 23.7%."},{"url":"https://www.marketresearchfuture.com/reports/data-analytics-market-1689","text":"Data Analytics Market was estimated at 89.7 USD Billion in 2024... grow from 114.46 USD Billion in 2025 to 1309.67 USD Billion by 2035, exhibiting a CAGR of 27.6%."}]},{"name":"Transaction advisory and valuation","description":"Due diligence, valuation, investment banking advisory, restructuring and turnaround, and transaction execution support for mergers, divestitures, and capital strategy.","size":19.4,"cagr":7.4,"color":4,"productNames":["Consulting","Tax"],"methodology":"Primary estimate based on FutureDataStats’ explicit Transaction Advisory Services market figure (USD 19.40B in 2025) and its forecasted CAGR (7.4% for 2026–2033). Supplementary sources show related segments: BusinessResearchInsights reports a larger M&A advisory figure (USD 29.28B in 2026, lower CAGR 2.5%) and DataMotive/Valuation Advisory projects a smaller valuation-only market (USD 3.2B in 2024 to USD 5.71B by 2033, CAGR 7.5%). I used the FutureDataStats TAS estimate as the best match to the specified segment (due diligence, valuation, restructuring, transaction execution).","citations":[{"url":"https://www.futuredatastats.com/transaction-advisory-services-market?srsltid=AfmBOorVcQKscrRi1u4yWu5tGBW0OiewAtl06QEYFRtTTfZ40EwsCVqA","text":"Global Transaction Advisory Services Market was valued at USD 19.40 billion in 2025; CAGR of 7.4% (2026–2033)."},{"url":"https://www.businessresearchinsights.com/market-reports/mergers-and-acquisitions-advisory-market-110354","text":"M&A Advisory Market expected to be valued at USD 29.28 Billion in 2026; CAGR of 2.5% (2026–2035)."},{"url":"https://www.linkedin.com/pulse/valuation-advisory-market-size-growth-forecast-20262033-xux4f","text":"Valuation Advisory Market projected from USD 3.2 billion in 2024 to USD 5.71 billion by 2033, registering a CAGR of 7.5%."}]},{"name":"Wealth and private client services","description":"Comprehensive wealth management for individuals and families including financial planning, estate and trust services, family office support, business transition planning, insurance, and investment advisory.","size":432.61,"cagr":10.02,"color":5,"productNames":["Wealth Management"],"methodology":"Primary estimate uses Market Research Future’s global private banking figure (USD 432.61B in 2024) and its 10.02% projected CAGR (2025–2035). Supporting search results show similar multi-year growth trajectories for related wealth/private-client submarkets (CAGRs roughly 6.1%–10.6%) although scopes vary (global private banking, U.S. private banking, private-wealth services, and private-client tax services). Variations reflect differing definitions (full private banking vs. narrower service or tax segments); the MRFR global private-banking series was used as the best-aligned proxy for the comprehensive “wealth and private client services” segment.","citations":[{"url":"https://www.marketresearchfuture.com/reports/private-banking-market-23978","text":"Private Banking Market Size was estimated at 432.61 USD Billion in 2024; CAGR 10.02% (2025 - 2035)."},{"url":"https://www.futuremarketinsights.com/reports/private-wealth-management-service-market","text":"Industry Size (2025): USD 724.1 Mn; Forecast (2035): USD 1,983.1 Mn; CAGR (2025 to 2035): 10.6%."},{"url":"https://www.persistencemarketresearch.com/market-research/us-private-banking-market.asp","text":"U.S. Private Banking Market size projected from US$132.7 billion in 2026 to US$235.3 billion by 2033; CAGR 8.5% (2026–2033)."},{"url":"https://www.businessresearchinsights.com/market-reports/private-banking-market-117576","text":"Global Private banking Market estimated at approximately USD 42.2 Billion in 2026; projected USD 62.49 Billion by 2035; CAGR 6.1%."},{"url":"https://www.linkedin.com/pulse/private-client-tax-services-market-growth-forecast-20262033-83-ekd7e","text":"Private Client Tax Services market projected to expand at a CAGR of 8.3% during the forecast period (2026 - 2033)."}]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.plantemoran.com","text":"Plante Moran"},{"url":"https://www.plantemoran.com/services/audit","text":"Audit"},{"url":"https://www.plantemoran.com/services/tax","text":"Tax"},{"url":"https://www.plantemoran.com/services/consulting","text":"Consulting"},{"url":"https://www.plantemoran.com/services/wealth-management","text":"Wealth Management"},{"url":"https://www.fortunebusinessinsights.com/auditing-services-market-114507","text":"The global auditing services market size was valued at USD 233.95 billion in 2025; CAGR 4.20% (2026–2034)."},{"url":"https://www.zionmarketresearch.com/report/auditing-services-market","text":"Market Size in 2023 USD 243.45 Billion; CAGR of 4.23% (forecast to 2032)."},{"url":"https://www.marketresearchfuture.com/reports/audit-and-assurance-services-market-65923","text":"2024 Market Size $160 Billion; CAGR (2025 - 2035) 3.75%."},{"url":"https://datahorizzonresearch.com/audit-and-assurance-services-market-47727","text":"The global audit and assurance services market was valued at USD 70.3 billion in 2024; CAGR 6.5% (2025–2033)."},{"url":"https://www.marketresearchfuture.com/reports/tax-advisory-services-market-24697","text":"2024 Market Size $42.51 Billion; CAGR 6.36% (2025 - 2035)"},{"url":"https://www.fortunebusinessinsights.com/tax-advisory-services-market-118346","text":"Global market size valued at USD 45.39 billion in 2025; CAGR 7.3% (2026-2034)"},{"url":"https://www.globalmarketstatistics.com/market-reports/tax-consultancy-service-market-13960","text":"Market size estimated at USD 46,434.26 million in 2026; CAGR 5.7% (2026-2035)"},{"url":"https://www.wiseguyreports.com/reports/cross-border-tax-service-market","text":"Cross-Border Tax Service Market valued at USD 6.93 Billion in 2025; CAGR 5.6% (2026-2035)"},{"url":"https://www.marketsandmarkets.com/Market-Reports/tax-management-market-230446693.html","text":"Tax Management Market 2024 size USD 22.31 Billion; projected USD 33.21 Billion by 2030; CAGR 6.3% (2025-2030)"},{"url":"https://www.fortunebusinessinsights.com/data-analytics-market-108882","text":"The global data analytics market size was valued at USD 82.23 billion in 2025... projected to grow... exhibiting a CAGR of 21.50%."},{"url":"https://www.marketsandmarkets.com/Market-Reports/big-data-market-1068.html","text":"The global big data market is expected to grow from USD 324.59 billion in 2026 to USD 516.29 billion by 2031, reflecting a CAGR of 9.7%."},{"url":"https://www.businessresearchinsights.com/market-reports/data-analytics-market-108876","text":"The global data analytics market size is anticipated to be worth USD 74.26 Billion in 2026 and... reach USD 503.62 Billion by 2035 at a CAGR of 23.7%."},{"url":"https://www.marketresearchfuture.com/reports/data-analytics-market-1689","text":"Data Analytics Market was estimated at 89.7 USD Billion in 2024... grow from 114.46 USD Billion in 2025 to 1309.67 USD Billion by 2035, exhibiting a CAGR of 27.6%."},{"url":"https://www.futuredatastats.com/transaction-advisory-services-market?srsltid=AfmBOorVcQKscrRi1u4yWu5tGBW0OiewAtl06QEYFRtTTfZ40EwsCVqA","text":"Global Transaction Advisory Services Market was valued at USD 19.40 billion in 2025; CAGR of 7.4% (2026–2033)."},{"url":"https://www.businessresearchinsights.com/market-reports/mergers-and-acquisitions-advisory-market-110354","text":"M&A Advisory Market expected to be valued at USD 29.28 Billion in 2026; CAGR of 2.5% (2026–2035)."},{"url":"https://www.linkedin.com/pulse/valuation-advisory-market-size-growth-forecast-20262033-xux4f","text":"Valuation Advisory Market projected from USD 3.2 billion in 2024 to USD 5.71 billion by 2033, registering a CAGR of 7.5%."},{"url":"https://www.marketresearchfuture.com/reports/private-banking-market-23978","text":"Private Banking Market Size was estimated at 432.61 USD Billion in 2024; CAGR 10.02% (2025 - 2035)."},{"url":"https://www.futuremarketinsights.com/reports/private-wealth-management-service-market","text":"Industry Size (2025): USD 724.1 Mn; Forecast (2035): USD 1,983.1 Mn; CAGR (2025 to 2035): 10.6%."},{"url":"https://www.persistencemarketresearch.com/market-research/us-private-banking-market.asp","text":"U.S. Private Banking Market size projected from US$132.7 billion in 2026 to US$235.3 billion by 2033; CAGR 8.5% (2026–2033)."},{"url":"https://www.businessresearchinsights.com/market-reports/private-banking-market-117576","text":"Global Private banking Market estimated at approximately USD 42.2 Billion in 2026; projected USD 62.49 Billion by 2035; CAGR 6.1%."},{"url":"https://www.linkedin.com/pulse/private-client-tax-services-market-growth-forecast-20262033-83-ekd7e","text":"Private Client Tax Services market projected to expand at a CAGR of 8.3% during the forecast period (2026 - 2033)."}]}