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Outperform the competition

What’s your strategy for profitability, growth, and sustainability? Do you have a plan to stand out from the competition?

Our national practice — serving more than 150 franchise clients — is dedicated to the unique nature of franchise operations. From food and beverage, health and beauty, and retail, to business services, education, or restaurants and lodging, we’ve seen it all. We help franchise clients like you improve financial performance, optimize profits, and enhance operations. Whether you’re a growing franchisee or mature franchisor, we advise on the best financial practices for your businesses. One of our assets? Partners who’ve achieved the highest standards of quality training and education available — the Certified Franchise Executive (CFE) designation.

We belong to the International Franchise Association, Franchise Business Networks, National Restaurant Association, Capital Roundtable Association, Association of Capital Growth, and the Small Business Investor Alliance. Furthermore, we’ve been recognized by Entrepreneur magazine as one of the top suppliers for franchises. We’ll leverage our hands-on industry experience into recommendations and insights that will help you soar past the competition. Start transforming your organization today.

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Franchise guide book
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Up Next

Revenue recognition for franchisors

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6 min read
Revenue recognition for franchisors: You’re on your way. Now what?
Franchisors have a lot to think about when it comes to applying the new principles-based revenue recognition standard. These critical items can help improve the implementation process.
Lisa Manetta
Article February 9, 2018 6 min read
Revenue recognition for commercial entities: Focus on the application
David Grubb
Article October 17, 2017 6 min read
Revenue recognition resource guide for franchisors
Melissa Lynch
Whitepaper March 1, 2018 5 minute read

Franchise guide book
Propel your business forward

Tax reform and planning opportunities

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1 min read
Tax reform webinar series: Understanding the impacts of new guidance
Are you wondering how the Tax Cuts and Jobs Act and recently released guidance will affect you? Our tax reform webinar series will cover critical details, allowing you to understand the new guidance, make informed decisions, and evaluate year-end planning.
Stephen Eckert
Article September 12, 2018 1 min read

Explore our comprehensive tax reform playbook
Take a detailed look at new opportunities and challenges

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Franchise Thought Leadership

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    Are you preparing your franchise business for succession or a sale? Or, perhaps seeking a partner who can provide additional resources or growth capital? Here’s how to prepare your business for prospective investors. Read more at Franchising World.

    Lisa Manetta Mark Fleischer
    Article February 14, 2019 3 min read
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  • Tax cuts: Five areas for franchises to watch
    Has your franchise planned effectively for the impact of recent tax reform? From the qualified business income deduction to opportunity zone incentives, review these five provisions to ensure you understand how key changes will affect your business.
    Dean Feenstra Kevin Lang
    Article January 30, 2019 1 min read
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  • Eight steps to writing a system description for your SOC report
    SOC reports are a necessity, but has anyone instructed your management team on how to prepare one? It’s crucial that preparers understand what is and isn’t expected in a SOC report. Follow these eight steps to write a comprehensive service description.
    Angela Appleby
    Article January 23, 2019 6 min read
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  • Winona Capital’s investment in the luxury consumer market yields strong returns
    Customer loyalty, consistent revenue streams, and high profit margins are driving demand for luxury consumer brands among private equity investors. We chat with Winona Capital about how they’re accelerating revenue growth, expanding profits, and building brands in this luxury market.
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    Video January 9, 2019 5 min watch
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We speak your language

We offer you a dynamic team that’s at the forefront of legal and regulatory issues, reporting requirements, and compliance. And, because we serve more than 150 franchise and multi-unit clients, we have the breadth of expertise to analyze trends, forecast industry developments, and provide insights that will transform your operations.

This philosophy is the cornerstone of our future-focused lens. Lisa Manetta, consumer goods and services practice leader says, “I love when we bring a new client on, and we get to experience our team through their eyes. They see quickly that we not only understand and offer recommendations for their pressing day-to-day challenges, but we also offer our vision for how they can thrive 10, 20, and 30 years down the road.”

Our clients say

For most franchisees, their business income will be filtered through to their personal balance sheets. In other words, the sustainability of their businesses and the security of their families are very closely connected. That is why we emphasize the need for a good business advisor and an experienced wealth manager. For an efficient and effective integrated approach, we share our personal example. The specialists at Plante Moran have gained our trust. They do our business audits and estate and personal tax planning.

Melanie Bergeron Chair, Two Men and a Truck International, Inc.

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1 min read
Midwest manufacturer uses data analytics to gain customer insights
A manufacturer with both consumer and professional customer segments, served through a direct sales model.
Chris Moshier
Case Study March 5, 2018 1 min read
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1 min read
PCI DSS compliance and testing
PCI DSS compliance helps company retain millions of dollars in business and attract new customers.
Case Study April 23, 2017 1 min read