Productivity & performance
Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?
Embrace change and innovation
How technology can transform your business
ACG New York Private Equity Dealmaking on the BeachACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
Mitigating risk and identifying potential: A case study for operational and commercial due diligence successJoin ACG and Plante Moran for a complimentary webinar with insights into a recent client engagement and an informative discussion on the top three objectives organizations should consider to realize the deal's value and enhance operational benefits.
ACG Great Lakes Capital ConnectionConnect with more than 1,000 investment bankers, buyers, sellers, lenders, and middle market professionals at GLCC 2017. Plante Moran is pleased to be a platinum sponsor of this dynamic networking, deal-sourcing, and educational event.
ACG Chicago Midwest Capital ConnectionPlante Moran is pleased to be a sponsor at the 18th annual Midwest ACG Capital Connection conference, showcasing the leaders who are defining the future of middle market investment.
Portfolio Companies Thought Leadership
Q&A on sell-side tax due diligenceSell-side tax due diligence not only can boost deal value but also establish credibility with a buyer, speed up the sale, and help get ahead in negotiations. Here's why it's become so popular.
Sale readiness and the value proposition of seller’s due diligenceThinking of selling your business? Careful transaction planning is critical to minimizing the risks and streamlining the transaction process. Use these three steps as your keys to unlock the value within your business.
Improving operating margins: Four principles you need to know
The easiest way to make a business more lucrative is to understand the drivers of top-line revenue and analyze margins on a customer, product, and market basis. Use these proven principles as you strengthen your organization.
The high cost of legacy ERP systemsMany organizations have come to realize that while ERP software doesn’t appear to generate direct revenue, it can significantly impact financial performance.
Portfolio acquisitions: Valuing intangiblesIf your private equity firm is performing the valuation of intangible assets of a portfolio company to satisfy the accounting requirements of ASC 805, our observations, best practices, and examples can help.
To meet the aggressive growth expectations of private equity investors and company management alike, portfolio companies require a business advisor with deep industry expertise. We bring that specialized expertise and decades of experience across a variety of industries — including manufacturing, food and beverage, business and consumer services, health care, technology, energy, franchise, and service. You can expect us to deliver critical solutions and clear direction.
Whether you seek assurance services — such as opening balance sheet audit and acquisition accounting, tax minimization strategies, and tax consulting and compliance — or you're looking for assistance with operations and performance improvement, we offer a wide range of services to improve the growth and value of portfolio companies.
Areas of Focus
Our clients say
Plante Moran has provided Svoboda Capital with audit, tax, valuation and consulting services for the past 5 years. I appreciate the consistency in team members, partner involvement, their high level of quality and experience, and their responsiveness to our needs and deadlines. Their audit and tax teams tailor their approach and solutions to ensure our portfolio companies are implementing best in class financial reporting practices and proactive tax strategies to optimize after-tax cash flows.