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Portfolio Companies

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.


Up Next

Productivity & performance

People and process The power behind your business
5 min read
Top five skills for next generation leaders

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?

Steve Gravenkemper Ph.D.
Article July 12, 2017 5 min read

Cutting costs
Embrace change and innovation

How technology can transform your business

How technology can transform your business
4 min read
Keep IT right-sized through growth and change
In a business environment where change and volatility are inevitable, organizations must know how to keep their technology environments right-sized. Here’s how to improve elasticity and adaptability in your IT investments.
Sri Chalasani
Article September 20, 2017 4 min read
Implementing an ERP system? Strengthen controls to prevent fraud
Scott Eiler
Article September 01, 2017 6 min read
ERP dirty dozen: 12 signs your business needs to replace its ERP system
Doug Hockenbrocht
Article June 14, 2017 1 min read
Cybersecurity: Taking aim at a fast-moving target
Joseph Oleksak
Article May 23, 2017 3 min read

Managing risk

Managing risk: Protecting people and data
1 min read
Asset/liability management: Will your model pass regulatory scrutiny
Are you prepared to meet regulatory expectations for your asset/liability management model? Here are four steps to take to confirm your model is performing in accordance with regulatory guidance and standards.
Steve Hayes
Article September 11, 2017 1 min read
A comprehensive examination of SOC for Cybersecurity
Krystle Beseler
Article August 30, 2017 4 min read
Turning risk into opportunity: Five questions to ask
Doug Farmer
Article August 28, 2017 8 min read
Assess enterprise-wide risk management with SOC for Cybersecurity
Tim Bowling
Article August 15, 2017 6 min read

Related Events

  • ACG Chicago Midwest Capital Connection
    Plante 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.
    Event October 16, 2017 - October 17, 2017 1 min read Upcoming
    Professionals networking at a mixer

Portfolio Companies Thought Leadership

  • Q&A on sell-side tax due diligence
    Sell-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.
    Robert Shefferly III
    March 24, 2016 1 min read
    Two professional men shaking hands
  • Sale readiness and the value proposition of seller’s due diligence
    Thinking 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.
    Article May 31, 2017 9 min read
    Business woman working with papers
  • 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.

    Article May 28, 2017 4 min read
    Image of people working
  • The high cost of legacy ERP systems
    Many organizations have come to realize that while ERP software doesn’t appear to generate direct revenue, it can significantly impact financial performance.
    Doug Hockenbrocht
    Whitepaper June 14, 2017 10 min read
    Image of sky between buildings in city
  • Portfolio acquisitions: Valuing intangibles
    If 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.
    Richard L. Lies, III
    Article February 03, 2016 9 min read
    iamge of a man looking out a window

Up Next

Plex case study
2 min read
Manufacturer meets acquisition requirements with Plex ERP implementation
A 95-year-old, $70-million manufacturer of tool storage solutions meets acquisition requirements through a cost-saving Plex ERP implementation in a limited time frame.
Monti Piccioni
Case Study August 15, 2017 2 min read

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.

Richard J. Harpster Managing Director, Svoboda Capital Partners

Our Team

No matter what challenges your portfolio company faces, we have more than 350 private equity and 2,000 industry experts to help you meet the expectations of both private equity investors and company management. We take a personalized approach, building an engagement team that's best suited and entirely focused on your needs to map a strategy and help get you where you want to go.