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
Tax reform for private equity: Uncovering opportunities
Embrace change and innovation
How technology can transform your business
International tax reform: A look at provisions affecting multinational businesses
Concerned tax reform will affect your international business? Here’s what you need to know right now in order to prepare for the changes.
ACG Northeast Dealmaking at the Mountain 2018Plante Moran is excited to adventure into the mountains of Vermont for this winter’s ACG Northeast Dealmaking at the Mountain Conference.
ACG Detroit tax reform presentationThe Tax Cuts and Jobs Act has sweeping ramifications for private equity. Join us February 14 to learn how tax reform could impact the structure of your investments.
Tax reform: What are the implications on M&A structuring?How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Join Plante Moran's and ACG Global's webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
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.
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.
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.