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Portfolio Companies

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?

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
1 min read
ERP dirty dozen: 12 signs your business needs to replace its ERP system
Your ERP system needs to evolve in response to market pressures and business changes. System limitations can affect ROI, efficiency, performance, and your overall business strategy. These 12 signs suggest it's time to assess the situation.
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
Understanding & planning your cloud strategy
Judy Wright
Podcast May 17, 2017 14 minute listen
Cutting through the data analytics hype
Webinar May 02, 2017 1 hour watch

Related Events

  • ACG New York Private Equity Dealmaking on the Beach
    ACG New York and ACG Philadelphia present a unique meeting opportunity called "Private Equity Dealmaking on the Beach".
    Event July 26, 2017 - July 27, 2017 1 min read Upcoming
    Corporate buildings
  • Mitigating risk and identifying potential: A case study for operational and commercial due diligence success
    Join 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.
    Webinar August 29, 2017 1 hour watch Upcoming
    Line graph on wall of stairs
  • ACG Great Lakes Capital Connection
    Connect 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.
    Event September 6, 2017 - September 7, 2017 1 min read Upcoming
    Corporate buildings
  • 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

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

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.