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Business Transition Services

Plante Moran’s business transition specialists, working in conjunction with estate planning experts, tax consultants, and financial advisors, can help you develop a strategy that will open new avenues of opportunity and attain desired results for your business and family.

Planning for the transition or succession of your business can be difficult to imagine; however, it’s never too early to plan for the future of your business to ensure that your goals and wishes are met.

As part of Plante Moran’s Wealth Management practice, we work seamlessly with more than 250 professionals to provide objective, goals-based solutions that are tailored to your needs. We will work alongside you and your advisory team to help you effectively manage the transition process, mitigate risk, and reduce stress and uncertainty.

From financial, estate, and ownership transition planning to family dynamics and management transition, our team of experts will design and execute a successful transition plan to help you chart the best course for you, your family, and your business.

We specialize In...

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The holistic wealth viewpoint

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March 2018 Market Perspectives
Our latest Market Perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
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Estate planning: Finding opportunity in the new law
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Article March 21, 2018 3 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
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Working with a professional trustee: Six myths busted
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Transitioning your business

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Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
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Article August 18, 2017 3 min read

Wealth Management news and events

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Plante Moran Wealth Management Media Highlights
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Article April 05, 2018 1 min read
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Article February 27, 2018 1 min read
Plante Moran Trust named one of “2018 AMERICA’S MOST ADVISOR-FRIENDLY TRUST COMPANIES”
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Article January 24, 2018 1 min read
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Business Transition Services

Business succession in your future? Consider these questions
Personal and professional decisions about financial independence and your family's vision for the future determine how best to transfer business ownership. Ask these three questions to help gain clarity.
Katie Redle Wealth Management
Article August 18, 2017 3 min read

Productivity & performance

People and process The power behind your business
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Industry 4.0: Adopt smart technologies for a competitive advantage
Industry 4.0 is driving efficiencies and increasing competitiveness in the manufacturing industry. Data, and the interconnectivity of all processes and machines, are key components of this transformation. Do you want to evolve your traditional factory into a smart factory?
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Article January 26, 2018 5 min read
Fostering an accurate portrayal of your financial performance
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Blockchain disruption: Are manufacturers ready?
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3PL: The cost of underestimating complexity
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Business Transition Services Thought Leadership

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Our Business Transitions Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.