Our Expertise

Franchise operation specialists

As one of only a few audit, tax, and consulting firms with a dedicated franchise industry practice, we understand the distinct nature of franchise operations. Our national practice — serving more than 180 franchise clients — is dedicated to the unique nature of franchise operations. From food and beverage, health and beauty, and retail, to business services, education, or restaurants and lodging, we’ve seen it all. We help franchise clients like you improve financial performance, optimize profits, and enhance operations. Whether you’re a growing franchisee or mature franchisor, we advise on the best financial practices for your businesses. One of our assets? Partners who’ve achieved the highest standards of quality training and education available — the Certified Franchise Executive (CFE) designation. 

We belong to the International Franchise Association, Franchise Business Networks, National Restaurant Association, Capital Roundtable Association, Association of Capital Growth, and the Small Business Investor Alliance. Furthermore, we’ve been recognized by Entrepreneur magazine as one of the top suppliers for franchises. We’ll leverage our hands-on industry experience into recommendations and insights that will help you soar past the competition. Start transforming your organization today.

Our Offerings

What’s your strategy for profitability, growth, and sustainability? Do you have a plan to stand out from the competition? We can help with:

Audit and review

We’ll help ease the burden of complying with revenue recognition and lease accounting standards.
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Tax compliance and strategy

Our tax experts can help provide opportunities to reduce your tax burden and maximize your cash flow.
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Exit planning and transaction services

We can help establish the right exit strategy to increase your sale price and streamline the process.
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Cybersecurity and compliance

We’ll help protect your business from cyberattacks and avoid costly fines from PCI noncompliance.
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Outsourced accounting services

We can help streamline your finance and accounting operations, so you can focus on your business.
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Risk management

We’ll help you prepare for and respond to risks with internal controls, fraud monitoring, and more.
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Data strategy and management

We’ll help establish a data management strategy that provides insights for strategic decision-making.
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Employee benefits consulting

We assist with benefit plan design, ESOPs, pension plan settlement, disclosure matters, and more.
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Private equity

We advise over 900 private equity firms and provide services for every stage of your investment.
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Client Experience

We speak your language

We offer you a dynamic team that’s at the forefront of legal and regulatory issues, reporting requirements, and compliance. And, because we serve more than 180 franchise and multiunit clients, we have the breadth of expertise to analyze trends, forecast industry developments, and provide insights that will transform your operations. 

This philosophy is the cornerstone of our future-focused lens. Lisa Plonka, consumer goods and services practice leader says, “I love when we bring a new client on, and we get to experience our team through their eyes. They see quickly that we not only understand and offer recommendations for their pressing day-to-day challenges, but we also offer our vision for how they can thrive 10, 20, and 30 years down the road.”

What’s it like to work with us?

In this short video, Kevin Flattery, industry leader and partner, touches on our “one-firm firm” model and how it leads to better client service: “We’re going to bring the right individual, with the right experience, at the right time, and the right discipline to find a solution for our client.” Learn what this means to our clients, how we serve them throughout their entire life cycle, and why we consistently earn their trust.

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Our clients say

Since we began working with Plante Moran in 2019 our business has grown three times larger, and our team at Plante Moran has scaled with us through it all. We enjoy working with our team — they’ve been committed, reliable, and communicative. Their franchise industry expertise has been a great benefit to us; they understand the nuances of our business model and the industry. Since working with Plante Moran, they’ve been a one-stop shop for multiple service needs including tax, audit, and buy-side due diligence.

Nathan Jensen
CFO, Radiance Holdings
Beginning in 2014, Plante Moran differentiated themselves from other firms as a source of top-level expertise in many areas of our business including tax, audit, and franchising. Our experience with Plante Moran has been nothing but positive – they are great at listening and understanding our needs and providing the appropriate resources to go above and beyond. Not only is Plante Moran excellent at communicating with us to solve complex problems, but they also never fail to provide a personal touch that is needed in today’s industry. We have recommended Plante Moran in the past and intend to continue to in the future to all organizations with multifaceted franchising business needs.
Moe Shrikian
Vice President & General Counsel, Hungry Howie's Pizza & Subs, Inc.