Health Tech

Our Expertise

We focus on you, so you can focus on your business

Facing a competitive and ever-changing environment, successful health tech companies need to react quickly to emerging challenges and opportunities. As you focus on growing your business and developing new products, you need a partner that can provide sound strategies and help you manage every risk.

With more than 600 technology clients focused on digital health, telemedicine, Software as a Service (SaaS), and health information technology, our team of audit, tax, and consulting professionals has worked with health tech companies through all stages of growth. Whether you’re approaching a complex investment stage or liquidity environment, reinventing your business, or simply preparing for unforeseen opportunities, we can help.

We’re actively involved in numerous private equity and industry associations, including the American Health Care Association, Association for Corporate Growth, and the National Venture Capital Association, ensuring you benefit from timely advice and peer insights. With over 500 private equity clients and an expansive network among private equity funds, investment banks, lenders, and other key advisory resources, we’re positioned to help you navigate unpredictable market and industry dynamics.

A full suite of services

You need a partner that can provide more than audit and tax services. We have the breadth of talent needed to help you today: from risk and accounting advisory support, to state and local tax, research and development expertise, due diligence, valuation, wealth management, or IT support — and the list goes on. We’ll help you with:
Acquisition due diligence

Are you looking to grow with an acquisition? We’ll help you understand every aspect of your target so you can make the best decision possible. Our experts will take you every step of the way — from due diligence and valuation to post-acquisition platform integration and accounting support — maximizing anticipated synergies and economies of scale. As your single source for transaction management and post-close integration, we’ll ensure you have the insight and details you need to unlock the full value of your deal by integrating strategic, operational, cultural, and financial considerations.


Does your current auditor have the experience to help manage your most challenging accounting scenarios while minimizing risk? Our comprehensive audit and assurance services include financial, transactions, public offerings, private placements, and SEC reporting. We’ll be the “guide at your side” as you implement standards and accounting policies that balance risk, value, and cost.


How well are your critical assets protected from emerging cybersecurity threats? We’ll help you assess your risk and mitigate exposure to and impact of attacks. Our security methodology addresses the full spectrum including risk and vulnerability assessments, SOC services, penetration testing, prevention, recovery, and development of response procedures and security policies. With many of the industry’s most highly regarded qualifications, including Certified Ethical Hacker (CEH), Certified Risk and Information Systems Control (CRISC), and Certified Information Security Manager (CISM), we’ll ensure the latest cybersecurity best practices are in place at your organization.

Investment banking

Are you about to raise capital or begin merger or acquisition discussions? PMCF brings healthcare and investment banking experience together to ensure you meet your transaction objective. Whether you need a strategic assessment of your transaction alternatives or a roadmap to maximize an optimal outcome, our research, industry relationships, and proprietary healthcare consulting services are unparalleled in the industry.

Outsourced accounting services

Is your back-office staff overwhelmed? Our team can take daily finance and accounting functions off your plate, assume a CFO-level role if necessary, and provide insight and guidance as your trusted advisor. Our tailored support lets us grow with your organization, helping you make informed finance and accounting decisions as you build a successful business.

Risk management
Do you have a proactive risk management plan? We’ll help you manage the daily risks that impact your organization. Whether you need help assessing your processes and internal controls, improving your reporting model, SOX compliance, or preparing for an IPO, our risk advisory team will help you avoid critical disruptions.
Succession planning & transaction services
Are you considering the sale of your company? We ensure your tax, financial, and IT activities are positioned to help bring maximum value. We have industry-specific expertise in sell-side due diligence, EBITDA maximization, valuation, pre- and post-acquisition integration, divestitures, and carve-outs. And to help bridge the business with the personal, Plante Moran Financial Advisors’ team of wealth management advisors, estate planning experts, and tax consultants can help you develop a personal financial strategy that helps bring maximum results for your business and family.
Is your tax position optimized for today’s needs and ready for tomorrow’s opportunities? Our team covers every area of taxation, including risk and liability assessments, state and local nexus assessments, international regulations, R&D tax credit studies, and preparation for liquidity events.

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Client Experience

Peace of mind in times of constant change

When you hire Plante Moran, you don’t get just one person or team. We bring all the intellectual capital and strength of the entire firm to each relationship. “Clients describe our relationship team as the ‘quarterback’ who can pass the ball to the right firm expert and help with any issue,” says Dana Coomes, our health tech leader. “Whether it’s a SALT expert, an R&D expert, or a due diligence or valuation team member — whatever issue you face, we have the expertise to help.” We’re proud to have one of the lowest staff turnover rates in the industry, ensuring the continuity of your Plante Moran delivery team for years to come.

Our experts can help you grow, improve profitability, and stay relevant in the rapidly evolving global healthcare environment. Let’s start a conversation.

Our clients say

With Plante Moran, we had a level of personalized service and attention that we probably wouldn’t have received from other firms. The team was incredibly responsive and worked all hours to get us the materials we needed, when we needed them. I wouldn’t have expected that level of dedication from other firms. We really felt that we had the full attention of the team, all the time, and we could rely on and trust them. We could not have completed our merger without the Plante Moran team.

Martin Beck
Chief Financial Officer, UpHealth