Physician Practice

Medical Practices

Managing change, no matter what’s next

In healthcare today, change is happening at unprecedented speeds. Keeping up with industry trends and the complexities of tax planning, regulatory, and reimbursement environments is challenging enough, but on top of that, your organization still must consider infrastructure, maximizing revenue capture, and managing risk. That’s where we come in.

Our medical practices team has the expertise to provide comprehensive audit, tax, consulting, and wealth management services for medical practices that meet the unique needs of your organization.

Whether you’re a private equity firm searching for comprehensive transaction advisory, integration, and strategy and operations consulting, or a specialty medical practice that’s growing, considering an exit, or in need of a next-level service provider, we can serve as your trusted advisor. If a transaction is on your horizon, we bring real-world experience to help you. We partner with clients on over 400 transactions annually, providing due diligence, entity structure guidance, tax planning, pre- and post-integration services, and developing long-term relationships following the transaction.

We’ve served medical providers for over 60 years, including dental, veterinarian, gastro, dermatology, behavioral, and other related practices. Many of our 200-plus specialists have firsthand industry experience as well as specialized expertise and hold prestigious industry certifications. Having provided services in 42 states, our practice is truly national in scope. We’re actively involved in many national and state industry associations, ensuring you have the benefit of timely advice, peer insights, and access to trending topics.

Your medical practice has unique needs to keep up with a changing industry, and our experts are ready to help.

Solutions to address your challenges today and meet your goals tomorrow.


The right partner to guide you through change

Our physician practices clients see us as a trusted advisor. We work with them — not for them — to adapt and transform in many rapidly evolving environments.

Working with our team means a personal touch to each engagement. We’ll deliver meaningful insights and services that keep your business and goals as the highest priorities.

We’ll work with you to enact meaningful change with real results.

Katie Camacho
Chief Operating Officer, EPIC4 Specialty Partners

At EPIC4, we believe collaboration fuels success — elevating patient care, optimizing efficiency, and creating better balance for orthodontic and pediatric teams nationwide. When we partnered with Plante Moran, we weren’t just looking for an auditor — we were looking for a team that gets it.

Plante Moran delivers next-level expertise in tax, data consulting, and operations, cutting through complexity and saving us time, money, and administrative headaches. But what truly sets them apart is their genuine investment in our success. With Plante Moran, we’re not just another client — we’re a valued partner.

If you’re looking for a smart, strategic, and trusted firm that delivers results, we can’t recommend them enough.