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Retail

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Our Expertise

From data security to site selection to tax minimization, we fully grasp the challenges and opportunities you encounter every day. Our customized, practical solutions can help you thrive in today’s rapidly evolving retail industry, despite constant change and fierce competition.

You’ll gain industry insights and best practices based on our broad and deep experience serving over 250 retail and hospitality clients. Their revenues range from $10 million to $1 billion, and they range in size from a single location to large multi-location, multi-state brands.

From proactive state and local tax consulting to IT infrastructure, strategy, and security to business analytics and benchmarking, we offer a range of services designed to help you face increased competition, grow your business, and meet your goals.

Stay informed on tax rates and policy changes
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Advance your position with the right strategy

More advance your position
Business professional using a tablet device.
November 04, 2021

Opportunity & risk scorecard: Find the gaps in your strategy

Don’t get caught unprepared. Download our interactive scorecard and assess key areas that’ll make — or break — your organization’s future. With your results on hand, you’ll receive practical advice for mitigating risk and maximizing opportunities.
Assessment / 1 min read
Business professionals meeting in a modern company cafe area.
March 29, 2022

SOX compliance: Challenges boil down to people, process, technology issues

Article / 4 min read
Business professional examining a paper document while also using their laptop computer.
September 29, 2021

Putting the enterprise into ERM: Manage risk, spur innovation, create value

Article / 3 min read
Diverse group of young professionals sitting on multi-colored cushions
November 08, 2021

10 surefire ways to attract, retain, and motivate talent

Article / 5 min read
Where are your biggest opportunities for strategic growth? Find out with our opportunity and risk scorecard.
Download Now

Insights

MORE INSIGHTS
Street view during the Fall.
May 30, 2023

Form 5500 filing requirements and instructions updated for 2023 plan years

The DOL, IRS, and PBGC released two rulemaking documents that make changes to Forms 5500 and 5500-SF, which go into effect for plan years beginning on or after Jan. 1, 2023. Here’s what you need to know. 
Article / 7 min read
Group of business professionals looking over graphs and documents about the Work Opportunity Tax Credit (WOTC).
May 08, 2023

Don't overlook the Work Opportunity Tax Credit (WOTC)

Article / 3 min read
Two business professionals sitting down and discussing covenant loan compliance.
April 25, 2023

Concerned about your organization's loan covenant compliance? Your bank is

Article / 4 min read
Consultant discussing 409A compliance with two people
April 24, 2023

409A compliance: Errors, penalties, & corrections

Article / 2 min read
You can’t avoid risk — so don’t. Learn how to risk the right way.
Lean into risk

Case Studies

SEE ALL CASE STUDIES
The KONG Company Long Beach Facility Exterior
October 06, 2022

Refinance or sale-leaseback? How KONG capitalized on an unexpected real estate opportunity

During the process of refinancing a commercial loan on its West Coast distribution facility, The KONG Company received two unsolicited offers to purchase the building. Plante Moran Real Estate Investment Advisors (REIA) helped KONG evaluate the best path forward for outstanding results.
Case Study / 2 min read
Photo of two business people working laptop together.
July 01, 2021

Midwest manufacturer uses data analytics to gain customer insights

A manufacturer with both consumer and professional customer segments, served through a direct sales model.
Case Study / 1 min read
Image of people meeting
April 23, 2017

PCI DSS compliance and testing

PCI DSS compliance helps company retain millions of dollars in business and attract new customers.
Case Study / 1 min read

Client Experience

Our Team

Our team is always looking for ways to bring value and help our retail clients thrive. Whether you’re entering new markets or transitioning to the next generation, our national practice can help you improve financial performance, optimize profits and service, and enhance operations.

In this rapidly evolving industry, we understand that your business strategy needs to evolve as well. We’re dedicated to presenting industry-shaping thought leadership and delivering insightful guidance to our retail clients based on their particular needs and aims. You can count on us to serve as your trusted advisor as you face challenges and explore new opportunities that lie ahead.

Our clients say

Plante Moran's staff has always been very helpful to us in many aspects of our business. From the partners down to first year CPA's, they answer our tax and business questions - or get the answer quickly. They are respectful and efficient. Plante Moran team members are much more than just tax preparers. They advise and inform their clients of changes in the tax law, and the effects of those changes on business decisions. I can always reach one of them by phone, email or fax. They offer free webinars and newsletters on current topics.

Hal Dittrich
CEO, EC Dittrich & Company Inc.
Lisa Plonka Lisa Plonka

Partner

586-416-4937

Photo of Joseph Oleksak Joe Oleksak

Partner

847-628-8860

MEET OUR TEAM