Retail

Our Expertise

From retail data protection, cybersecurity, and IT consulting, to e-commerce sales tax solutions, capital planning, inventory management, and site selection, we’re retail industry experts who fully grasp the challenges and opportunities you encounter every day.

Whether your goal is attracting outside investment, optimizing operations, or improving your financial performance, our customized retail consulting solutions will help you manage growth and thrive in today’s rapidly evolving environment. You’ll gain insights and best practices based on our broad and deep retail industry experience serving over 250 brick-and-mortar and e-commerce clients.

Whether you operate a single store or a multilocation, multistate brand, we have the retail consulting expertise to move you forward.

Discover strategies to manage trade & tariff impacts

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Our Offerings

Our comprehensive retail services industry offerings include:

Audit and review

We help you stay compliant with the latest revenue recognition and lease accounting standards.

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Tax strategy and compliance

We help you navigate e-commerce issues and benefit from tax credits, incentives, and deductions.

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Real estate advisory

We provide retail site selection, construction advisory, and lease portfolio management services.

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Technology strategy

We assess your IT infrastructure and enhance your e-commerce strategy.

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Cybersecurity and data protection

We’ll help with PCI compliance, protecting customer data, and defending against cyberattacks.

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Risk management

We review your strategic plan and internal controls, monitor fraud, and help manage enterprise risk.

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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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Exit planning and transaction services

Our transaction consulting and due diligence advisors help unlock the full value of your deal.

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Outsourced accounting

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

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Upcoming Events & Webinars

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Tuesday, June 10, 2025

Holding it together: Owning Section 1202 stock through pass-through entities

Pass-through entities must meet specific requirements to qualify for a Section 1202 gain exclusion. It’s crucial to fully understand these requirements to maximize the benefits. Join our specialists in this webinar to hear all the details and actual case examples.

Webinar / 1 hour watch

Thursday, Aug. 7, 2025

Buy- and sell-side transaction considerations for state and local tax

State and local taxes are often overlooked during a transaction, creating risk for buyers and sellers. Join our webinar to learn how these tax rules affect transactions and how to potentially mitigate tax risk on the buy and sell side.

Webinar / 1 hour watch

Risk management strategies for growth and innovation

More Strategies

Business professionals meeting around a table discussing risk, opportunity, and growth.

March 15, 2023

Ready to tackle supply chain risk? Start with our supplier risk assessment guide

Assessment / 1 min read

Insights

More Insights

ominous scene of man silhouette of walking toward a sunset

Tax treatment of tenant improvements: Who should make them — landlord or tenant?

Article / 4 min read

Aerial view of Washington D.C. during the day.

House Ways and Means advances Trump tax package

Article / 37 min read

Tax policy perspectives: May 2025

Article / 14 min read

A business professional pointing at a computer monitor screen.

Change management strategies for successful transformation

Article / 4 min read

Close up view of a building with intricate architecture

Keep the good tax planning rolling: Section 1045 rollover of QSBS

Article / 8 min read

Group of business professionals discussing segregation of duties.

SOD matrix for risk management

Article / 2 min read

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Case Studies

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Interior photo of one of Carhartt's stores with Carhartt apparel on the shelves

June 06, 2024

Carhartt: The story behind overall dependability

For 135 years, Carhartt has made high-quality, durable clothing for hardworking people everywhere. And just as they rely on Carhartt’s dependable workwear, Carhartt counts on us for dependable compliance and consulting services. Here’s their story.

Case Study / 3 min watch

Business professionals having a meeting together while looking at a laptop computer screen

May 16, 2024

Gorilla Glue enhances decision-making with cost and margin intelligence

Gorilla Glue needed to establish and integrate best-in-class standard costing and cost-to-serve metrics in a new ERP system. Plante Moran answered their call for guidance.

Case Study / 2 min read

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 Realpoint (PMR) helped KONG evaluate the best path forward for outstanding results.

Case Study / 2 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 your retail business to the next generation, our national practice can help improve financial performance, optimize profits and service, and enhance your operations.

In the rapidly evolving retail industry, we understand your business strategy needs to evolve as well. To help keep you on the leading edge, we’re dedicated to presenting thought leadership on the latest industry trends and delivering insightful guidance based on your needs and goals. You can count on us to serve as your trusted advisor as you face challenges and explore new opportunities that lie ahead.

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

Plante Moran’s staff have been helpful in many aspects of our business. From the partners down to first-year CPAs, they’re respectful, efficient, and always available to answer our tax and business questions quickly. Plante Moran team members are much more than just tax preparers. They advise us of changes in the tax regulations and the potential impact on our business decisions, and keep us up to date with complimentary webinars and newsletters on current topics.

Hal Dittrich

CEO, EC Dittrich & Company Inc.