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.

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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Group of business professionals discussing the ERC.

Thursday, Sept. 28, 2023

IRS pauses ERC claims: What taxpayers should know

The IRS paused the processing of new ERC claims and announced new processes and updated FAQs. Wondering what this means for you? Our legislative professionals discuss these latest developments in our webinar.

Webinar / 45 min 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

IRS halts processing of new ERC claims; new processes to be implemented

Article / 9 min read

Business professionals in a modern conference room discussing the employee retention credit.

IRS clarifies that most supply chain disruptions won’t qualify a business for ERC

Article / 4 min read

Business professional learning how to implement the CECL accounting standard.

Implementing the CECL accounting standard for nonfinancial institutions

Webinar / 1 hour watch

View of U.S. government building at night.

Section 174: IRS issues interim guidance on the treatment of research costs

Article / 8 min read

Business professionals in a modern conference room discussing a pass-through entity tax.

Indiana pass-through entity tax retroactive to 2022

Article / 4 min read

Business professional waling down concrete steps while checking their cell phone.

Almost too good to be true: The Section 1202 qualified small business stock gain exclusion

Article / 8 min read

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Case Studies

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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

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 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.