Plante Moran

Firm Overview:

Plante Moran is among the largest accounting, tax, consulting and wealth management firms in the country, providing personal attention and local service with global capabilities to meet your needs at home or around the world. We’ve also been recognized by Fortune magazine for 21 consecutive years as one of the nation’s 100 Best Companies to Work For, which ensures you will be served by highly-engaged professionals that truly enjoy what they do.

Services and/or Products:

Plante Moran primarily serves middle-market companies with a specialization in the following industries: manufacturing and distribution, service, real estate and construction, financial institutions, healthcare, government and education, and not-for-profit. Our core services include local, state and international tax, audit and review, benefit plan audit, valuation, internal audit, forecasts and projections, and much more.

Plante Moran also offers numerous consulting services in the areas of operational and process improvement; human capital, including family business services; transactions, including acquisitions and due diligence; technology; cyber security assessments; and strategic and global strategies. We have multilingual experts at home and abroad — including firm-owned offices in China, India, Japan and Mexico.

In addition, we offer comprehensive wealth management services including investment advisory, tax, trust management, insurance and real estate management services for high-net-worth individuals and families. Currently Plante Moran has over $14.3 billion in assets under management.

Plante Moran has a number of publications and webinars designed to give you an edge over your competition, visit our website.

Past/Current Involvement with the Goering Center:

Plante Moran partners and staff have been involved with the Goering Center since its inception, having attended numerous Goering Center programs and events. Additionally, we have worked with a number of our clients who have benefitted from the Goering Center's Next Generation Institute and Leadership Development Institute.

Special Offer(s) for Goering Center Core Members:

Plante Moran experts welcome the opportunity to provide half-day initial consultations free of any charge or obligation to Goering Center Core Members, including the review of prior year tax returns or financial statements.

We can also provide you with our “Personal Balance Sheet” Tool Kit to help you start a comprehensive review of your financial independence.

Contact Information:

Primary Individual Contact:

Blake Roe
blake.roe@plantemoran.com
513-744-4749
537 E. Pete Rose Way, Suite 200
Cincinnati, OH 45202
plantemoran.com
Year Company/Firm Founded: 1924