Audit and assurance
Independent audits and internal control testing to support financial transparency, regulatory compliance and stakeholder reporting for senior living and institutional clients.
Ask about this →PM
Plante Moran
U.S.-based professional services firm helping organizations improve performance with audit, tax, consulting and wealth management.
Helps buyers manage financial reporting, regulatory compliance and strategic advisory needs while overseeing more than $1B in assets under advisement.
- Engagement models
- Project, Outsourced team
- Team size
- More than 200
- Founded
- 1924
- Languages
- English
- Works in
- United States
- Ideal client stage
- Established business, Enterprise
- Ideal client size
- Any company size
Services
What you can hire Plante Moran for
Tax advisory and compliance
Tax planning, compliance and controversy support aligned with complex real estate transactions and public-private partnership structures.
Ask about this →Management and strategy consulting
Strategic advice on finance, FP&A, technology, AI adoption, M&A and people to align operations with large-scale development and growth objectives.
Ask about this →Wealth management and family office services
Investment planning, fiduciary advice and family office services with oversight experience supported by $1B+ in assets under advisement (PMRIA).
Ask about this →Commercial real estate advisory (Plante Moran Realpoint)
Market research, deal structuring and transaction due diligence for millions of square feet of commercial real estate and development projects.
Ask about this →Real estate investment advisory / asset management
Investment strategy, portfolio management and asset-level oversight across asset types, backed by $1B+ in transactions and assets under advisement.
Ask about this →Senior living development & operations consulting (Living Forward)
End-to-end development oversight and operations consulting for senior living providers, leveraging 1,200+ client relationships and extensive construction oversight.
Ask about this →Outsourced finance & accounting services
Day-to-day finance, accounting and FP&A outsourcing to support organizations managing complex transactions and development programs.
Ask about this →Fit
Is Plante Moran right for you?
A good fit if you are
- An established business or an enterprise, of any size
- In aerospace and defense, automotive, business services, construction, consumer goods, dealerships, education or energy
- Based in the United States
How they engage
- Project
- A defined scope with one outcome.
- Outsourced team
- The firm's people run delivery alongside yours.
Proof points
Active construction program oversight
Oversaw more than $8.5 billion in active construction programs.
Case study on plantemoran.com ↗Real estate transactions
Advised on millions of square feet in real estate transactions.
Case study on plantemoran.com ↗Public‑private partnership & large‑scale development projects
Advised on over $7 billion of public-private partnership and large-scale development projects.
Case study on plantemoran.com ↗Assets under advisement (PMRIA)
Managed more than $1 billion in assets under advisement as of Dec. 31, 2025.
Case study on plantemoran.com ↗Transactions across asset types (PMRIA)
Completed over $1 billion in transactions across asset types through PMRIA and affiliates.
Case study on plantemoran.com ↗Senior living client reach
Served more than 1,200 clients across the senior living and care continuum.
Case study on plantemoran.com ↗About Plante Moran
Active oversight of large, complex development programs defines Plante Moran's strength. Buyers hire the firm to resolve construction, transaction and operational complexity in senior living and institutional real estate by combining financial, technical and project governance expertise. Proof includes $8.5B+ in active construction program oversight and a client reach of 1,200+ across the senior living and care continuum.
Industries served
All sources checked 2 Oct 2026.
Questions and answers
How do I contact Plante Moran?
Use Contact Plante Moran on this page and describe what you need. Haycion passes your request to Plante Moran, and they reply to the email you give.
Have a project for Plante Moran?
Send them a request. They reply by email.
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