{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/plantemoran-com","markdownUrl":"https://haycion.com/advisors/plantemoran-com.md","jsonUrl":"https://haycion.com/advisors/plantemoran-com.json","name":"Plante Moran","headline":"U.S.-based professional services firm helping organizations improve performance with audit, tax, consulting and wealth management.","firmType":"Advisory firm","website":"https://www.plantemoran.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T16:04:00.079Z","extractedAt":"2026-10-02T02:19:07.198Z","dateLine":{"kind":"checked","date":"2026-10-02T02:19:07.198Z"},"about":"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.","intro":"Helps buyers manage financial reporting, regulatory compliance and strategic advisory needs while overseeing more than $1B in assets under advisement.","titlePhrase":"Senior Living Real Estate Advisory Firm","agentUrl":"https://nowen.ai/agents/plantemoran-com","contactUrl":"https://haycion.com/advisors/plantemoran-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/plantemoran-com","label":"Send Plante Moran a request on Boon","sub":"Boon forwards it to Plante Moran and invites them to reply."},"facts":[{"label":"Engagement models","value":"Project, Outsourced team"},{"label":"Team size","value":"More than 200"},{"label":"Founded","value":"1924"},{"label":"Languages","value":"English"},{"label":"Works in","value":"United States"}],"idealClient":{"stages":["Established business","Enterprise"],"sizes":["Any company size"]},"fit":{"goodFit":["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"],"engagement":[{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Outsourced team","definition":"The firm's people run delivery alongside yours."}]},"specialisms":[{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"ai-adoption","label":"AI adoption","hubUrl":"https://haycion.com/advisors/specialism/ai-adoption"},{"slug":"m-and-a-advisory","label":"M&A advisory","hubUrl":"https://haycion.com/advisors/specialism/m-and-a-advisory"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"}],"services":[{"name":"Audit and assurance","description":"Independent audits and internal control testing to support financial transparency, regulatory compliance and stakeholder reporting for senior living and institutional clients."},{"name":"Tax advisory and compliance","description":"Tax planning, compliance and controversy support aligned with complex real estate transactions and public-private partnership structures."},{"name":"Management and strategy consulting","description":"Strategic advice on finance, FP&A, technology, AI adoption, M&A and people to align operations with large-scale development and growth objectives."},{"name":"Wealth management and family office services","description":"Investment planning, fiduciary advice and family office services with oversight experience supported by $1B+ in assets under advisement (PMRIA)."},{"name":"Commercial real estate advisory (Plante Moran Realpoint)","description":"Market research, deal structuring and transaction due diligence for millions of square feet of commercial real estate and development projects."},{"name":"Real estate investment advisory / asset management","description":"Investment strategy, portfolio management and asset-level oversight across asset types, backed by $1B+ in transactions and assets under advisement."},{"name":"Senior living development & operations consulting (Living Forward)","description":"End-to-end development oversight and operations consulting for senior living providers, leveraging 1,200+ client relationships and extensive construction oversight."},{"name":"Outsourced finance & accounting services","description":"Day-to-day finance, accounting and FP&A outsourcing to support organizations managing complex transactions and development programs."}],"proofPoints":[{"title":"Active construction program oversight","url":"https://www.plantemoran.com/services/consulting/commercial-real-estate-advisors","metric":"$8.5B+ in active construction program oversight","summary":"Oversaw more than $8.5 billion in active construction programs."},{"title":"Real estate transactions","url":"https://www.plantemoran.com/services/consulting/commercial-real-estate-advisors","metric":"Millions of square feet in real estate transactions","summary":"Advised on millions of square feet in real estate transactions."},{"title":"Public‑private partnership & large‑scale development projects","url":"https://www.plantemoran.com/services/consulting/commercial-real-estate-advisors","metric":"$7B+ of public-private partnership & large-scale development projects","summary":"Advised on over $7 billion of public-private partnership and large-scale development projects."},{"title":"Assets under advisement (PMRIA)","url":"https://www.plantemoran.com/services/consulting/real-estate-investment-advisors","metric":"$1B+ in assets under advisement (as of Dec. 31, 2025)","summary":"Managed more than $1 billion in assets under advisement as of Dec. 31, 2025."},{"title":"Transactions across asset types (PMRIA)","url":"https://www.plantemoran.com/services/consulting/real-estate-investment-advisors","metric":"$1B+ in transactions across asset types (through PMRIA and related affiliates)","summary":"Completed over $1 billion in transactions across asset types through PMRIA and affiliates."},{"title":"Senior living client reach","url":"https://www.plantemoran.com/services/consulting/senior-living-development-consulting","metric":"1,200+ Plante Moran clients across the senior living & care continuum","summary":"Served more than 1,200 clients across the senior living and care continuum."}],"industries":[{"slug":"aerospace-and-defense","label":"Aerospace and Defense","hubUrl":"https://haycion.com/advisors/industry/aerospace-and-defense"},{"slug":"automotive","label":"Automotive","hubUrl":"https://haycion.com/advisors/industry/automotive"},{"slug":"business-services","label":"Business Services","hubUrl":"https://haycion.com/advisors/industry/business-services"},{"slug":"construction","label":"Construction","hubUrl":"https://haycion.com/advisors/industry/construction"},{"slug":"consumer-goods","label":"Consumer Goods","hubUrl":"https://haycion.com/advisors/industry/consumer-goods"},{"slug":"dealerships","label":"Dealerships","hubUrl":"https://haycion.com/advisors/industry/dealerships"},{"slug":"education","label":"Education","hubUrl":"https://haycion.com/advisors/industry/education"},{"slug":"energy","label":"Energy","hubUrl":"https://haycion.com/advisors/industry/energy"}],"notableClients":["Graceworks Lutheran Services","Moorings Park Communities","Clark-Lindsey Village","Little Sisters of the Poor","Clark Retirement Community","Madonna Manor"],"certifications":[],"faq":[]}