Strong Market Presence With over 3,800 professionals across 23 locations and revenue between 1 billion and 10 billion dollars, Plante Moran demonstrates significant market reach and financial stability, indicating potential for expanding service offerings and strategic partnerships.

Industry Recognition Recent awards and recognitions, including top workplace status and awards in accounting and wealth management, enhance the firm's reputation. This positive positioning creates opportunities for introducing innovative solutions to maintain or strengthen these accolades.

Leadership Expansion The appointment of a new chief financial officer in 2025 signals a focus on leadership and strategic growth. Engaging with executive decision-makers could facilitate tailored solutions that align with their expansion and operational priorities.

Technology Adoption Utilization of advanced tech tools such as Microsoft Azure, Hugging Face, and Sitecore indicates openness to innovative technology solutions. There is potential to offer tailored digital transformation, automation, and data analytics services.

Targeted Service Areas Recognized as a top provider in forensic accounting, wealth management, and transfer pricing, Plante Moran's diverse service portfolio suggests opportunities to cross-sell consulting, risk management, and industry-specific advisory services to deepen client relationships.