Plante Moran

Plante Moran is a certified public accounting and business advisory firm offering audit and assurance, tax, consulting, and wealth management. Its work is organized around industry practices, and the service list includes commercial real estate advisors and real estate investment advisors under the Realpoint name, plus senior living development consulting under Living Forward.

On the audit side the firm offers financial statement audits, employee benefit plan audits, and IFRS work, with partners and senior staff leading each engagement from kickoff to close and AI-assisted software used for risk identification, sample testing, and contract review. Tax services cover national corporate tax, mergers and acquisition tax, tax controversy, and tax credits, incentives, and deductions. Consulting spans transaction advisory, restructuring and turnaround, outsourced finance and accounting, technology, and supply chain and operations, with investment banking through PMCF.

The firm publishes scale figures by industry group: more than 600 banks, credit unions, insurers, investment funds, broker-dealers, mortgage banks, and specialty finance clients served by over 200 dedicated financial services specialists; more than 1,300 professional services clients globally; and more than 200 insurance clients served by over 80 insurance professionals. It says it has more than 100 years of experience and was named a Representative Vendor in the 2024 Gartner Market Guide for External Audit Services.

Fees are not published. The site routes buyers to a contact form or an RFP submission, so scope and pricing are set in a conversation. Ask to be pointed at the real estate group specifically; the crawled pages describe the firm's industry practices broadly rather than a real estate fee structure.