Retail

Our Expertise

From retail data protection, cybersecurity, and IT consulting, to e-commerce sales tax solutions, capital planning, inventory management, and site selection, we’re retail industry experts who fully grasp the challenges and opportunities you encounter every day.

Whether your goal is attracting outside investment, optimizing operations, or improving your financial performance, our customized retail consulting solutions will help you manage growth and thrive in today’s rapidly evolving environment. You’ll gain insights and best practices based on our broad and deep retail industry experience serving over 250 brick-and-mortar and e-commerce clients.

Whether you operate a single store or a multilocation, multistate brand, we have the retail consulting expertise to move you forward.


Our Offerings

Our comprehensive retail services industry offerings include:

Audit and review

We help you stay compliant with the latest revenue recognition and lease accounting standards.
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Tax strategy and compliance

We help you navigate e-commerce issues and benefit from tax credits, incentives, and deductions.
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Real estate advisory

We provide retail site selection, construction advisory, and lease portfolio management services.
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Technology strategy

We assess your IT infrastructure and enhance your e-commerce strategy.
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Cybersecurity and data protection

We’ll help with PCI compliance, protecting customer data, and defending against cyberattacks.
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Risk management

We review your strategic plan and internal controls, monitor fraud, and help manage enterprise risk.
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Employee benefits consulting

We assist with benefit plan design, ESOPs, pension plan settlement, disclosure matters, and more.
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Exit planning and transaction services

Our transaction consulting and due diligence advisors help unlock the full value of your deal.
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Outsourced accounting

We can help streamline your finance and accounting operations so you can focus on your business.
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Insights

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Client Experience

Our Team

Our team is always looking for ways to bring value and help our retail clients thrive. Whether you’re entering new markets or transitioning your retail business to the next generation, our national practice can help improve financial performance, optimize profits and service, and enhance your operations.

In the rapidly evolving retail industry, we understand your business strategy needs to evolve as well. To help keep you on the leading edge, we’re dedicated to presenting thought leadership on the latest industry trends and delivering insightful guidance based on your needs and goals. You can count on us to serve as your trusted advisor as you face challenges and explore new opportunities that lie ahead.

What’s it like to work with us?

In this short video, Kevin Flattery, industry leader and partner, touches on our "one-firm firm" model and how it leads to better client service: "We’re going to bring the right individual, with the right experience, at the right time, and the right discipline to find a solution for our client." Learn what this means to our clients, how we serve them throughout their entire life cycle, and why we consistently earn their trust.

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Our clients say

Plante Moran’s staff have been helpful in many aspects of our business. From the partners down to first-year CPAs, they’re respectful, efficient, and always available to answer our tax and business questions quickly. Plante Moran team members are much more than just tax preparers. They advise us of changes in the tax regulations and the potential impact on our business decisions, and keep us up to date with complimentary webinars and newsletters on current topics.

Hal Dittrich
CEO, EC Dittrich & Company Inc.