Wonder

Research Outline

Prepared for Dave M. | Delivered May 5, 2020

Plante Moran Client Perceptions

Goals

Gain information on how clients perceive public accounting firm Plante Moran, in order to prepare for a meeting regarding their marketing strategy.

Early Findings

Plante Moran serves primarily small to medium businesses, providing audit, tax, consulting, and wealth management services. 
They have offices in Colorado, Illinois, Michigan, Ohio, Shanghai, China, Mumbai, India, Tokyo, Japan, and Monterrey, Mexico.
While their US based clients are primarily based in the Midwest, they currently have clients in 49 US states, as well as internationally. 
They are well-received in the business world, earning a spot on Forbes Top Wealth Managers list.  
 Forbes notes their human touch and customized services sets them apart from 'robo-advisers'.
Another source shows the company received an average of 4.5 out of 5 stars by clients reviewing them.
Their average client balance is $5,964,775. 
An internal survey Plante Moran did of their clients showed that 91% of clients found them better than their competitors, and 98% would recommend them to others. 
 Industries represented on their website include construction, dealerships, education, energy, family office services, financial services, food & beverage, franchise, government, healthcare, insurance services, life sciences, manufacturing, not-for-profit, private equity, professional services, real estate, restaurants, retail, and technology. 