Protect your organization from these 12 risk areas.

1. Dirty dozen
Protect your organization from these 12 risk areas.

2. It's natural to hope distress signals in
your business are a temporary blip,
but ignoring them won't help the
bottom line. The sooner you take
action, the better – and the following
financial and operations signs will help
you know when it's time.
2

3. Operations
Dirty Dozen
Know when it’s time to take action.
3

4. Operations
4

5. Operations
5

6. Operations
6

7. Financial
Dirty Dozen
Know when it’s time to take action.
7

8. Financial
8

9. Financial
9

10. Financial
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11. About Plante Moran
Plante Moran is among the nation’s largest business advisory and certified
public accounting firms.
We provide clients with business consulting; audit; tax; risk management; financial,
technology, and wealth management services.
Whether you have a single, specific need or require comprehensive services on a worldwide
scale, we have the knowledge, experience, and resources to meet your goals.
Our professionals specialize by industry. This means our clients benefit from the expertise and
advice of teams who know their specific challenges and how to combat them. We bring the full
resources of the firm to every client.
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12. Clients we serve
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Middle-market
companies
Family businesses
and family offices
Publicly traded
companies
Private equity
Nonprofit sectors Public sector Multinational
companies
Individuals

13. Firm capabilities
Audit
• Employee benefit plan audit
• Financial statement audit
• International audit
• SEC surprise audit
• Single audit
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Tax
• Business tax
• International tax
• Mergers & acquisitions tax
• Personal tax
• State & local tax
• Tax controversy
• Tax credits, incentives, &
deductions
• Transfer pricing
Consulting
• Business advisory
» Employee benefits consulting
» Finance & accounting solutions
» Real estate investment advisors*
» International
» Group benefits & brokerage services
• Commercial real estate advisors*
• Cybersecurity
• Risk management
» Business insurance claims
» Enterprise risk services
» Forensic accounting
» Litigation & economic damages
• Strategy & operations
» Costing & estimating solutions
» Merger & acquisition integration
» Restructuring & transformation
» Supply chain & operations
» Talent & organizational development
• Technology
» ERP consulting
» IT infrastructure services
» IT strategy
» Process consulting
» Project assurance
» Technology acquisition
» Technology assessments & planning
• Transaction services
» Due diligence
» Investment banking*
» Valuation
Wealth Management
• Institutional wealth management*
• Personal wealth management*
* These services are provided by Plante Moran
affiliates: Plante Moran Financial Advisors,
P&M Corporate Finance, Plante Moran Cresa,
and Plante Moran Real Estate Investment
Advisors

14. Your Restructuring & Transformation team.
Contact us to learn more and take action.
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Shawn Dubinsky
Associate
Shawn.Dubinsky@plantemoran.com
Sandor Jacobson
Principal
Sandor.Jacobson@plantemoran.com
Tim Weed
Partner
Tim.Weed@plantemoran.com
Sean Pattison
Principal
Sean.Pattison@plantemoran.com
Jason Winters
Principal
Jason.Winters@plantemoran.com
David Priestley
Principal
David.Priestley@plantemoran.com
James Pollock
Principal
James.Pollock@plantemoran.com
Clark Janisse
Associate
Clark.Janisse@plantemoran.com
Jeff Hurst
Associate
Jeff.Hurst@plantemoran.com