EKS&H

Name

EKS&H

Legal name

Plante & Moran, PLLC

Website

https://eksh.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Professional Services (Accounting, Tax, and Advisory)

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• Audit and assurance services
• Tax advisory services
• Management consulting services
• Wealth management advisory
• Business advisory services

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Revenue: Revenue generated from providing audit, tax, consulting, and wealth management services to clients. The firm operates as a public accounting and consulting firm with multiple service lines including AI consulting, cybersecurity, data and analytics, ERP consulting, finance and accounting advisory, investment banking, outsourced finance and accounting services, restructuring and turnaround services, risk management, strategy, supply chain and operations, technology consulting, transaction advisory services, valuation services, and wealth management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

EKS&H is a Colorado-based professional services firm providing four core service lines to organizations: Audit and Assurance (financial statement audits, employee benefit plan audits, international audits, single audits, SEC surprise audits), Tax (international tax, M&A tax, corporate tax, personal tax, state & local tax, tax controversy, credits/incentives, transfer pricing), Consulting (AI, cybersecurity, data & analytics, ERP, finance & accounting advisory, forensic accounting, risk management, strategy, supply chain, technology consulting, transaction advisory, valuation), and Wealth Management (business transition, estate planning, family office, financial planning, investment advisory, personal tax planning, trust).

Product overview

Plante Moran is a professional services firm offering a unified portfolio of four core service lines: Audit and Assurance, Tax, Consulting, and Wealth Management. The firm operates on a multi-service model where these core offerings are delivered through specialized sub-practices including AI Consulting, Cybersecurity, Data and Analytics, ERP Consulting, Risk Management, and Managed IT Services. The company serves diverse industries including technology, manufacturing, energy, real estate, healthcare, financial services, and professional services across 25 global office locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Audit and assurance services for organizations, including financial statement audits, employee benefit plan audits, international audits, SEC surprise audits, and single audits. Designed for businesses, not-for-profits, and benefit plans requiring independent assurance.
• Tax Tax advisory services for organizations and individuals, including international tax, M&A tax, national corporate tax, personal tax, state & local tax, tax controversy services, tax credits/incentives/deductions, and transfer pricing.
• Consulting Consulting services for organizations across AI consulting, cybersecurity, data and analytics, ERP consulting, finance & accounting advisory, forensic accounting, risk management, strategy, supply chain & operations, technology consulting, transaction advisory services, and valuation services.
• Wealth Management Wealth management services for high-net-worth individuals, families, and business owners, including business transition services, estate planning, family legacy, family office services, financial planning, insurance, investment advisory, personal tax planning, and trust.

Quantifiable outcome

• 95% client recommendation rate

Named customers2 records

Segments13 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Plante Moran: Plante Moran is the parent/merger partner firm operating the Colorado practice, providing audit, tax, consulting, and wealth management with 4,000+ staff and 25 locations — the most direct functional and structural peer.
• CliftonLarsonAllen (CLA): Top-10 US accounting and advisory firm with comparable mid-market focus, broad service portfolio (audit, tax, consulting, wealth), and similar multi-office regional model — directly competes for the same Colorado and Rocky Mountain clients.
• Moss Adams: Top-15 US CPA and business advisory firm with deep Western US presence, comparable industry verticals (manufacturing, healthcare, PE, technology), and similar audit-tax-consulting-wealth mix — strong direct competitor for Colorado mid-market.
• Wipfli: Top-20 US accounting and advisory firm with regional mid-market focus, similar service breadth, and active Rocky Mountain presence — comparable size and client profile.
• Forvis Mazars: Top-8 US accounting firm formed from BKD and Dixon Hughes Goodman merger, with comparable mid-market audit/tax/consulting model and similar industry specialization strategy (healthcare, manufacturing, PE).
• Baker Tilly US: Top-15 US advisory, tax, and assurance firm with comparable multi-service structure, PE and industry specializations, and similar mid-market enterprise client base.
• Crowe LLP: Top-10 US public accounting and consulting firm with comparable four-pillar service model and similar mid-market to enterprise client overlap in financial services, healthcare, and manufacturing.

Broad incumbents

• RSM US: Top-5 US audit, tax, and consulting firm and the leading mid-market professional services platform globally — broader scale than EKS&H but serves overlapping mid-market clients and competes for the same Colorado enterprise relationships.
• BDO USA: Top-5 global accounting network with extensive US footprint; provides the same audit-tax-consulting mix to mid-market clients with greater international reach — competes for larger Colorado-based multinational engagements.
• Grant Thornton US: Top-6 US audit, tax, and advisory firm with comparable mid-market focus and significant Denver/Rocky Mountain presence — direct overlap on regional clients but broader national and international capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/ekshlllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EKS&H