Strategic Alliances

We help bring our clients a continuity of outstanding service across the spectrum of their financial or legal needs through referrals to trusted strategic partners.


We’re the best at what we do, but we don’t do everything. That’s why when a client needs a referral we help her find the right banker, stock broker, lawyer, investment advisor or retirement plan consultant for her needs. Our strategic partnerships with an extensive network of trusted professionals help ensure that our clients see the best possible results across a range of services.


Our strategic partners include:



  • + Bankers
  • + Lawyers
  • + Stock Brokers
  • + Investment Advisors
  • + Retirement Plan Consultants

 

Plante-Moran Alliance™

Brown Kaplan + Liss is proud to belong to the Plante & Moran (P&M) Alliance – a group of independent accounting and professional service firms dedicated to helping member firms better serve their clients through group synergies and by accessing the resources, expertise, and select services and solutions of one of the largest accounting and consulting firms in the United States.

Services & Solutions
Access to Plante & Moran services allows us to deliver additional value to our clients

Technical & Regulatory Updates
We’re current with changing requirements

Enhanced Global Reach
We have access to fellow P&M Alliance members in China, Japan, and Mexico to better serve internationally active clients.