Louis Plung

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Request For Proposal

Wholesale distribution is an industry that adapts to change like no other. From developing and perfecting supply chain management, to integrating technology into smart, efficient customer-oriented functions, such as billing and inventory control, wholesalers are frequently looking at ways to improve their business model. Working with such a dynamic industry requires in-depth knowledge specific to the challenges and opportunities that wholesale business owners face.

Some of our longest client relationships are with family-owned wholesale d, istributors who have been with us for decades. We provide a comprehensive, one-stop service model for tax planning and preparation, audit and risk assurance, and complex transactional work. The deep relationships and specialized industry knowledge allow us to meet clients’ current needs, and anticipate and plan for future needs as well.

Industry-specific expertise:

  • Employee benefit plan audits
  • Reducing shrinkage costs by instituting stronger internal controls procedures
  • Maximizing gross profits by analyzing pricing structures
  • Applying tax credits and deductions such as the sales and use tax, to minimize tax liability
  • Cost segregation studies to maximize depreciation deductions

We are also able to assist with mergers & acquisitions, entity structure, succession planning, establishing internal controls and procedures, compensation planning, employee benefit plan audits, and putting processes in place to safeguard against fraud.

Client Snapshot

Our typical wholesale distributor client is based in Pennsylvania, and has operations in at least two or three locations state-wide and elsewhere. Clients distribute a wide variety of goods and services, including tobacco products, snacks, and candy, as well as dairy products. Most clients are family-owned or a closely-held partnership, and have been in business for several decades, having started out as small, one- or two-person businesses. We have been fortunate to watch the businesses grow, as well as seeing younger generations of the family assume leadership and ownership roles.

Specialists

 
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Our professionals who specialize in Wholesale Distribution are:

 
Lora Ament

Lora Bahrey-Ament

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Richard Fischer

Richard Fischer

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Howard Plung

Howard Plung

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Louis B. Plung

Louis Plung

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Connie Wan

Connie Wan

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Joseph C. Zovko

Joseph Zovko

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