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Financial Advisory Services

Helping you chart the right course.

Organizations often face demanding financial decisions and situations requiring expertise that's outside the realm of their internal resources – resources that may already be stretched thin.

Maybe you're acquiring a target or integrating an acquisition, thinking of going public, facing a lawsuit, or restructuring to better position your organization for changing market conditions. Perhaps you need financial reporting or process improvement help or access to more of your cash to help grow the business.

Our Financial Advisory Services professionals deliver the specialized, objective financial advice you need to clearly understand your options, opportunities and exposures.

Insights / Capabilities / Team

Featured Insights

INSIGHT ARTICLE

2016 Global Corruption Law Compliance Survey

RSM recently gathered feedback from leading middle-market executives as part of its 2016 Global Corruption Law Compliance Survey.

  • Joseph Decilveo, John Rollins
Steps to help prevent and mitigate occupational fraud

WHITE PAPER

Steps to help prevent and mitigate occupational fraud

Learn four quick steps you can take in an effort to reduce and mitigate occupational fraud in your organization.

  • Patrick Chylinski

Most Recent Insights

INSIGHT ARTICLE

How ISO 37001 certification can help reduce internal corruption risks

Learn how ISO 37001 can provide practical anti-bribery approaches for middle market companies to reduce internal corruption risks.

  • Greg Naviloff
  • |
  • March 21, 2017
Valuation needs in the life sciences industry are anything but generic

CASE STUDY

Valuation needs in the life sciences industry are anything but generic

This case study focuses on the importance of a deep understanding in life sciences company valuations. Learn more.

  • Christopher LaDue, Michael Taglieri, Ron Nahaas
  • |
  • March 09, 2017
Locking in value

INSIGHT ARTICLE

Locking in value

Learn how private equity firms can employ valuation processes to meet both the needs of their investors and the regulators.

  • February 27, 2017

WHITE PAPER

Valuing management incentive units

Understand why a valuation should be performed when management incentive units are issued, modified or when there is a change in ownership.

  • February 02, 2017

COMPLIANCE NEWS

FinCEN issues advisory and FAQs related to cyber-events

FinCEN issues advisory to help financial institutions understand BSA reporting obligations of cyber-events.

  • January 23, 2017

ARTICLE

Addressing environmental liabilities during bankruptcy

Environmental liabilities can be a significant contingent liability in a bankruptcy proceeding. Learn the sources of these liabilities.

  • Boris Steffen
  • |
  • December 15, 2016

INSIGHT ARTICLE

How to transfer carried interest

When it comes to estate planning, GPs would be wise to consider gifting the ownership of carried interest, and getting it properly valued.

  • Lindsay Hill
  • |
  • December 12, 2016

INSIGHT ARTICLE

Workplace fraud: Categories, threats and key steps to reduce risk

Learn the categories of workplace fraud and five quick steps to reduce the potential harm of fraudulent activity to your organizations.

  • John Rollins
  • |
  • November 23, 2016

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or


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Events/Webcasts

RECORDED WEBCAST

How can private equity find value in a difficult energy market?

  • March 10, 2016

RECORDED WEBCAST

Litigation in the transaction setting

  • June 03, 2014

RECORDED WEBCAST

Detecting fraud in consumer products companies

  • January 22, 2014

RECORDED WEBCAST

Pre IPO Tax planning considerations

  • October 05, 2011