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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

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

INSIGHT ARTICLE

Olympic lessons and strategies to protect against fraud and corruption

What are the similarities between the preparation and diligence of a professional athlete and an organization protecting itself from fraud?

  • John Tira
  • |
  • November 21, 2016

INSIGHT ARTICLE

Report indicates critical investment needed for rural rental housing

USDA Rural Development report states $5.6 billion in additional investment needed to preserve rural multi-family housing.

  • Joel Baxley, Justin Heberling, Ron Nahaas
  • |
  • October 20, 2016

COMPLIANCE NEWS

Revised Department of Labor posters

Department of Labor revised Fair Labor Standards Act and Employee Polygraph Protection Act posters. Learn more.

  • October 19, 2016

COMPLIANCE NEWS

CFPB publishes loss mitigation principles

CFPB outlines four key principles for loss mitigation affecting industry, consumer groups and policymakers. Learn more.

  • October 19, 2016

COMPLIANCE NEWS

OCC releases its Semiannual Risk Perspective report

OCC issues Semiannual Risk Perspective outlining key risks for institutions and OCC supervisory priorities for next 12 months.

  • October 19, 2016
Rev. Proc. 2016-49 gives a new lift to portability

TAX ALERT

Rev. Proc. 2016-49 gives a new lift to portability

IRS clears the way for combining a qualified terminable interest property with portability in nontaxable estates.

  • Charlie Ratner
  • |
  • September 30, 2016
October section 7520 rate at 1.6 percent; time for plan to be a loan?

TAX ALERT

October section 7520 rate at 1.6 percent; time for plan to be a loan?

With the widely applicable section 7520 rate moving up by 20 basis points, now’s the time to make a relatively simple loan to your relatives.

  • Charlie Ratner
  • |
  • September 20, 2016

How can we help you?

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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