CFO advisory services

An assessment can be an appropriate first step in analyzing the opportunity necessary to envision the required investments and associated road map to drive future change and optimization, in the immediate, medium and long term. The assessment phase is intended to define business and operational value through insights that calculate gaps in current-state maturity versus future-state maturity with clear definitions of each transformational initiative. Each initiative is organized by its impact on the business and size of investment to drive immediate, medium and long-term value.

Informed transformational value through the assessment phase is mandatory and allows our clients to not only visualize their path forward but clearly understand return value on intended investments.

Today, there is an ever-increasing demand for business leaders to implement and leverage advanced technology to scale operations, boost productivity and remain competitive. The team at RSM helps you transform your finance function by introducing or improving finance technology. Whether by fully utilizing an ERP or introducing automation, we can help you leverage the right systems for your business to improve visibility and strategy while reducing manual tasks.

Driving a finance strategy means evaluating major shifts or changes in the finance function supported by a clearly defined vision, strategy, investment thesis and correlated road map. It helps align stakeholder expectations relative to opportunities and outcomes that create long-term stakeholder or shareholder value.

Organizations often need more personnel to support finance leadership. From staff augmentation to interim CFO and controller roles—even outsourced finance and accounting—we have you covered. RSM has extensive real-world experience to help you succeed.

Outsourcing manual or repeatable tasks and functions can significantly improve efficiency and productivity because trained third parties and other mature organizations are often able to perform these tasks better, faster and cheaper than if you rely on your own internal resources. This strategy may also lead to faster turnaround times, increased competitiveness and reductions in overall operational costs.

Our mergers and acquisitions advisory professionals help create, structure and unlock transaction value by leveraging our proprietary M&A360 approach and playbook, which carefully outlines the right approaches to M&A as well as separations and carve-outs. In a fast-paced M&A environment, we help you move quickly to achieve greater synergies and savings regardless of the situation.

Business strategies are never set in stone—remaining competitive requires continuous adaptation and innovation. RSM helps businesses transform their finance operations, streamline processes, and improve efficiency.