Specialty finance

Specialty finance companies can’t compromise on service when facing accelerating consumer and competitive challenges. We have ideas and insights to help stabilize your entire business.

Trending insights for specialty finance firms

Curated content to keep you informed
Recorded webinar
IPO readiness: Strategies for fintech
Join our webcast for an overview of the initial public offering (IPO) process for fintech and financial service companies.
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How an auto lender harnessed data and technology to improve efficiency
A chief financial officer at a privately held auto financing company discusses his firm’s efforts in digital transformation.
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How specialty finance companies can improve their customer experience
Changing regulations and a digital shift have led to profound changes in the way specialty finance companies interact with consumers.

Specialty finance compliance and consulting services that stabilize your business in volatile times

Specialty finance companies face a challenging economic environment. They must account for increased scrutiny and regulatory change during the unprecedented disruption of loan volumes, credit worthiness, interest rates and consumer behaviors during the COVID-19 pandemic. Adding to the uncertainty are unanticipated compliance issues and fraud risks that result as firms continue moving their operations and offerings online.

We understand the complex challenges you deal with every day. Our audit, tax and consulting professionals have helped specialty finance firms address and improve performance during their most challenging business cycles. Our in-depth experience spans decades, establishing us as a preferred advisory partner for many private equity groups and lenders. We’re actively involved in national and state associations including the American Financial Services Association (AFSA). We provide thought leadership in industry publications and at national and local speaking events. Our proactive, consultative approach combines broad business insight with specialized industry knowledge to help you meet and exceed your goals.

Where there are challenges, we see opportunities for growth

RSM audit, tax and specialty finance consulting services

We help executives thrive by offering solutions focused on your goals based on a deep understanding of your industry
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Audit and assurance services
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Business tax services
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Technical accounting consulting
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Risk, fraud and cybersecurity solutions
Meet our RSM team of trusted leaders
Our specialty finance-focused professionals are here to help you succeed
  • Morris Marshburn
    Morris Marshburn
    Specialty Finance Leader
  • Joe Kaczmarek, Partner
    Joe Kaczmarek
    Partner, Fintech Leader, Specialty Finance Growth Leader, FS Assurance Leader
  • Louis Musto
    Principal
Experience the power of being understood
Connect with our specialty finance professionals today.

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