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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

AICPA guidance focuses on measuring fair value of portfolio companies

WHITE PAPER

AICPA guidance focuses on measuring fair value of portfolio companies

Learn what private equity/venture capital funds, investment companies need to know about accounting and valuation of portfolio companies.

Selecting the right damages expert witness for your case

INSIGHT ARTICLE

Selecting the right damages expert witness for your case

A good financial damages expert understands their role and can be the lynchpin of your case if you choose the right one.

The evolving world of fraud

VIDEO

The evolving world of fraud

As technology evolves fraud schemes also evolve, becoming more sophisticated. Learn how data analytics can help combat this fraud evolution.


Most Recent Insights

AML AND COMPLIANCE NEWS

Extension of compliance date for amendments to Rule 606

What broker-dealers need to know about the extension of time to implement amendments that the SEC approved to Rule 606 of NMS?

  • May 20, 2019

AML AND COMPLIANCE NEWS

Newly released compliance issues for Regulation S-P

What should broker-dealers and investment advisers know ahead of SEC examinations of Regulatory S-P privacy notices and safeguard policies?

  • May 20, 2019

AML AND COMPLIANCE NEWS

Red flags for customer due diligence compliance

Everything you need to know about FINRA's recent suspicions activity monitoring and reporting under Rule 3310

  • May 20, 2019

AML AND COMPLIANCE NEWS

FinCEN issues CMP linked to cryptocurrency: What you need to know

FinCEN penalized a cryptocurrency exchanger; review the violations and determine if your institution is prepared for cryptocurrency risks.

  • May 20, 2019

INSIGHT ARTICLE

IPO readiness: 5 questions life sciences companies should consider

How can life sciences companies looking to go public position themselves for success? It’s all about setting the stage early on.

  • John Lanza
  • |
  • May 14, 2019
RSM Anti-Money Laundering Survey

WHITE PAPER

RSM Anti-Money Laundering Survey

Access RSM's latest research on how financial institutions are responding to anti-money laundering (AML) program requirements.

  • May 01, 2019
Cyberthreat intelligence programs to benefit financial institutions

INSIGHT ARTICLE

Cyberthreat intelligence programs to benefit financial institutions

Learn how cyberthreat intelligence will provide financial institutions with a deeper understanding of potential threats.

  • Wanda Archy
  • |
  • April 03, 2019

INSIGHT ARTICLE

Fundamental considerations for digital assets

Digital assets like cryptocurrencies are a new asset class with a volatility and global availability that excite the investment community.

  • Jay Schulman
  • |
  • March 25, 2019

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

Reporting rule changes: Valuation of portfolio company investments

  • January 08, 2019

RECORDED WEBCAST

Auditor Assistant Webcast: Creating efficiency for Internal Audit

  • October 30, 2018

RECORDED WEBCAST

AML and regulatory compliance webcast series: Winter 2018

  • February 13, 2018

RECORDED WEBCAST

The Tax Consequences of GP Restructurings

  • December 11, 2017

RECORDED WEBCAST

Optimizing your nonprofit’s outsourcing strategy

  • November 30, 2017