RSM US

Enhance compliance and decision-making with expert audit and assurance services.

Leverage AI, analytics, and cloud to transform your business operations.

Enhance Efficiency and Governance Across Your Organization.

Enhancing client performance through strategic management consulting.

Expertise in Merger and Acquisition Advisory to Navigate Complex Transactions.

Tailored Advisory Solutions For Private Individuals And Families.

Expert Support For Privately-Held Businesses.

Enhances asset performance and management through expert advisory services.

Enhance regulatory compliance and optimize financial performance for public companies.

Independent financial statement audits, internal controls assessment, regulatory compliance audits and risk management to ensure accurate reporting and stakeholder trust.

Products: Audit and Assurance Services, Public Company Services, Private Company Services, Asset Management

Transaction advisory including due diligence, valuation, financial modeling, deal structuring and post‑merger integration to support strategic transactions.

Products: Deal Services, Management Consulting, Private Company Services

Cloud strategy, migration, advanced analytics and AI integration services that modernize infrastructure, automate processes and enable data‑driven decisions.

Products: AI, Analytics And Cloud Services, Managed Services and Outsourced Solutions, Management Consulting

Outsourced operational and IT management, scalable governance and technology integration to improve efficiency, continuity and cost predictability.

Products: Managed Services and Outsourced Solutions, AI, Analytics And Cloud Services

Comprehensive wealth management, estate and tax planning, investment advisory and tailored financial guidance for high‑net‑worth individuals and families.

Products: Private Client Services, Asset Management, Private Company Services

Audit and Assurance Services

RSM offers comprehensive audit and assurance services tailored for middle-market clients across various industries. These services enable organizations to enhance compliance, improve controls, and streamline their financial reporting processes. Delivered by experienced professionals, our solutions ensure accuracy and reliability, empowering clients to make informed business decisions.

• Ensure Accuracy And Compliance
  Our financial statement audits provide a detailed examination that enhances the credibility of financial reports, fostering trust with stakeholders.
• Identify And Mitigate Risks
  By evaluating internal controls, we help organizations reduce vulnerabilities and enhance operational effectiveness.
• Achieve Regulatory Compliance
  Our audits guide organizations in meeting compliance obligations, avoiding penalties, and maintaining regulatory standards.
• Enhance Risk Management
  Our expertise aids organizations in recognizing risks early, allowing for timely action and mitigation strategies.
• Receive Tailored Audit Services
  We create customized audit strategies that align with specific organizational goals, ensuring relevance and effectiveness.

AI, Analytics And Cloud Services

AI, analytics and cloud services as part of RSM US's digital transformation offerings.

• Automate Operations
  Streamline processes and enhance customer interactions by embedding AI solutions, leading to increased efficiency and improved customer satisfaction.
• Enhance Decision Making
  Leverage data-driven insights for informed decisions that drive business growth and innovation, ensuring competitive advantage in the market.
• Optimize Cloud Performance
  Achieve enhanced performance and scalability through tailored cloud strategies, ensuring operational efficiency while maximizing return on investment.

Managed Services and Outsourced Solutions

Managed services and outsourced solutions to improve efficiency and governance. RSM provides comprehensive support tailored to meet the unique needs of organizations, ensuring operational excellence and strategic alignment.

• Tailor-Suited Solutions
  Each service is customized to meet your organization’s unique challenges and goals, ensuring maximum relevance and effectiveness.
• Access Industry Experts
  Benefit from a team of seasoned professionals offering strategic advice and support to maximize your organization’s potential.
• Adaptive Service Levels
  Offering flexible service structures that seamlessly adapt to your changing organizational requirements and growth.
• Holistic Service Coverage
  From strategy to implementation, we provide full-spectrum services that cover all critical functions and processes in your organization.
• Leverage Technology
  Utilizing the latest advancements in technology, our services enhance efficiency and ensure high-quality outcomes.

Management Consulting

Management consulting to help clients improve strategy, operations and performance.

• Develop Actionable Strategic Plans
  Help clients outline a clear path to achieve their objectives, ensuring alignment with their vision and market realities.
• Enhance Operational Efficiency
  Pinpoint areas of improvement to boost productivity and profit margins through streamlined processes.
• Identify And Mitigate Risks
  Conduct comprehensive assessments to identify potential risks and develop strategies to mitigate them.
• Establish Key Performance Indicators
  Implement systems to track performance, providing data-driven insights to support decision-making.
• Guide Organizational Change
  Equip clients with tools and strategies to manage change effectively, minimizing disruption.

Deal Services

Deal services including merger and acquisition advisory and related support, providing tailored solutions to facilitate strategic transactions and enhance business growth.

• Facilitates Successful Transactions
  RSM’s expert advisory team helps clients plan and execute mergers and acquisitions effectively, ensuring alignment with strategic goals and maximizing value.
• Reduces Transaction Risks
  Our due diligence services ensure clients understand all material aspects of potential deals, allowing for informed decision-making and risk mitigation.
• Determines Fair Market Value
  Accurate business valuations help clients identify fair price points and negotiate effectively in mergers and acquisitions.
• Ensures Smooth Transition
  Post-merger integration services help organizations effectively combine cultures, processes, and systems, ensuring the longevity of strategic gains.

Private Client Services

RSM's Private Client Services offering includes comprehensive advisory and tailored solutions for private individuals and families, helping them navigate their unique financial challenges and opportunities.

• Enhance Wealth Through Tailored Strategies
  We leverage a deep understanding of financial markets and investment strategies to maximize wealth growth, ensuring that each family's financial legacy is preserved.
• Minimize Tax Liabilities
  We work with clients to create effective tax strategies that align with their financial goals and minimize their tax exposure, enabling them to focus on their personal and financial objectives.
• Secure Family Legacies
  Our estate planning services help families navigate complex inheritance laws and ensure their assets are transferred smoothly to the next generation, preserving their legacy.
• Align Investments With Goals
  We provide personalized investment advice that caters to individual risk profiles, ensuring that portfolios are optimized for performance and aligned with financial objectives.

Private Company Services

Private company services provide advisory and support for privately-held businesses, helping them navigate challenges and enhance their operations.

• Receive Customized Guidance
  Leverage tailored advice that aligns with your business objectives to drive sustainable growth and efficiency.
• Identify And Mitigate Risks
  Enhance your business resilience by proactively addressing risks and uncertainties that could impact your operations.
• Optimize Business Operations
  Improve efficiency and efficacy of operations with strategies focused on maximizing productivity and resource utilization.

Asset Management

Asset management services including audit, assurance and advisory support for asset managers.

• Identify Risks And Enhance Performance
  This feature allows clients to understand their asset portfolios deeply, enabling strategic decision-making to mitigate risks and maximize returns.
• Access Expert Guidance
  Allows clients to receive targeted advice on asset management strategies that align with their unique business goals.
• Ensure Compliance With Regulations
  Ensuring that clients meet all regulatory guidelines helps to avoid penalties and maintains the integrity of asset management practices.
• Measure And Optimize Investments
  Regular performance analysis aids clients in making informed investment adjustments to enhance financial outcomes.
• Streamline Operations Using Technology
  Employing technology enhances efficiency and accuracy in asset management, leading to better operational outcomes.

Public Company Services

RSM offers specialized services for public companies, including compliance, audit, and financial consulting tailored to enhance operational efficiency and ensure regulatory adherence.

• Conduct Thorough Audits
  Ensure the integrity of financial statements and enhance credibility with external stakeholders through rigorous audit processes.
• Ensure Compliance With Regulations
  Navigate complex regulations and maintain compliance with industry standards to avoid penalties and enhance reputation.
• Deliver Accurate Financial Reports
  Provide comprehensive financial reporting that meets regulatory requirements and informs stakeholders effectively.
• Identify Operational Risks
  Recognize potential risks early and develop strategies to mitigate them, protecting the company’s assets and reputation.