Specialty Finance Services

How do you best balance the combination of credit facilities' securitizations, debt offerings, and other instruments necessary to fund your loans and most effectively address the numerous accounting and tax issues that these instruments create? What are your best options for funding growth securing the success of your owners or investors—an IPO? Private equity? A merger or acquisition? In an industry that's making money while many others are struggling, are you taking advantage of every opportunity to control your overall tax exposure?

At RSM we understand your issues because our dedicated specialty finance professionals work full time serving your industry. We understand your industry because we are recognized contributors to the American Financial Services Association (AFSA). And we will understand you—your company, your goals, your unique needs—because that is the foundation of everything we do.

That's the power of being understood.

Most popular insights


How should your organization handle Form 1099-C challenges?

Form 1099-C requirements are a complex issue, so complex that many specialty lenders file unnecessary forms, while others overlook required filings.

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

Rapid Assessment®

Complete our CFPB Readiness - Rapid Assessment form to be contacted about receiving our "quick-hit" diagnostic of your critical areas of operations.



Financial Institution Insights
Delivers news and information critical to financial institution professionals. The bimonthly newsletter tackles issues ranging from information technology security to regulatory compliance to operational improvement.

Compliance News
For the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.


Morris Marshburn
National Practice Leader