RSM McGladrey consultants understand that their clients, the owners of mid-sized businesses, have challenges that go beyond tax and accounting issues. They’re prepared to help clients solve a variety of business problems with industry-specific expertise, supplemented by access to outside resources.

Six years ago, McGladrey began a tax relationship with Don Marks, owner of Form Works, a mid-sized construction company in Fort Lauderdale, Fla., that has built many of south Florida’s major arenas. As Form Works grew, its needs exceeded its in-house capabilities. The company turned to RSM McGladrey for help with its business planning and Human Resources administration, among other business issues.

“We offer Don a full spectrum of resources. He knows if he has a question on any operational or accounting issue, he can get an answer,” says Mike Balter, a 12-year associate and managing director at RSM McGladrey.

	"Our people drive our success. We bring integrity, commitment and industry knowledge to our business relationships, and we always strive to exceed our clients' expectations."
	Patrick Lindsey | senior manager, RSM McGladrey, Inc.| Raleigh, N.C. | associate since 1992

“We serve as a proactive advisor to our clients, consulting on a range of services related to accounting and general business,” says Frank Compiani, a 14-year associate and managing director of RSM McGladrey’s economic unit in south Florida. “Many mid-market companies don’t have a chief financial officer who can do the analyses necessary as a business evolves. If they need to acquire equipment, refinance or define employment processes, they look to us for support.”

“We understand our clients’ industries,” says Morris Marshburn, senior managing director, RSM McGladrey, Raleigh, N.C. “We started out 12 years ago with one consumer finance client in our Raleigh division. Now we serve in advisory roles for many CEOs in consumer finance.

“Our industry relationships also encompass a close-knit network of banks, insurance companies, software companies and attorneys who specialize in consumer finance services,” says Morris, who has been with RSM McGladrey since 1990.

Long-term client relationships are a big part of RSM McGladrey’s success. “We’ve worked with some of our clients for 20 or 30 years, serving multiple generations within the company. Our team has changed, and theirs has changed, but the relationship between our organizations hasn’t. We’ve helped some of our clients grow all the way from a ‘mom and pop’ operation to an initial public offering,” says Michael Bohning, managing director of the RSM McGladrey economic unit in Kansas City, Mo.