Reflecting on 2024: A year of progress and purpose

As 2024 comes to a close, I find myself reflecting on the incredible journey RSM has undertaken this year. Together, we’ve navigated a dynamic and challenging landscape – from economic shifts to AI and other transformative technologies – reinforcing the importance of our mission to empower the middle market. Thanks to the dedication and commitment of our people, we’ve not only navigated these complexities but emerged stronger, more resilient and more aligned than ever with our clients’ needs. We have continued to lead with courage and clarity, building lasting relationships and delivering exceptional value due to our unwavering commitment to delivering the power of being understood to our clients, our people and the communities we serve.

Business highlights and client service excellence

In 2024, we advanced our position as a leading advisor to the middle market, driven by a relentless focus on client service and innovation. Across assurance, tax and consulting services, we saw growth and a continued commitment to helping clients navigate complex challenges in the digital age.

Of note, this past October, we shared that we’re doubling down on our future as a dynamic, partner-owned platform by announcing that RSM US LLP and RSM UK Holdings Limited are in advanced discussions to merge, subject to definitive agreements and required approvals. The transatlantic merger will establish multinational organization spanning locations across the U.S., the U.K., Canada, Ireland, India and El Salvador, supported by 23,000 professionals, with combined annual revenues of $5 billion (USD).

Our ongoing investment in AI and data analytics has empowered us to introduce new services that are reshaping the way we serve our clients. From automating financial reporting processes to leveraging predictive analytics for strategic decision-making, our AI-enabled solutions are delivering measurable value. These innovations have positioned us as a trusted advisor for middle market companies seeking to harness the power of technology to drive efficiency and growth. Internally, this technology has also streamlined our operations, allowing us to provide even more personalized and proactive service to our clients.

One of the most important outcomes of these advancements has been the positive impact on client satisfaction.

Philanthropy and community impact

In November, we celebrated the 2024 RSM Classic, where Maverick McNealy claimed the title in an exciting tournament, marking the 15^th year of the event. The RSM Classic continues to be an extraordinary opportunity for our firm to bring together clients, colleagues and PGA TOUR players in support of our shared goal of giving back to the community. Beyond the excitement on the course, the event made a meaningful impact, raising more than $5 million for charity through the tournament’s Power of Love campaign, bringing the grand total raised through the tournament to date to nearly $48 million – a testament to our commitment to giving back.

A look ahead

As we move into 2025, excitement is already building around our upcoming 100^th anniversary in 2026. This will be a momentous occasion – a time to reflect on our incredible journey and to lay the foundation for the future. Our ongoing investment in innovation, people and solutions ensures we remain well-positioned to lead our clients and the middle market with confidence in a rapidly changing world.

To everyone who has been part of RSM’s success – whether you’re a client, an employee, an owner, a community ally, a supplier or part of our wider community – thank you for your continued trust and support. We look forward to what we will accomplish together in the year ahead.

Wishing you and yours a prosperous New Year.

Warm regards,

Brian Becker
Managing Partner & CEO
RSM US LLP