Our strategy

Vision 100... Powered by our culture

RSM’s vision and strategy to meet our 100th anniversary

Discover our strategy

As we prepare to celebrate our 100th anniversary in 2026, we have evolved our strategy to solidify our leadership as the first-choice advisor to middle market leaders globally. 

Vision 100... Powered by our culture, our new strategy, reflects what we expect to achieve in the next five years and the unrivalled culture at RSM that will help us get there. 

Our culture is a powerful competitive advantage that differentiates RSM as the leading provider of audit, tax and consulting services for middle market companies, the thought leader on the issues clients care about most, and a leader in inclusive and compelling talent experiences. Together, we've all worked hard to build this unique culture and must continue to evolve and sustain it for our future and yours.

RSM US's strategy square

Our vision

Our vision is to be the first-choice advisor to middle market leaders globally. 

We chose every word of our vision statement carefully based on who we are today and who we want to become in the future.

 

Our purpose

Our purpose is to deliver the power of being understood to our clients, colleagues and communities.

Every word of our purpose statement was carefully selected—it is aligned with our brand promise "the power of being understood" and it is inclusive of all stakeholder groups.

Our strategy

The four pillars of our strategy are:

  • Lead the middle market
  • Drive an unrivalled inclusive culture and talent experience
  • Win with industry, agility and digital velocity
  • Maximize strategic ecosystems

 

Our strategy is simple, but substantive. It enables us to bring value, insights and opportunities to middle market clients, while also ensuring we take care of all of our people and empower them to build vibrant careers. We will accelerate our digital velocity, while remaining agile and industry-focused. And beyond just promoting this approach, we will cultivate an ecosystem of strategic partners to generate the sustained value that is integral to our success. 

5 C’s: First-choice advisor characteristics

We are caring, curious, collaborative, courageous, critical thinkers.

We believe the five key characteristics we call the 5 C's are core to our culture and essential to successfully deliver the power of being understood. 

Our values

Our five core values are the bedrock of our firm, and they have stood the test of time for nearly 100 years:

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Respect

Treat others as we'd like to be treated.

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Integrity

Do the right thing.

 

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Teamwork

Work together effectively (i.e., 1+1=3)

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Excellence

Be the best in everything we do.

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Stewardship

Better our firm and develop our people.

Everyone at RSM is responsible for embodying these values and living them every day. The values are the essence of who we are as an organization—they live within the firm and they live within each of us. While the words themselves aren't different from the values of many other organizations, the difference is in how we embody them and hold people accountable to living them every day. 

Through thoughtful execution of Vision 100... Powered by our culture, we will attain our vision and deliver our purpose in alignment with our values and 5 C's.

Experience the power of being understood

We bring an unmatched personalized focus to every interaction, meeting people where they are to help them reach their goals.

We build rich, enduring relationships based on a profound understanding of our clients, colleagues and communities, as well as their goals and aspirations. And, we bring diverse ideas and insights to help them reach greater heights.