Practical Advisory Services to Support Strategic Decision Making

Organisations today operate in an environment of constant change, increasing complexity and heightened scrutiny from stakeholders, investors and regulators. At RSM Switzerland, our Advisory Services support investors, corporates and business owners across the full transaction lifecycle, from acquisition to exit, helping them manage risk, unlock value and make well-informed strategic decisions.

We provide independent, pragmatic and commercially focused advice, with a strong emphasis on Transaction Services, Financial Due Diligence, M&A Advisory and Valuation. We are particularly active in the Swiss mid-market, supporting SMEs, entrepreneurs, family-owned businesses, as well as private equity investors, in their strategic transactions and development projects.

Each year, we support between 15 and 30 mid-market transactions across Switzerland, typically in the CHF 5m to CHF 50m deal size range, working with both domestic and international clients across a broad range of industries, including cross-border situations.

We support clients at critical stages of their transaction journey, including acquisitions, disposals, carve-outs, restructuring and cross-border situations, combining local Swiss expertise with the reach of the RSM global network.

Our Transaction Services team supports both buy-side and sell-side engagements, including financial due diligence, vendor due diligence and deal-related financial analysis. We help clients assess risks and opportunities, validate financial performance and understand key value drivers to support informed investment and divestment decisions.

Through our M&A Advisory offering, we assist clients throughout the entire deal process, from strategy and target identification to valuation, negotiation and execution. Whether acquiring, selling or merging a business, we combine technical expertise with market insight to support successful deal outcomes.

We also deliver robust business valuation services, supporting transactions, shareholder matters, financial reporting and strategic planning. Our valuation professionals apply recognised methodologies and industry knowledge to provide clear, defensible and decision-ready valuations.

Our approach is collaborative and tailored, ensuring that our recommendations are aligned with your strategic objectives and grounded in commercial reality. We focus on delivering clear, actionable insights that support effective decision-making and execution.

Whether you are evaluating an acquisition, preparing a disposal or assessing the value of your business, RSM Switzerland provides insightful, independent and deal-focused support, helping you move forward with confidence and deliver sustainable results.

Transaction Services and Deal Advisory Across the Full Lifecycle

Our Advisory Services are designed to support organisations before, during and after a transaction. We work closely with management teams, shareholders and investors to anticipate challenges early, structure transactions effectively and secure value throughout the deal lifecycle.

On the buy side, we support acquirers in evaluating investment opportunities, identifying potential risks and validating assumptions through financial due diligence and targeted analyses. Our teams help clients understand historical performance, assess working capital dynamics, analyse cash generation and identify key risk areas that may impact value or integration.

On the sell side, we assist vendors in preparing their business for a transaction, optimising financial information, managing vendor due diligence processes and supporting negotiations with potential buyers. Our objective is to enhance transparency, reduce execution risk and help vendors achieve optimal outcomes.

M&A Advisory with a Strong Swiss Mid Market Focus

RSM Switzerland has deep experience in advising Swiss mid market transactions, where entrepreneurial decision making, shareholder alignment and execution discipline are critical. We support SMEs, family owned businesses and private equity investors in navigating complex strategic decisions while maintaining a clear focus on value creation.

Our M&A Advisory services cover the entire transaction process, including strategic assessment, target screening, valuation, negotiation support and transaction execution. We work alongside our clients to structure deals that reflect their strategic objectives, risk appetite and long term vision.

In cross border situations, we coordinate closely with RSM member firms to ensure consistency across jurisdictions, while maintaining a single Swiss point of contact. This integrated approach allows us to address regulatory, financial and operational considerations efficiently and pragmatically.

Valuation, Financial Modelling and Decision Support

Sound valuation and robust financial analysis are essential to informed decision making. Our Advisory team provides independent valuation services for transactions, shareholder matters, reorganisations, financial reporting and strategic planning.

We apply recognised valuation methodologies and develop tailored financial models that reflect the specific characteristics of each business and industry. Our professionals combine technical rigour with practical judgement to deliver valuations that are transparent, defensible and aligned with market realities.

Beyond valuation, we support clients with financial modelling, scenario analysis and decision support, helping them assess strategic options, evaluate financing structures and understand the financial implications of key business decisions.

A Pragmatic and Collaborative Advisory Approach

At RSM Switzerland, our Advisory Services are grounded in a pragmatic, hands on approach. We work closely with management teams and stakeholders to understand the commercial drivers of each situation and deliver advice that is practical, actionable and tailored.

Our collaborative mindset ensures close alignment with your objectives, while our independence allows us to provide objective insights and challenge assumptions where necessary. By combining local Swiss expertise with the strength of the RSM global network, we support organisations operating in Switzerland and internationally with clarity and confidence.