Special Situations Advisory

Certain business situations require more than standard advisory solutions. They call for experience, judgement and a deep understanding of financial, tax, legal and human dynamics.

At RSM Switzerland, our Special Situations Advisory team supports companies, shareholders and management teams facing complex, sensitive or non standard situations, where value, continuity or stakeholder relationships may be at risk.

These situations often arise in the context of restructuring, shareholder exits, disputes following transactions, succession related challenges or situations involving increased financial, tax or legal uncertainty. Our role is to provide clear, pragmatic and independent advice to help clients navigate complexity and make informed decisions.

Corporate restructuring & turnaround situations

Corporate restructuring can result from financial pressure, strategic shifts, operational challenges or shareholder related events. Each situation is unique and requires a tailored approach.

Supporting businesses through change

We support organisations and their stakeholders in situations including:

• Deteriorating financial performance or liquidity pressure
• Debt covenant breaches or refinancing challenges
• Distressed or underperforming business units
• Accelerated transaction or carve out situations

Our advisory support may include:

• Development of turnaround and restructuring strategies
• Liquidity and scenario analysis
• Assessment of funding options
• Value preservation in complex or distressed environments

Our objective is to stabilise the situation, preserve value and support business continuity whenever possible.

Shareholder exits & complex ownership situations

Special situations frequently arise around shareholder dynamics, particularly when interests diverge or exit mechanisms are triggered.

Minority shareholder exits and ownership disputes

We have supported clients in situations involving:

• Exit of minority shareholders
• Disputes between shareholders
• Imbalance of power or governance deadlock

In such cases, we provide independent analyses and structured advisory support to:

• Assess financial and economic implications
• Support negotiations between parties
• Facilitate informed decision making and conflict resolution

Transaction related disputes & litigation support

Certain transactions give rise to disputes after completion, including disagreements over price adjustments, representations and warranties, or alleged breaches of contractual obligations.

Advisory support in dispute driven situations

RSM Switzerland assists clients where:

• Buyers or sellers initiate legal action following a transaction
• Financial or valuation matters are subject to dispute
• Independent, well documented analyses are required for courts or advisors

Our role may involve:

• Preparation of clear and objective financial analyses
• Support in the preparation of structured documentation
• Independent assessment of contested financial positions

Special situations linked to tax, succession & legal constraints

Special situations also arise in contexts where tax, legal or succession considerations materially impact financial decisions.

Bridging financial, tax and legal considerations

Examples include:

• Preparation of synthesis documents for succession, inheritance or donation scenarios
• Situations where tax or legal constraints materially affect transaction outcomes
• Coordination between financial, tax and legal advisors

Our multidisciplinary approach ensures consistency across advisory streams and helps clients navigate complex decision frameworks.

Company closure & exit scenarios in special situations

While company liquidation is a legal and procedural process, it often arises as part of a broader special situation involving strategic, financial or shareholder considerations.

Advisory perspective on exit and closure decisions

Rather than focusing on procedural steps, our advisory support addresses:

• Evaluation of exit options
• Financial implications of closure scenarios
• Coordination with tax, legal and accounting specialists
• Independent support to shareholders and boards

This approach ensures that liquidation related decisions are taken with a full understanding of their financial and strategic impact.

Why RSM Switzerland for special situations

Independent, senior led advisory

Our special situations engagements are led by experienced professionals who combine technical expertise with practical judgement. We focus on:

• Clear, structured and defensible analyses
• Pragmatic solutions adapted to sensitive contexts
• Direct involvement of senior advisors

Multidisciplinary & Swiss focused approach

With strong Swiss market knowledge and access to international expertise, we are uniquely positioned to support complex situations involving multiple stakeholders, jurisdictions or advisory disciplines.

Facing a complex or sensitive business situation?

Speak with our Special Situations Advisory team to discuss how we can support you.