Growth through acquisitions Richey May & Co., LLP has recently expanded via the acquisition of WKDW in 2026, indicating a strategy of growth through mergers and acquisitions. This presents sales opportunities in integrated advisory and tax services, succession planning, and cross-sell of consulting offerings to new WKDW client base.

Regional expansion Active hiring in North Carolina and presence in Orange County suggests ongoing regional growth and client onboarding. Target the firm for cybersecurity, cloud accounting, and scalable tax compliance solutions that support multi-region operations and new market entries.

Tech-enabled services The firm’s tech stack includes cloud and web technologies plus data-driven partnerships (e.g., Domo) and cyber security collaborations. Sales opportunities exist for advanced data analytics, KPI dashboards, cyber risk assessments, and automated tax/finance workflows.

Niche financial health With revenue between one and ten million and a focus on closely held businesses, there is potential to upsell advisory services such as cash flow optimization, tax strategy for owners, and CFO/Controller outsourcing to improve profitability for its mid-market clients.

Strategic partnerships Past and ongoing collaborations with tech and security firms (Domo, Arctic Wolf) and advisory services indicate receptiveness to managed services partnerships. Propose bundled offerings combining cybersecurity, data analytics, and outsourced accounting to strengthen client value and retention.