Strategic M&A Richey May SoCal recently expanded through the acquisition of Wagner, Kaplan, Duys & Wood LLP, signaling active growth and inorganic capability expansion that creates cross-sell opportunities across tax, advisory, and specialized risk services for new client bases.

Cybersecurity Expansion The firm has coupled accounting with cyber security offerings, including a 2024 Arctic Wolf partnership and a 2025 CMMC compliance service launch, creating a marketable combination for clients seeking integrated financial controls and cybersecurity maturity.

Industry Expertise Recognition as a top hedge fund auditor in 2017 and a broad service suite (tax, audit, valuation, outsourced CFO) positions the firm to pursue asset managers, private equity portfolios, and complex financial services clients seeking specialized assurance and strategic finance support.

Data-Driven Advisory Strategic partnerships with data and analytics providers (Domo) and mortgage banking insights enable offering client-specific dashboards and performance insights, presenting opportunities to upsell data-driven advisory, forecasting, and decision-support engagements.

Mid-Market Focus Smaller, mid-market footprint (11–50 employees) with revenue in the 10–25 million range suggests scalable services for growing regional firms and fast-growing companies that need outsourced CFO, tax optimization, and valuation services without large-firm fees.