Strategic Growth Richey May Utah has recently expanded through multiple acquisitions including VPTax, WKDW, and ongoing North Carolina hires, signaling a growth trajectory and increasing complexity in tax, advisory, and audit services ripe for integrated accounting and advisory solutions.

Integrated Services The firm operates a dual-structure model separating attest services (Richey, May & Co., LLP) from nonattest services (RM Advisory LLC), presenting opportunities to unify onboarding, cybersecurity, and cloud-based workflow tools across service lines.

Tech Enablement A broad tech stack (Power BI, UiPath, Wrike, Azure, Pardot, iCIMS, WordPress) indicates readiness for data analytics, process automation, and digital marketing/sales enablement enhancements for cross-sell and client value acceleration.

Security & Compliance Past partnerships with Arctic Wolf and expansion into CMMC compliance services suggest a strong emphasis on cybersecurity and regulatory readiness, offering a pathway to expand cybersecurity advisory and SOC services to clients.

Financial Scale With revenue in the $100M–$250M range and a growing employee base (51–200), there is appetite for scalable financial operations, performance consulting, and enterprise-grade financial systems implementations to support future growth.