Strategic Growth Richey May Utah has recently rebranded and expanded through the acquisition of Wagner, Kaplan, Duys & Wood LLP, signaling active growth and cross-sell opportunities across attest and advisory services.

diversified Services In addition to traditional accounting, the firm operates RM Advisory LLC for nonattest services and has launched CMMC compliance services, indicating potential to upsell cybersecurity, compliance, and advisory offerings to clients.

Tech Enablement The firm uses a breadth of tech tools (CISSP, Cloudflare, SAP Concur, Jobvite, Google PageSpeed, etc.), suggesting readiness for security, workflow optimization, and data-driven consulting engagements with clients seeking modernized processes.

Strategic Partnerships Past and notable partnerships with Domo, Arctic Wolf, and ongoing advisory relationships imply opportunities to leverage existing relationships for expanded data analytics, cybersecurity, and enterprise-scale implementations.

Financial Reach With a revenue range of 100M-250M and a mid-sized employee base, there is room to pursue mid-market clients or expansions into higher-value advisory projects, including governance, risk, and compliance services.