Acquisition Expansion Richey May recently acquired WKDW, extending its geographic footprint into Maryland and broadening its advisory and tax capabilities. This creates cross-sell opportunities to new clients and strengthens relationships with existing clients in mortgage banking and alternative investments.

Cybersecurity Growth The firm has a growing cybersecurity and compliance services line through Richey May Advisory, including CMMC compliance and strategic security partnerships. This enables targeting regulated industries, defense contractors, and financial services for managed security, risk assessments, and compliance programs.

Data Analytics Partnerships with Domo and data-driven insights for mortgage banking demonstrate a capability to deliver analytics-led advisory. This opens upsell potential for BI dashboards, risk reporting, and performance optimization engagements across clients.

Industry Focus Strong track record in hedge funds and alternative investments positions the firm to win audit, tax, and advisory work from fund managers and related entities. Leverage this specialization to expand footprints among fund clients and regulatory compliance services.

Growth Momentum As a fast-growing, top-ranked firm with scalable services, Richey May can attract mid-market clients seeking integrated solutions across audit, tax, advisory, and cybersecurity, offering a partner of choice for growth-stage businesses.