Five accounting and advisory firms have united to form a single, national platform operating under the Richey May banner, according to a Sept. 9 announcement.
The five firms that have merged include:
Richey May & Co.: A top 200 U.S. accounting firm by revenue, Richey May is based in Englewood, CO. Founded in 1985, the firm says it focuses exclusively on the needs of entrepreneurs and business owners, with a dedicated focus on the alternative investment and mortgage banking industries. Richey May provides audit, assurance, and tax services, as well as a full suite of services and products from Richey May Advisory, including cybersecurity.
WSRP: A top 300 accounting firm by revenue, WSRP is based in Salt Lake City and has been rebranded as Richey May Utah. Founded as a six-person firm in 1985, WSRP/Richey May Utah has grown to be one of the largest firms in Utah with more than 100 staff and 15 partners. The firm offers a broad range of expertise in traditional accounting and tax services, as well as business consultation, to both small and large businesses.
MKA (Moss Krusick & Associates): A top 300 accounting firm by revenue, MKA was founded in 1990 and is based in Winter Park, FL. MKA also has offices in North Palm Beach and Miami Lakes, FL. A member of BDO Alliance, MKA provides services such as assurance, tax planning and compliance, outsourced accounting, and outsourced IT solutions. The firm has a team of more than 120 professionals and 15 partners. MKAs new name under the Richey May brand hasn’t been released yet.
Sobul, Primes & Schenkel: Sobul, Primes & Schenkel is based in Los Angeles and has been rebranded as Richey May SoCal. Founded in 1981, the firm provides tax, audit and assurance, advisory, payroll, business valuation, and outsourced CFO services.
United States X Advisors: Formerly known as The Doty Group, USXA has been rebranded as Richey May Washington. Founded in 1918 and based in Tacoma, WA, the firm provides such services as tax, audit, litigation support, and business valuation.
This merger follows more than a year of successful collaboration among the firms, Richey May said in a media release.
“What does this mean for our clients? No disruption to your current relationships. Same trusted advisors. Even deeper expertise and broader support,” Richey May said in a LinkedIn post on Tuesday. “This merger is about amplifying what already works—giving you access to expanded resources, specialized knowledge, and a national footprint, all while maintaining the personalized service you’ve come to expect. Still the Richey May you know and trust—only stronger.”
Richey May will operate in an alternative practice structure after receiving outside funding from New York City-based investment firm F3 Partners. Operating under the shared Richey May brand, Richey, May & Co. LLP, a licensed CPA firm, will perform attest services, while RM Advisory LLC, which is not a CPA firm, performs non-attest services.
Jason Yetter will lead RM Advisory as CEO. He will be joined by Dan Rinehart, who will serve as president of advisory services and leader of the Northwest region. In addition, Ed Moss, national director of acquisitions, will lead the Southeast region; Abhi Parikh will head the Southern California region; and Danny O’Connor will serve as managing partner of Richey, May & Co. LLP.
“Congrats to Richey May, MKA, WSRP, Sobul, Primes, & Schenkel, and The Doty Group on the formation of their new platform, Richey May!” Allan Koltin, CEO of Koltin Consulting Group, said in an emailed statement to CPA Practice Advisor. “Together they have built a top 50 CPA and advisory firm, and they are well on their way to becoming a top 25 nationally ranked powerhouse!”
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