Five Accounting Firms Merge to Create a National Advisory Powerhouse

A New Era in Accounting and Advisory Services

In a significant industry shift, five renowned accounting and advisory firms have united to establish a national powerhouse under the Richey May brand. This transformative merger brings together WSRP, MKA, Sobul Primes & Schenkel, The Doty Group, and Richey May, marking a new chapter in the corporate landscape.

This merger comes after over a year of strategic collaboration among these firms, leveraging their strengths to enhance service delivery and client satisfaction across the nation. The newly formed entity is primed to expand its reach, both geographically and in terms of its specialized expertise, thereby providing enriched value to clients and stakeholders.

A Unique Structure for Enhanced Services

Operating as a collective under the Richey May banner, the newly combined entity operates within an alternative practice structure. The CPA firm, Richey, May & Co., LLP will focus on providing attest services, ensuring robust oversight and accuracy in financial reporting. Meanwhile, RM Advisory LLC, which does not hold CPA certification, will be dedicated to non-attest services. This dual-entity approach allows for a comprehensive service offering that can cater to a wider array of client needs.

Leadership and Vision

The leadership team for RM Advisory reflects a blend of experience and regional expertise. Jason Yetter has been appointed as the Chief Executive Officer, leading efforts to drive innovation and service excellence. Dan Rinehart will serve as the President of Advisory Services, overseeing operations in the Northwest Region, while Ed Moss takes on the role of National Director of Acquisitions, focusing on integration and growth in the Southeast Region. Additionally, Abhi Parikh will head operations in Southern California, ensuring that clients in this pivotal market continue to receive high-quality advisory services.

Danny O’Connor will guide Richey, May & Co., LLP as the Managing Partner, ensuring that the CPA aspects of the merger align effectively with the firm's overall strategic goals.

Why This Merger Matters

The combination of these five firms represents a powerful consolidation of expertise and resources in the accounting and advisory field. Clients across various sectors will benefit from the comprehensive services offered by a single, streamlined entity that is better equipped to tackle complex challenges and deliver innovative solutions. As industries continue to evolve, the need for agile and adaptive advisory services becomes increasingly vital.

With a national footprint and a commitment to operational excellence, the rebranded Richey May is set to redefine client expectations and industry standards. This merger not only signifies growth for the firms involved but also underlines the importance of collaboration in today’s business environment.

Learn More

Those interested in understanding the full implications and benefits of this merger are encouraged to visit the official Richey May Merger Announcement to get detailed insights into the restructuring and future plans of this powerful new entity.