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Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

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Business Advisory

We have the years of experience and the expertise to know what it takes to run a successful organization.

We’ve been working with successful privately-held businesses for over 25 years, and in that time, we’ve developed and integrated processes and methods seamlessly into our business.

We have the business advisory resources to assist you in meeting your goals and objectives.


Whether it involves management reporting, operational improvements, compliance-related projects, exit strategies or risk documentation.

We can identify areas that are negatively affecting your profitability, and develop practical solutions to help yield optimal results. We have the expertise, the training, and the familiarity with current trends necessary to make our services coveted in the industries we serve.

Mergers & Acquisitions:

We help mortgage companies on the buy and sell side of M&A with personalized services that include due diligence, buy-sell agreements, strategic planning, succession planning and valuations.

Client Accounting & Advisory Services

Our highly trained accountants and CPAs that delve into the client’s financials to find opportunities between the lines. Beyond accounting, we consult clients in real time as we handle tasks like bill pay, A/R and financials.

SOC Reporting

We help companies prep for and complete SOC Audits, including SOC 1, SOC 2, SOC 3 and SOC for cybersecurity. Our SOC Audit services are customized to vendors that service mortgage companies to minimize disruption and build value.

Subservicer Oversight

We have developed a comprehensive subservicer oversight review program to assist lenders assist in their oversight responsibilities and bring clarity and actionable information to the process.

Richey May Select

Our intuitive, web-based benchmarking tool provides lenders with timely, precise, and relevant metrics on peer performance, allowing you to drive informed decision-making aimed at improving efficiencies, increasing margins and controlling costs.

Request more info

To speak to one of our professionals, fill out the form and we will be in contact shortly.

Business Advisory Services back by Industry Veteran Support

Our approach is designed to help you find efficiencies in the pursuit of compliance and assurance so these activities represent a valuable addition to your business.

Call (303) 721-6131 to talk to a mortgage industry expert today.

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Aug 14, 2025

Q2 2025 RM Select Snapshot for Independent Mortgage Bankers


Q2 origination volume and units reached levels we haven’t seen since 2021. Most notably, volume increased by +45% over Q1, loans per employee improved to...

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Aug 04, 2025

A Hose by Any Other Name: How to Choose Penetration Testing That Actually Meets Fannie Mae Cybersecurity Standards


When a fire department needs new hoses, they have a choice. They could save money with a $25 residential garden hose from the hardware store, or invest in a...

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Jul 28, 2025

The Internal Audit Insight: Fannie Mae’s Cybersecurity and Business Resiliency Supplement


The latest episode of our Internal Audit Insight series features Mignonne Davis and Chris Williams discussing Fannie Mae’s Information Security and...

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Jul 21, 2025

How to Get Your Team Onboard for a Data-Driven Culture


In today’s fast-moving mortgage landscape, organizations that embrace a data-driven culture gain a significant edge. Success is no longer determined by...

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Jul 08, 2025

Are You Ready? Fannie Mae’s Cybersecurity and Business Resiliency Requirements In Effect 8/12/25


The evolving threat landscape demands that we continuously evaluate and improve information security and business continuity practices. As such, Fannie Mae...

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Jul 01, 2025

Common Pitfalls in Mortgage Accounting Compliance


Ensuring compliance with mortgage accounting principles and best practices is a critical responsibility for financial institutions of all sizes, including...

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