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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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Feb 07, 2024

Securing the Future: Tackling Cybersecurity Risks in the Mortgage Industry 


Cyber-attacks on the mortgage industry have surpassed being high-profile news bits; they are distress signals indicating imminent threats to the sector's...

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Feb 01, 2024

Tax Implications of MSR Decisions and 2024 Tax Planning


In this webinar, our Mortgage Banking consulting leader, Seth Sprague, CMB, and tax experts, Jared Frost and Kenny Burch dive into the decision...

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Jan 31, 2024

Optimize Your Accounting Processes to Do More with Less 


Discover how to maximize your mortgage accounting processes for better decision-making with the experts from Richey May's Client Accounting and Advisory...

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Jan 25, 2024

Tackling Ransomware Head-On: A Business’s Guide to Understanding and Defense


In today’s cybersecurity landscape, cybersecurity threats are more than just a cautionary tale—they’re a daily reality, and ransomware tops the list...

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Dec 19, 2023

2023 Year-End Tax Highlights 


The 2023 tax year has been relatively quiet from a legislative perspective, which could lead some taxpayers to think year-end tax planning may not be...

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Dec 13, 2023

Data-Driven Change: Connecting, Benchmarking and Understanding Your Data


In this webinar, learn how to break down silos, democratize data, and make strategic decisions that drive your company forward. Data is the key to unlocking...

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