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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
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.

Governance, Risk, Compliance & Privacy

We take an enterprise approach to designing and implementing manageable solutions for our clients. Our team integrates controls within the IT services process, and consolidates control models for multiple compliance requirements by establishing objectives that mitigate risk in the day-to-day service processes of an IT organization.

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.

XBRL Reporting

We assist foreign and domestic filers with their XBRL reporting processes, controls and compliance efforts in accordance with both US GAAP and IFRS reporting standards.

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 20, 2021

Webinar Materials: Mortgage Trend Series Q3 2021 


In August 2021, Richey May hosted the second session of our quarterly Mortgage Trend Series webinar. In this series, our mortgage industry experts come...

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Aug 20, 2021

Q2 2021 Snapshot for Independent Mortgage Bankers


Richey May Select, the financial peer-to-peer benchmarking tool for independent lenders, has published our Q2 2021 Snapshot Report. lenders, has published...

Read Article

Jul 28, 2021

Trends in Mortgage Tech Magazine Q2 2021


Trends in Mortgage Technology is written for experts by experts and touches on the most pressing current issues for mortgage cybersecurity practitioners to...

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Jun 16, 2021

What You Need To Know About The IRS Guidance For Business Meal Deductions


The IRS has released guidance related to the temporary 100-percent business meal deductions provided by a restaurant. The Consolidated Appropriations Act,...

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May 13, 2021

2021 Q1 Snapshot for Independent Mortgage Bankers


Richey May Select, the next generation in peer-to-peer benchmarking for independent mortgage lenders, has published our Q1 2021 Snapshot Report. This report...

Read Article

May 06, 2021

Webinar Materials: Mortgage Trend Series


In May 2021, Richey May hosted the first webinar in our quarterly Mortgage Trend Series webinar. In this series, our mortgage industry experts come together...

Read Article