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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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Dec 19, 2022

2022 Tax Planning for Mortgage Company Owners


https://youtu.be/y_qivNzJIU0 Jared Frost, CPA, AMP, and Partner in Charge of Richey May's Mortgage Banking Tax Services Practice shares a recap of...

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Dec 07, 2022

Compensation Strategies


How to attract and retain top lending talent In today’s mortgage market, it’s not only harder to compete for top lending talent but more...

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Nov 21, 2022

Q3 2022 Snapshot for Independent Mortgage Bankers


Your Q3 2022 RM Select Overview Snapshot is here, with fresh industry data you won’t find anywhere else. This report highlights key metrics and trends...

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Nov 18, 2022

Q4 2022 Mortgage Trend Series


Richey May hosted our Q4 2022 Mortgage Trend Series Webinar to dig deep into the trends our mortgage industry experts are seeing as we serve...

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Oct 21, 2022

Cybersecurity in the Mortgage Workplace: What You Need to Know Now


Keeping business and borrower information safe and secure is challenging for mortgage lenders of every size – and the pandemic only amplified that...

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Oct 19, 2022

Webinar Materials: Mortgage Cybersecurity Update


The number of cyber attacks on the mortgage industry is continuing to rise. During this webinar, Richey May's Director of Cybersecurity, Michael Nouguier,...

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