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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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Jun 13, 2024

The Internal Audit Insight: Quality Control


This episode of The Internal Audit Insight explores quality control (QC) requirements for HUD, Fannie Mae, and Freddie Mac. Gain insights into Fannie Mae's...

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Jun 04, 2024

Navigating the New FHA Cybersecurity Reporting Requirements:  What Lenders Need To Know 


In an industry where new cybersecurity requirements are ever-evolving, the latest reporting requirement from the FHA marks a significant milestone in the...

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May 30, 2024

Q2 2024 Mortgage Trend Series: Challenging the Norms Impacting Profitability


This quarter's Mortgage Trend Series webinar features Justin Wiseman, Vice President for Residential Policy and Managing Regulatory Counsel at the Mortgage...

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May 17, 2024

The Internal Audit Insight: Fannie Mae Tools for Sellers and Servicers


Fannie Mae provides many resources available to approved sellers and servicers to assist them in meeting their requirements. In this video, our internal...

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May 16, 2024

Q1 2024 RM Select Snapshot for Independent Mortgage Bankers


Your Q1 2024 RM Select Snapshot is here, with fresh industry data you won’t find anywhere else. The Q1 data showed improvement in margins and modest...

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May 09, 2024

Real-Time Revolution: How Allied Mortgage Group Transformed Its Outcomes with RM Analyze’s Advanced Data Solutions


RM Analyze in our opinion was hands down best of breed and it gave us all the power we needed. It is a platform that replaced something I was proud...

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