Advisory Services

BUSINESS VALUATION | FINANCIAL REPORTING | LITIGATION SUPPORT | FINANCIAL FORENSICS | M&A TRANSACTION ADVISORY

Management AdvisoryBusiness ValuationLitigation SupportFraud Investigative ServicesAdvisory TeamResources

A SUITE OF RELATED SERVICES FOCUSED ON MEETING CLIENTS’ OBJECTIVES

EXPERIENCED TEAM | DETAILED APPROACH | THOROUGH ANALYSIS | OBJECTIVE OPINIONS

The HHM Advisory Services team consists of a deep bench of battle-tested professionals. From litigation support to transaction advisory to the execution of complicated tax strategies, clients rely on HHM’s experience, knowledge, and expertise when faced with challenges that require business valuation and related services.

No business is identical, and every client is unique. In every situation, HHM takes the time to understand the unique drivers of value for each business with crystal-clear focus on the client’s objectives. Numbers don’t tell the whole story - the required work and risks taken by business owners to achieve success are often overlooked. HHM digs in, asks questions, and peels back layers to uncover the core factors affecting a business and to understand its value.  

HHM Advisory Services takes a team approach to serving clients. No individual manages a project alone. Assignments are allocated to the most appropriate team member to lead the project, but all work goes through a comprehensive quality control and vetting process. Time is spent by individual team members in a way that maximizes efficiency and minimizes overall cost to the client.

Management Advisory

In today’s fast-paced and competitive business environment, companies are often faced with complex situations that require timely, strategic, and well-informed decisions. Our Management Advisory Services are designed to support businesses during moments of transition, uncertainty, or opportunity—whether you are navigating financial setbacks, scaling for growth, facing litigation, or undergoing restructuring.

We bring decades of combined experience and a broad, cross-functional understanding of business dynamics to help you manage risk, improve performance, and make confident decisions. Our seasoned professionals provide clear, actionable insights that empower your leadership team to move forward with clarity and purpose.

Whether you’re experiencing operational disruptions, planning a merger, or dealing with financial or legal challenges, we turn complex problems into manageable solutions—and setbacks into success stories.

Our Management Advisory Services Include:

  • Buy, Sell, and Merger Advisory
  • Due Diligence Support
  • Quality of Earnings Review
  • Transaction Closing Support
  • Start-up Support and Planning
  • Estimate of Value Analysis
  • Strategic Planning Support
  • Ownership Structure Review
  • Budgeting
  • Financial Statement Projections and Forecasts
  • Controller Support and Check-ups
  • Purchase Analysis and Financing Support
  • Reorganization Review in Light of Ownership Transfers

Business Valuation

At HHM, we understand that the value of a business isn’t just found in its financial statements—it's embedded in its operations, reputation, leadership, and future potential. Our business valuation professionals bring more than 135 years of combined experience, backed by specialized training and industry-recognized certifications. With hundreds of valuations performed across a wide range of industries and scenarios, we deliver in-depth, defensible valuation reports tailored to your specific needs.

Whether you're navigating a transaction, facing tax reporting requirements, or preparing for internal ownership transitions, we uncover the key drivers that define your business’s true worth. Our team goes beyond formulas and benchmarks—we take a holistic view of your company to identify the intangible factors that set it apart and enhance its marketability to buyers, investors, or stakeholders.

Our Valuation Services Include:

  • Estate and Gift Tax
  • Mergers and Acquisitions
  • Shareholder Buy-Out
  • Built-in Gains
  • Financial Reporting Under ASC805 and ASC350
  • Succession Planning
  • Personal Goodwill Allocations
  • Fresh Start Accounting

RELY ON OUR DEEP EXPERIENCE IN:

  • Automotive Retail
  • Franchised Car Dealerships
  • Heavy Truck Dealerships
  • Manufacturing
  • Food Production
  • Heavy Equipment
  • Metal Stamping
  • Semi-Conductors
  • Construction
  • Transaction and Logistics
  • Plastics
  • Textiles
  • Healthcare
  • Medical Devices
  • Pharmaceutical
  • Physician Practices
  • Assisted Living Facilities
  • Consumer Retail
  • Restaurants

Litigation Support

For more than four decades, HHM has been a trusted resource for attorneys, providing litigation support across a wide range of complex financial matters. From expert testimony and forensic research to business valuation and damages calculations, our team has contributed to hundreds of legal cases across various industries and dispute types.

There is no substitute for experience. HHM’s litigation professionals have defended their conclusions in courtrooms and depositions time and again, delivering results with a high level of preparation, attention to detail, and clarity. What sets us apart is not only the accuracy of our work—but our ability to explain and support it in a way that is understandable, credible, and compelling.

Unbiased, Independent, and Credentialed

Independence and objectivity are the cornerstones of HHM’s litigation practice. Whether we are engaged in a divorce case, a shareholder dispute, or a corporate litigation matter, our role as independent experts ensures that our conclusions are free from bias and based on exhaustive, defensible analysis.

Our litigation support professionals hold respected industry credentials, including:

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)

These credentials reflect our expertise in valuation, forensic accounting, and fraud investigation, allowing us to serve as expert witnesses, consulting experts, and trusted financial advisors in complex legal matters.

Communicating Complexity with Clarity

In litigation, numbers alone don’t win cases. The real value lies in interpreting the data and presenting it in a way that judges, juries, and legal teams can easily understand. At HHM, we specialize in distilling complex financial information into clear, defensible narratives that support your legal strategy—whether in expert reports, depositions, or trial testimony.

Our Valuation Services Include:

  • Expert Testimony and Consulting
  • Economic Damages
  • Lost Profits
  • Bankruptcy
  • Business Valuation
  • Forensic Accounting & Fraud Examination
  • Personal Injury/Wrongful Death
  • Rebuttal Services

Fraud Investigative Services

Fraud can strike any organization—regardless of size, industry, or internal culture. Left unchecked, it can have a devastating impact on your finances, operations, and reputation. At HHM, our team of Certified Fraud Examiners (CFEs) and Certified Public Accountants (CPAs) brings deep expertise in uncovering, investigating, and preventing fraud in all its forms—from asset misappropriation to payroll theft and embezzlement schemes.

We help businesses, nonprofits, and government entities identify suspicious activity, strengthen internal controls, and respond decisively to potential fraud events.

Why Fraud Prevention Matters

According to the Association of Certified Fraud Examiners (ACFE):

  • The average cost of a single fraud case is $145,000, with nearly 25% of cases exceeding $1 million in losses.
  • On average, organizations lose 5% of their annual revenue to fraud.
  • It takes 18 months, on average, to detect fraud—giving perpetrators a long window to do significant damage.

Being proactive is the key to minimizing exposure and protecting your bottom line.

Common Red Flags of Internal Fraud

According to the Association of Certified Fraud Examiners (ACFE):

  • Improving financial statements without a corresponding increase in cash flow
  • Employees who never take time off or refuse to delegate responsibilities
  • Staff who guard their work closely or avoid oversight
  • Unexplained accounting discrepancies or vendor anomalies

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