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A Suite of Related Services Focused on Meeting Clients' Objectives

Experience Team | Detailed Approach | Thorough Analysis | Objective Opinions

The HHM Advisory Services team goes beyond traditional consulting to help businesses navigate complex challenges, optimize operations, and achieve long-term growth. Whether addressing strategic planning, operational improvements, financial management, or transaction support, our professionals deliver actionable guidance and practical solutions tailored to each client’s unique needs. We combine deep expertise with objective judgment to help clients make confident decisions that drive sustainable value.

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Every organization faces unique challenges, and every client has distinct goals. That’s why the HHM Advisory Services team takes the time to understand the key drivers of value for each business. We go beyond the numbers to uncover risks, identify opportunities, and evaluate long-term sustainability. By blending independent analysis with strategic insight, we provide clarity and guidance that empowers leaders to make informed decisions.

Our Advisory Services

HHM’s Advisory Services team offers a comprehensive suite of solutions to support your business, including:

Business Valuation

Specialized audit, tax, and advisory services that help financial institutions navigate complex regulatory requirements, manage risk, and maintain strong financial reporting and compliance.

Fraud Investigative Services

Industry-focused accounting and advisory services that assist colleges and universities with financial reporting, grant compliance, internal controls, and long-term fiscal sustainability.

Litigation Support

Specialized audit, tax, and advisory services that help manufacturers and distributors improve operational efficiency, manage inventory and supply chain complexities, and maximize available tax incentives.

Management Advisory

Dedicated accounting and advisory services that support nonprofit organizations in maintaining compliance, strengthening financial oversight, and sustaining long-term mission impact.

The HHM Advisory Advantage

The HHM Advisory Services team consists of a deep bench of battle-tested professionals. From litigation support to transaction advisory, private equity firm advisory, and execution of complicated tax strategies, clients rely on HHM’s experience, knowledge, and independent expertise when facing complex challenges.

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No business is identical, and every client is unique. HHM takes the time to understand the core drivers of value in each situation, combining independent judgment with a thorough analysis of risks, sustainability, and long-term potential. Our team approach ensures that every project is handled by the most qualified professionals, with a comprehensive quality control and review process that reinforces consistency, defensibility, and efficiency while minimizing client costs.

Stay Ahead with Expert Insights

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Employing Your Children in Your Business: Tax Benefits, Rules, and Planning Tips

Hiring your children in your business provides substantial tax savings for both your business and your household. There are many intricacies and strict rules involved in this practice, however, so please reach out to HHM CPAs and let us know how we can assist you in this endeavor.

January 29, 2026

Cheryl Grossnickle

Unmasking Financial Fraud: Insights from a Former FBI Agent

Matthew Thurman, Wealth Advisor, and Joel Freund, a former Supervisory Special Agent with the FBI and current director for HHM's Management Advisory Service Department sit down to discuss fraud prevention and awareness.

July 1, 2024

Joel Freund | CPA

Tax Season Fraud: Red Flags and How to Protect Your Information

Making yourself aware of some of the common scams and using good judgement can help keep your money – and personal information – safe from criminals.

January 6, 2025

Joel Freund | CPA

Our Advisory Service Experts

Our advisory services professionals help businesses navigate complex operational and strategic challenges to achieve long-term growth and efficiency. With expertise in financial management, strategic planning, operational improvement, and transaction support, we provide actionable guidance and practical solutions to manage risk, optimize performance, and support your organization’s long-term goals.

Let's Start the conversation

Explore the full list of services to see how we can support you. If you’re not sure where to start or have a unique need, we’re here to help. Reach out today and let’s start a conversation about how HHM can add value to your business or personal finances.

Contact us for an introductory call today.

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