HDH Advisors

What HDH Advisors does

HDH Advisors LLC is a privately held professional services firm specializing in business valuation, litigation support, and financial advisory services. Founded in 2007 and headquartered in Atlanta, Georgia, the firm operates from five U.S. offices — Atlanta, Charleston, Denver, Des Moines, and Minneapolis — and serves clients across what it describes as nearly every industry sector. The firm is structured as a closely held LLC with no disclosed institutional investors or parent company.

The company's offering is organized into six core service lines: ESOP valuation and consulting, financial reporting and tax compliance (including purchase price allocations, impairment testing, and stock-based compensation analyses), transaction opinions and valuations (fairness and solvency opinions, buy- and sell-side work), trust and estate tax valuations, litigation and dispute valuations (forensic accounting, economic damages, shareholder disputes, eminent domain), and specialized/complex valuations (intellectual property, real estate, structured finance, personal goodwill, succession planning). There is no proprietary software, API, or technology platform; deliverables are produced by HDH professionals using standard valuation methodologies and financial analysis.

HDH generates revenue through professional services fees on a project or ongoing advisory basis, priced per engagement rather than on a published rate card. Its go-to-market motion is sales-led and consultative, combining direct client outreach, a website-driven inbound channel, an active LinkedIn presence, and an established referral network of attorneys, accountants, and other advisors. Customer segmentation is horizontal and use-case-driven across the six service categories, with no named customers disclosed and no segment dominated by a single identifiable account.

Name

HDH Advisors

Legal name

HDH Advisors LLC

Website

https://hdhadvisorsllc.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

HDH Advisors LLC is a privately held, Atlanta-headquartered business valuation and litigation support firm with five U.S. offices delivering ESOP, tax, transaction, estate, litigation, and complex-asset valuation services to clients across nearly every industry.

Ownership category

akta.pro rank

Product category

Business Valuation Services

NAICS

Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHABAK

Business Valuation & Litigation Support

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYFSAEAHAN

ESOP & Equity Compensation Valuation (ESOP, options, warrants)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Valuation, Appraisal & Fairness Opinions

SECONDARYFSAEAHAF

Purchase Price Allocation (PPA) & Intangible Asset Valuation

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Valuation, Appraisal & Fairness Opinions

SECONDARYFSAEAHAI

Litigation & Dispute Valuation (damages, shareholder disputes)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Valuation, Appraisal & Fairness Opinions

SECONDARYBPAHANAB

Intangible Asset Valuation (IP, Brand, Customer, Technology)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Valuation, Appraisal & Forensic Services

Keywords

• Business valuation services
• ESOP valuations
• Litigation support
• Fairness opinions
• Financial advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Valuation and Consulting Services: HDH generates revenue through professional consulting engagements for valuation services. Services are delivered on a project basis or through ongoing advisory arrangements. Revenue is derived from fees for ESOP valuations, financial reporting valuations, transaction opinions, litigation support, and specialized complex valuations. The firm emphasizes quality deliverables and meaningful valuation insights as the basis for client relationships and ongoing referrals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

HDH Advisors is a professional services firm that delivers business valuation, litigation support, and financial advisory services across six practice areas: ESOP Valuation and Consulting, Financial Reporting and Tax Compliance, Transaction Opinions and Valuations, Trust and Estate Tax Valuations, Litigation and Dispute Valuations, and Specialized and Complex Valuations. Engagements are delivered by professional staff applying valuation methodologies and financial analysis to client assignments, sold on a project or retainer basis.

Product overview

HDH Advisors is a professional services firm offering a comprehensive suite of valuation and consulting services. Rather than a unified software platform, the company delivers specialized professional services including ESOP Valuation and Consulting, Financial Reporting and Tax Compliance, Transaction Opinions and Valuations, Trust and Estate Tax Valuations, Litigation and Dispute Valuations, and Specialized and Complex Valuations. These services are tailored to meet the specific needs of clients across various industries, with a focus on business valuation, litigation support, and strategic consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• ESOP Valuation and Consulting Annual ESOP valuations, fairness opinions, and repurchase obligation studies designed to support employee ownership goals for companies with Employee Stock Ownership Plans.
• Financial Reporting and Tax Compliance Corporate tax valuations, purchase price allocations (PPA), impairment testing, and stock-based compensation analyses to meet compliance needs for corporate finance and tax teams.
• Transaction Opinions and Valuations Fairness opinions, solvency opinions, and expert buy-side and sell-side valuations for companies engaged in M&A and other strategic transactions.
• Trust and Estate Tax Valuations Estate planning valuations, asset holding company valuations, and thorough discount studies to support wealth transfer and estate tax compliance objectives for high-net-worth individuals and families.
• Litigation and Dispute Valuations Expert valuations for shareholder disputes, family law matters, bankruptcy proceedings, and eminent domain cases, along with thorough forensic accounting and economic damages analyses to support litigation.
• Specialized and Complex Valuations Complex asset valuations covering intellectual property, intangibles, real estate portfolios, and structured finance, along with personal goodwill valuations and shareholder succession planning to support strategic client needs.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Andersen (Andersen Tax): Andersen is a global tax and valuation advisory firm with a US valuation practice covering ESOP, financial reporting, and transaction opinions. It competes with HDH for mid-market and enterprise mandates as part of a broader advisory platform.
• CohnReznick: CohnReznick is a top-tier US accounting and advisory firm with a valuation and litigation support practice that overlaps with HDH. It serves as a broader incumbent offering valuation as part of a wider advisory portfolio rather than as a pure-play valuation specialist.
• Moss Adams: Moss Adams is a major US accounting and consulting firm with a valuation practice covering ESOP, PPA, and transaction opinions. It competes with HDH on enterprise-level mandates but operates as a broad professional services firm rather than a valuation boutique.
• Houlihan Lokey: Houlihan Lokey is a global investment bank with a valuation and financial opinions practice that competes with HDH for fairness opinions, solvency opinions, and complex transaction valuations, particularly on larger enterprise mandates.
• Kroll (Valuation Services): Kroll is a global risk and financial advisory firm with a substantial valuation practice covering business, intangible asset, and litigation valuations. It competes with HDH on complex and high-stakes mandates while serving a much broader client base.

Direct peers

• Marshall & Stevens: Marshall & Stevens is a valuation and advisory firm offering ESOP, financial reporting, transaction, and litigation valuations. It competes directly with HDH in the mid-market valuation space with comparable service breadth.
• Mercer Capital: Mercer Capital is a business valuation and financial advisory firm specializing in ESOP valuations, litigation support, and transaction opinions. Its service mix, mid-market client base, and regional-to-national footprint closely mirror HDH's profile.
• VMG Health: VMG Health is a national healthcare-focused valuation and advisory firm providing business, real estate, and intangible asset valuations plus litigation support. It is comparable to HDH in service structure and delivery, though concentrated in healthcare.
• Stout: Stout is a US-focused financial advisory and valuation firm offering business valuation, ESOP, transaction opinions, and litigation support services. It directly competes with HDH across nearly every service category HDH offers, serving similar mid-market and enterprise clients.
• Business Valuation Associates (BVA): BVA is a dedicated business valuation firm providing ESOP valuations, financial reporting valuations, and transaction opinions. It is a direct competitor in the same niche valuation space, with a comparable US-centric professional services model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/hdh-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HDH Advisors