Helm brings senior financial leadership to organizations at pivotal moments: whether preparing for a transaction, building infrastructure to scale, or right-sizing the systems that fuel growth. Clients work directly with senior advisors throughout every engagement.
Ongoing financial leadership embedded in your business. Helm operates as your finance executive, attending leadership meetings, managing the close, owning the reporting, and serving as the finance leader your team and board can rely on.
This is right for you if
You've outgrown your current finance function but aren't ready for a full-time CFO
Your board, investors, or lenders need credible, timely financial reporting
You need a senior finance leader who will actually do the work, not just advise
Your business is in a period of growth, transition, or increased complexity
What's Included
Board and management reporting packages
Financial close management and oversight
Cash forecasting and day-to-day cash visibility
Audit preparation and support
Investor, lender, and JV reporting packages
Grant management and compliance
Budget development and variance analysis
Performance dashboards and financial storytelling for leadership
Preparing for a sale, recapitalization, or ownership transition requires more than clean books. Buyers and investors expect a finance function that can answer hard questions quickly, withstand diligence scrutiny, and tell a coherent financial story. Helm helps you build that before you need it.
This is right for you if
You are preparing for a sale or investment in the next 1–3 years
You have investor interest but your financial reporting isn't ready
You want to maximize value by resolving issues before they surface in diligence
You need an advisor who has managed M&A from both sides of the table
What's Included
Financial reporting gap assessment and remediation
Data room preparation and financial package development
Internal controls framework development
Sell side exit readiness
M&A due diligence support (buy-side and sell-side)
Qualitative operational assessments
EBITDA normalization and financial narrative development
Scaling a business means outgrowing the systems and processes that got you here. Helm leads end-to-end finance and accounting transformations, from system selection and implementation through process design, controls, and team capability building, so your infrastructure grows with you.
This is right for you if
Your current systems can't support the next phase of growth
You have completed an acquisition and need to integrate finance operations
You are implementing a new ERP and need experienced project leadership
Your finance function lacks the controls a buyer or auditor would expect
What's Included
ERP and accounting systems selection and implementation
End-to-end process optimization and redesign
Risk assessment and mitigation planning
Internal controls and compliance program development
Standard operating procedures (SOPs) documentation
Post-acquisition system and process integration
Team training and change management support
The financial analysis and executive-level advisory that connects your numbers to your decisions. From long-range modeling to capital strategy to board presentations, Helm provides the analytical rigor and clear communication that helps leadership teams move forward with confidence.
This is right for you if
You need financial modeling that informs real strategic decisions
Your board or investors expect a sophisticated financial narrative
You're evaluating a capital raise, refinancing, or acquisition
You want a finance partner who translates numbers into business direction
What's Included
Long-range financial modeling and scenario analysis
Strategic budget development and alignment
Pro forma and forecast creation
Performance metrics: defining what to track and building the tools to track it
Capital planning and preparation for debt or equity conversations
Executive and board-level presentation development
Business valuation support and benchmarking
Every engagement is structured to fit the work, not a standardized package. Clients work directly with senior advisors throughout.
An ongoing embedded engagement with a defined number of hours or days per month. Best for organizations that need consistent financial leadership and a finance executive who knows the business deeply over time.
A defined scope with a clear start and end. Well-suited for system implementations, exit readiness, diligence support, or a specific transformation initiative with a defined deliverable.
Full-time or near-full-time engagement for a defined period, typically during a leadership gap, a high-stakes transition, or an accelerated project requiring intensive involvement.
Start with a conversation. We'll assess your situation and tell you directly how Helm can help or whether you need something different.