Helix Advisors LLC
financial, valuation & transaction advisory services
About Us
Financial Services
Transaction Services
Transaction Services
- Interim/fractional CFO consulting
- Strategic planning and budgeting
- Evaluation of business opportunities
- Business process optimization
- Cost rationalization/optimization
- Compensation/benefits planning
- Evaluation of healthcare plans
- Risk management
- Capitalization tables
- Internal controls
- Financial reporting/dashboards
- SEC filings
Transaction Services
Transaction Services
Transaction Services
- Debt and equity fundraising
- Liquidity event planning and execution - IPO or private strategic/financial sale
- Buy and sell-side financial due diligence
- Post M&A integration
Valuation Services
Transaction Services
Valuation Services
- Financial reporting - goodwill impairment valuations (ASC 350), purchase price allocation valuations (ASC 805), stock comp valuations (ASC 718)
- Tax - 409a valuations, estate and gift valuations
- M&A - buy/sell agreement valuations, pre/post money valuations, SBA loan valuation