Fractional CFO & Financial Advisory
The financial leadership your business deserves.
Without the full-time cost.
AlliedHelm provides senior-level CFO expertise to mid-market companies — on a fractional basis. We work alongside your leadership team to drive financial clarity, operational discipline, and long-term value.
What We Do
Four disciplines. One integrated team.
Fractional CFO
Senior financial leadership integrated into your team — without the overhead of a full-time hire.
Financial Operations
Streamlined reporting, forecasting, and controls that give you a clear picture of where you stand.
M&A Advisory
Transaction support from due diligence through close — buy-side, sell-side, and everything between.
Strategic Planning
Annual planning, scenario modeling, and board-ready financial narratives that drive decisions.
Who We Serve
Built for companies at inflection points.
Portfolio companies that need financial infrastructure without waiting for a full-time hire.
Operators who've outgrown their current finance function and need a trusted senior partner.
Organizations navigating a merger, acquisition, leadership change, or rapid growth phase.
Companies building the financial story and operational readiness that buyers and investors expect.
How We Engage
A structured process. No surprises.
We start with a structured conversation about your business, your goals, and where the gaps are.
We define the engagement — scope, cadence, and deliverables — so expectations are clear from day one.
We embed with your team, learn your systems, and begin delivering within the first two weeks.
We stay close — monthly reporting, board prep, and strategic counsel as your business evolves.