BECOMING HELMWISE
A seasoned business Captain has sailed through calm waters, choppy seas, and treacherous straits, gaining valuable insights through their experiences. However, another level awaits. The tempests of today and tomorrow will not demand that the Captain has more answers but rather that they are adept at asking the right questions, at the right time, and at the right depth. They recognize that the Information Age requires of them the lens of timeless wisdom; that they need the core disciplines and the disposition of a "Helmwise Captain."
OUR SERVICE OFFERINGS
Helmwise Cohort™
Experiences
Helmwise Cohort™
A three-day growth experience with other select Captains to acquire the essential framework to plan business voyages, see danger, adjust course, and navigate to success.
Learn More
Wayfinder
Assessments
Wayfinder Assessments
A comprehensive evaluation and analysis of all aspects of a vessel (business) to validate the seaworthiness of its strategy, operations, and people components.
Start Discovery
Deep Dive™
Engagements
Deep Dive™ Engagements
A customized guidance and wisdom solution to ready the Captain, crew, and ship to navigate current squalls or safeguard against future storms.
Dive In
EXCERPTS FROM THE CAPTAIN’S JOURNAL
Join our mailing list to receive writings from our captain’s journal each month
OUR LEADERSHIP
With over a century of combined experience in enterprises of all sizes, we believe in multiplying the blessings that experience has bestowed on us by sharing our knowledge, wisdom, and insights to minimize shipboard turbulence and bring peace of mind to business Captains. We, along with carefully selected Helmwise Fellows, partner with sea-worn leaders to remove dysfunction, scale their operations, and galvanize and preserve their cultures so they may serve others.
OUR
LEADERSHIP
With over a century of combined experience in enterprises of all sizes, we believe in multiplying the blessings that experience has bestowed on us by sharing our knowledge, wisdom, and insights to minimize shipboard turbulence and bring peace of mind to business Captains. We, along with carefully selected Helmwise Fellows, partner with sea-worn leaders to remove dysfunction, scale their operations, and galvanize and preserve their cultures so they may serve others.
WHAT PEOPLE
ARE SAYING
"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."
Alan HahnCEO, Iron Academy 
"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."
Jordan HallEntrepreneur, Thought Leader 
"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."
Bill CooperCEO | Executive Mentor | "Behind the Scenes" Leader 
"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."
Drew FormsmaCMO, I Like Giving 
"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."
Kevin CurryPresident, Penmarc Inspired Spaces 
"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."
John StixCo-Founder & Chief of Staff, Fibernetics 
"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."
Mike MeredithProfessor, Kenan-Flagler Business School at UNC-Chapel Hill 
"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."
Bill MarshBusiness Owner 
"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."
Dan CalhounCo-Founder & CEO, Purple Crow 
"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."
Andrew PeipersMember of Family Office & Trust Services Professional 
"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."
Don Stohrer, Jr.CEO, Arla Foods USA 
WHAT PEOPLE ARE SAYING
"The Helmwise Cohort exceeded my expectations, pushing leaders into deep, strategic thinking essential for today’s business landscape. Every detail, from session transitions to curated materials, reflected professionalism and intentionality."
Alan HahnCEO, Iron Academy
"Helmwise offers a rare blend of virtue and practicality, drawing from extensive business experience. Their approach helps leaders navigate challenges while building ethical and effective ventures."
Jordan HallEntrepreneur, Thought Leader
"Having led advisory boards for CEOs and business owners, I believe the Helmwise model is uniquely superior. As a business owner, I know firsthand how vital it is to have Helmwise in your corner while navigating leadership challenges."
Bill CooperCEO | Executive Mentor | "Behind the Scenes" Leader
"Every leader needs to attend the Helmwise Cohort! The wisdom shared is brilliant, insightful, and game-changing."
Drew FormsmaCMO, I Like Giving
"Helmwise deeply understands leadership challenges and provides tailored coaching to executives. Their expertise enhances strategic thinking, decision-making, and communication."
Kevin CurryPresident, Penmarc Inspired Spaces
"With over 30 years as a business captain, I’ve never experienced such a powerful combination of engagement, trust, and relevant insights. The Helmwise Cohort profoundly influenced my leadership and business strategy."
John StixCo-Founder & Chief of Staff, Fibernetics
"The Helmwise Cohort was a knowledge-rich experience blending methodologies, best practices, and hands-on exercises. Engaging with speakers and participants made it both insightful and highly valuable."
Mike MeredithProfessor, Kenan-Flagler Business School at UNC-Chapel Hill 
"Helmwise provides an analytical framework that is both rigorous and action-focused. Their approach delivers fresh insights into leadership, people, and the future of organizations."
Bill MarshBusiness Owner
"The Helmwise Cohort experience was truly significant and exceeded my expectations. I’m grateful to be part of this thoughtful and dynamic community of business Captains."
Dan CalhounCo-Founder & CEO, Purple Crow
"Helmwise combines technical expertise with deep care and passion for shaping business leaders. I continue to connect with my Cohort and the broader Helmwise community for ongoing mentorship."
Andrew PeipersMember of Family Office & Trust Services Professional
"Attending the Cohort was a transformative experience. The one-on-one time provided clarity and new insights that were incredibly valuable."
Don Stohrer, Jr.CEO, Arla Foods USA
NAVIGATE AT
THE NEXT LEVEL
At Helmwise, we’re passionate about helping enterprise Captains navigate an ever-changing seascape. We understand that growth can be both exhilarating and challenging — and that’s why seasoned guides, time-tested principles and a community of peers can provide valuable insights and approaches.
Are you navigating to new horizons? With Helmwise, you might expedite and improve the voyage.
Are you navigating to new horizons? With Helmwise, you might expedite and improve the voyage.