Our Tailored Services
Navigate your business toward sustainable growth with expert guidance and proven strategies.
HELMWISE WAYFINDER™ ASSESSMENTS
An Objective, Stern-to-Stern Review of your Strategy, People and Operations
OUR 3 STEP PROCESS:

BOARD THE SHIP
60-day observation, inspection, and evaluation of over 165 business elements.
CHECK FOR LEAKS
A comprehensive analysis.
CHART THE COURSE
Presentation of in-depth findings, including log of focused recommendations.

BOARD THE SHIP
CHECK FOR LEAKS
CHART THE COURSE
CHECK FOR LEAKS
A comprehensive analysis.
CHART THE COURSE
Presentation of in-depth findings, including log of focused recommendations.
60-day observation, inspection, and evaluation of over 165 business elements.
A comprehensive analysis.
Presentation of in-depth findings, including log of focused recommendations.
We’re Here to Guide You

As the Captain of your enterprise, perhaps armed with the focusing methodology from a Helmwise Cohort™, you ask the critical questions, kill off options, chart a direction, and set sail with an eager crew.
But the sea of business is unpredictable. As the waves of competition, the uncharted waters of change, and time itself lash against the hull, you may question whether the ship (enterprise) can survive another tempest, continue to unlock substantial ROI, and safely carry you to the next port or distant destinations. We’d love to show you how.
We’re Here to Guide You
As the Captain of your enterprise, perhaps armed with the focusing methodology from a Helmwise Cohort™, you ask the critical questions, kill off options, chart a direction, and set sail with an eager crew.
But the sea of business is unpredictable. As the waves of competition, the uncharted waters of change, and time itself lash against the hull, you may question whether the ship (enterprise) can survive another tempest, continue to unlock substantial ROI, and safely carry you to the next port or distant destinations. We’d love to show you how.
DEEP DIVE ENGAGEMENTS
No two ships, captains, or voyages are alike.
Past actions may not translate into future successes as sea conditions change, stretching the capabilities of both the Captain and crew.
Having seasoned business Captains by your side for guidance and wisdom in uncertain or unfamiliar times can bring confidence and growth. Helmwise Deep Dive™ Engagements are customized business development and operational offerings to pilot your ship to its next waypoint.
- Strengthen yourself and key leaders to ask the right questions at the right time and depth.
- Flesh out new business ventures and go-to-market strategies.
- Advise on business expansion through concise communications about value propositions that result in key business development advances.
- Model financial pro formas.
- Adapt and implement plans and processes to set the proper direction for your enterprise.
- Improve your crew’s talent advantage by quickly orienting, aligning, and starting reckoning in times of change.
- Identify intangible structural capital and other forms of capital to unlock the full capabilities of your enterprise!
- Prepare a company and help position it for an optimized exit on a timeline determined by the Captain.
DEEP DIVE ENGAGEMENTS
No two ships, captains, or voyages are alike.
Past actions may not translate into future successes as sea conditions change, stretching the capabilities of both the Captain and crew.
Having seasoned business Captains by your side for guidance and wisdom in uncertain or unfamiliar times can bring confidence and growth. Helmwise Deep Dive™ Engagements are customized business development and operational offerings to pilot your ship to its next waypoint.
- Strengthen yourself and key leaders to ask the right questions at the right time and depth.
- Flesh out new business ventures and go-to-market strategies.
- Advise on business expansion through concise communications about value propositions that result in key business development advances.
- Model financial pro formas.
- Adapt and implement plans and processes to set the proper direction for your enterprise.
- Improve your crew’s talent advantage by quickly orienting, aligning, and starting reckoning in times of change.
- Identify intangible structural capital and other forms of capital to unlock the full capabilities of your enterprise!
- Prepare a company and help position it for an optimized exit on a timeline determined by the Captain.
ON-SITE CLIENT EXPERIENCES
Guided Journeys & Transformative Engagements, Brought to You
At Helmwise, we provide on-site experiences tailored to your company’s unique needs, equipping your team with the mindset and tools to grow personally and professionally. We currently offer two impactful experiences—The Generous Living Experience and The Servant Leader Experience—designed to cultivate a culture of generosity and servant leadership within your organization.
Whether your goal is to foster a spirit of giving or empower leaders with a service-driven approach, these immersive sessions provide practical insights and inspiration to drive meaningful transformation.
Let us bring these experiences directly to you and help your team navigate a path toward lasting impact and success.
The Genorous Living Experience
BRAD FORMSMA, FOUNDER, I LIKE GIVING
The Generous Living Experience is an on-site session with Brad Formsma, founder of I Like Giving. This immersive experience equips your team with a culture of generosity that strengthens leadership, enhances workplace relationships, and fosters long-term success.
Whether at your office, a retreat, or a team gathering, Brad delivers in-person insights that make generosity a competitive advantage. Elevate morale, deepen impact, and infuse purpose into your business with this transformative experience.
The Generous Living Experience
BRAD FORMSMA, FOUNDER, I LIKE GIVING
The Generous Living Experience is an on-site session with Brad Formsma, founder of I Like Giving. This immersive experience equips your team with a culture of generosity that strengthens leadership, enhances workplace relationships, and fosters long-term success.
Whether at your office, a retreat, or a team gathering, Brad delivers in-person insights that make generosity a competitive advantage. Elevate morale, deepen impact, and infuse purpose into your business with this transformative experience.
The Servant Leader Experience
JOHN STAHL-WERT, FOUNDER & CEO, CENTER FOR SERVING LEADERSHIP
The Servant Leader Experience is an on-site session with John Stahl-Wert, Founder & CEO of the Center for Serving Leadership. This immersive experience equips your team with the principles of servant leadership, empowering them to lead with purpose and drive meaningful impact.
John provides strategies to help leaders serve first, build trust, and elevate those around them. Foster a culture of growth, strengthen team dynamics, and unlock the full potential of your organization through this powerful leadership journey.
The Servant Leader Experience
JOHN STAHL-WERT, FOUNDER & CEO, CENTER FOR SERVING LEADERSHIP
The Servant Leader Experience is an on-site session with John Stahl-Wert, Founder & CEO of the Center for Serving Leadership. This immersive experience equips your team with the principles of servant leadership, empowering them to lead with purpose and drive meaningful impact.
John provides strategies to help leaders serve first, build trust, and elevate those around them. Foster a culture of growth, strengthen team dynamics, and unlock the full potential of your organization through this powerful leadership journey.