• Welcome!

    We are a boutique Corporate Financial Management company that will help you, the business owner, maximize the value of your business by monitoring and analyzing the financial performance and the investment opportunities of your business, to help you make intelligent business decisions.

Who do we help?

All corporate business owners.
Period.

Small corporate business owners (typically means corporations of 1 to about 100!) are the people we can best support in helping to improve their overall business management and maximize the value of their business.

We are happy to be a team member supporting bigger companies too.

And as a Canadian based firm, Helden Wealth Corp. has the insights and specialized knowledge for adding that extra degree of value to the owner(s) of a CCPC (Canadian-controlled private corporation).

Generally speaking, a corporation will qualify as a CCPC if it is not controlled directly or indirectly, by a public corporation, non-residents, or a combination of the two.

CCPCs and their owner(s) are governed by unique tax laws that can be leveraged to maximize the value they offer their owner(s). Read more here.

How do we help?

Through intelligent Corporate Financial Management.

The primary goal of Corporate Financial Management is to maximize or increase shareholder value in congruence with the organization’s long-term goals through the efficient allocation of all the resources of a corporation.

Helden Wealth Corp. provides you intelligent Corporate Financial Management support with:
  • 1

    Planning the financial aspects of your business to best support your goals

  • 2

    Analyzing and assessing your company’s performance

  • 3

    Capital structure management so your company is appropriately financed

  • 4

    The required actions that support you to increase the value and accomplish the objectives of your company.

Helden Wealth Corp. understands that all stakeholders need to be considered in order to make intelligent investment decisions
that result in creating win-win solutions for long-term value creation.

Mission Statement

“Helden Wealth Corp. will continuously work to be revered as a premium Corporate Financial Management services brand, by offering a holistic approach to intelligent and effective Corporate Financial Management strategies that best serve the owner’s goals.”

Our Key Corporate Services

We divide our services into the key areas that all companies need to varying degrees, supporting the framework for a productive business cycle:

Planning

Strategic business planning is necessary to determine what your business will look like, both to you and your clientele…

read more

Designing

Designing the way your business plan will be put into action is creating the architecture of how you will operate to maximize the value of your company…

read more

Implementation and Execution

Put your plan into action the way you designed it, to achieve your listed goals through your designed process. This phase is the actions you do to reach your goals…

read more

Monitoring

Monitoring is a key function needed to track the progress towards your goals set out in the planning stage…

read more

Analyzing

This phase is about compiling and reviewing the valuable information that you gathered about your company in the monitoring phase so that you can quantify the results of your company’s performance…

read more

A Conversation with Helden Wealth

Sign up here for some valuable conversations with Helden Wealth. We will cover many business topics that will provide you with valuable truths and insights about the financial management of your business.

The contact information you provide us will never be shared with any third party without your prior authorization.

Factors Affecting the Company’s Market Value

External EnvironmentStrategic DecisionsFinancial ManagementCompany Value

External Environment:

  1. Financial markets
  2. Government rules and regulations
  3. Tax structure
  4. Competitors
  5. General business conditions
  6. World economy
  7. Other; Social, local and international factors

Strategic and Policy Decisions Controlled by Management:

  1. Types of products and services offered
  2. The size and quality of the market opportunities for the offerings
  3. Marketing & production systems
  4. Investment policies
  5. Debt levels
  6. Dividend policy
  7. Working capital policies
  8. Employee, management and supply chain policies

Financial Management:

  1. Acquisition of resources
  2. Financing the resources
  3. Management of resources

The Resulting Value of the Company:

  1. Assessment by the financial markets of the riskiness of the company’s cash flows, management and brand quality all contribute to the valuation assigned to the company’s equity
  2. The Value of the Equity = Financial Value + Brand Value + Other Intangible Value
  3. Total Value of the Company = Value of the Equity + Value of the Debt

Functions of Financial Management

  • Estimation of capital requirements

    A finance manager must make estimations with regards to capital requirements of the company. This will depend upon expected costs and profits and future programmes and policies of a concern. Estimations should be made in an adequate manner which increases earning capacity of company.

  • Determination of capital composition

    Once the estimations have been made, the capital structure must be decided. This involves short-term and long-term debt and equity analysis. The capital composition will depend upon the company’s policies, current cash flow, expected future cash flows and the amount of cash retained by the company, as well as any additional funds required by the company.

  • Choice of sources of funds

    For additional funds required, a company has many choices like:

    1. Issue of additional common shares, bonds and debentures
    2. Issue of preferred shares
    3. Issue of bonds and debentures
    4. Loans from banks
    5. Non-traditional financial institutions
    6. Private and or family sources

    Choice of factor will depend on relative merits and demerits of each source and period of financing desired.

  • Investment of funds

    The finance manager must decide how to allocate funds into profitable ventures so that there is safety on investments and regular returns are possible and probable.

  • Distribution of surplus funds

    The finance manager plays a key role in the decision of how to distribute the business’s net profits. This will be done in two ways:

    • Retained profits – Identifying the amount retained by the business will be decided by the results of the capital budgeting process, which will depend upon the expansion, innovation and diversification plans of the company.
    • Dividend declaration – Identifies the rate of dividends to be declared for shareholders, whether or not to repurchase the company’s stock through a share buyback program. and other benefits, like bonuses.

  • Management of cash

    The finance manager must make decisions with regards to cash management. Cash is required for many purposes like payment of wages and salaries, payment of electricity and water bills, payment to creditors, meeting current liabilities, maintenance of enough stock, purchase of raw materials, etc.

  • Financial controls

    The finance manager has not only to plan, procure and utilize the funds but must also exercise control over finances. This can be done through many techniques like ratio analysis, financial forecasting, cost and profit control, etc.

Do you have something you would like to discuss with us?

You can contact us by phone or use the email form below to start discussing the best way to maximize the value of your business.

Vancouver: 778 369 1112
Toll Free: 833 369 1112

Contact Us