PRESS RELEASE: Official Acquisition Announcement

For Immediate Release

WALKER ADVISORY ACQUIRES HELMING & COMPANY, P.C.

Walker Advisory, LLC today announced the acquisition of Helming & Company, P.C., a distinguished firm of business advisors and certified public accountants based in Wallingford, CT. This strategic move underscores Walker Advisory’s dedication to delivering top-notch financial and advisory solutions by merging established strategies and in-depth accounting expertise with cutting-edge technology and insights.

The acquisition of Helming & Company positions Walker Advisory to elevate its offerings in concierge services, advisory services, and tax services. The firm will adopt advanced accounting software and prioritize transparent, up-front pricing models. This merger broadens Walker Advisory’s current services and allows the firm to leverage the renowned forensic and litigation services Helming & Company is nationally recognized for.

Key Highlights of the Acquisition:

1. Expanded Team of Experts: The acquisition will integrate a team of seasoned accounting and consulting professionals into Walker Advisory, enhancing efficiency and fostering profitable client relationships.
2. Enhanced Litigation and Forensic Services: Walker Advisory will incorporate the extensive litigation and forensic expertise of the Helming Team into its comprehensive service offerings.
3. Increased Growth Opportunities: Clients will gain immediate access to a larger pool of professional experts. The combined team will utilize improved time and cost efficiencies along with advanced technology to better serve clients.

“We are excited to announce this acquisition after significant efforts from both sides,” said Dylan Walker, CEO. “This acquisition not only broadens our firm’s capabilities but also reinforces our leadership in the public accounting and business advisory sectors. It provides our existing and prospective clients with a distinct advantage in making well-informed, profitable decisions.”

Carl Helming, founder of Helming & Company in 1986, added, “After careful consideration of several opportunities, we chose Walker Advisory for their alignment with our values, commitment to excellence, and forward-looking vision. Our team is committed to continuing the high-quality service our clients have trusted for decades and eagerly anticipates the exciting challenges ahead.”

With this acquisition, Walker Advisory and Helming & Company are poised to create an even stronger foundation for client success and growth.

The combined Helming & Company, P.C. and Walker Advisory business remains one of Connecticut’s premier firms of business advisors and certified public accountants.  The Firm specializes in business analysis and profit improvement, business valuations, litigation support, information technology and professional accounting and tax services.