Joe Hellman, CPA

Joe Hellman is a partner leading the Transaction Advisory Services practice at Redpath and Company. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments on both buy-side and sell-side transactions. Joe has experience across a variety of industries including manufacturing, healthcare, construction, consumer products, distribution, financial services, and energy. He has provided public accounting services since 2008 and joined Redpath and Company in 2020.

Real-Life Lessons from Deal Leaders: How to Mitigate Risk in an M&A Transaction

Mergers and acquisitions create opportunity. They also introduce risk at every stage of the...

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Risk in M&A: The Questions That Matter More Than Price

In most M&A conversations, risk can be oversimplified too quickly. Buyers ask, “What if we...

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Selling Your Business: Are You Truly Prepared?

Most business owners focus on getting their financials ready for sale. That is only half the...

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Tariffs and M&A Strategy: What Business Owners Need to Know

As leader of Redpath's Advisory Services practice, I speak regularly with business owners...

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Navigating M&A Uncertainty: How Evolving Policies Could Impact Your Next Deal

The following article is intended for informational purposes only. It is not meant to be taken as...

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Potential Red Flags in a Quality of Earnings Report

Every M&A transaction is different, but all are complicated. Ultimately, you want to ensure the...

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Net Working Capital in an M&A Transaction

The purchase price in an M&A transaction is often thought about as the enterprise value, which is...

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Is Your Company an A Asset?

Anyone who has founded and successfully built a business has good reason to take pride in that...

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How to Prevent M&A Deal Fatigue

August 11, 2022 - While the quality of assets and the business remain the primary focus in mergers...

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Best Practices for Approaching the Closing Table in the M&A Process

Mergers and acquisitions are not “business-as-usual” financial transactions. There is a lot at...

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Three Things to Know About Selling Your Business Before You Do It

March 25, 2021 - "Should I sell my business?" It's a question every owner asks themselves sooner or...

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The Impact of Uncertainty on Mergers and Acquisitions

November 2, 2020 - If there's one thing that's certain, it's that "uncertainty" has been the...

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