The Transaction Abstract Podcast

The Transaction Abstract by Redpath and Company is hosted by Joe Hellman, Partner, CPA, and M&A Advisory Practice Lead and covers all things M&A—providing you with a comprehensive acumen and insightful conversations. Special guests include experts from the world of investment banking, private equity, family offices, search funds, angel investors, attorneys, corporate development officers, and other M&A advisors. Learn from the experts on all aspects of M&A—because buying or selling a business shouldn't be trial by fire. From Redpath and Company, an accounting and advisory CPA firm based in Saint Paul, Minnesota.

The Transaction Abstract Podcast is a business podcast hosted by Joe Hellman, with 64 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Joe Hellman hosts The Transaction Abstract Podcast, a business show with 64 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The Transaction Abstract Podcast

  What Does a Sell-Side M&A Advisor Do? A Clear Guide for Business Owners

  Jun 4, 202620 minS0

  <p >In this episode of The Transaction Abstract Podcast, we revisit a foundational part of the M&A process that is often misunderstood yet plays a direct role in value and outcomes: the M&A advisor.</p> <p >Redpath's Joe Hellman sits down with Mike Hirschberg from Franklin Partners to break down what an advisor actually does in a sell-side transaction. With experience across middle-market investment banking and closely held business transactions, Mike shares a practical view of how advisors help owners navigate one of the most important decisions they will make.</p> <p >From early-stage planning to running a...

  ListenShow Notes
• 

  The Transaction Abstract Podcast

  Integration Planning in M&A: Where Value Is Realized or Lost

  Apr 23, 202618 minS0

  <p >In this episode of the Transaction Abstract Podcast, we focus on a part of the M&A process that doesn't always get enough attention but ultimately determines whether a deal delivers on its promise: integration planning.</p> <p >Redpath's Joe Hellman sits down with Joe Hagen, founder of 29th Street Advisors, to talk through what it really takes to turn deal strategy into execution. With experience spanning corporate roles at Target and U.S. Bank, as well as consulting work at RSM and Slalom, Joe brings a practical perspective on how integration planning unfolds.</p> <p >From early involvement...

  ListenShow Notes
• 

  The Transaction Abstract Podcast

  The Role of Tax Planning in M&A: Understanding QSBS

  Mar 24, 202619 minS0

  <p >In this episode of The Transaction Abstract Podcast, Joe Hellman sits down with Ashlyn Gray, a Tax Senior Manager in Redpath's Transaction Advisory Services practice, to discuss Qualified Small Business Stock (QSBS) and why it can play an important role in transaction planning.</p> <p >QSBS, governed by Section 1202 of the tax code, can allow certain founders and investors to exclude a significant portion of capital gains when selling qualifying stock. While valuation and deal structure often dominate M&A conversations, tax strategy can also have a meaningful impact on the final outcome.</p> <p >Ashlyn explains how QSBS...

  ListenShow Notes
• 

  The Transaction Abstract Podcast

  From Searcher to Operator to Investor: Lessons in Ownership

  Feb 24, 202620 minS0

  <p >In this episode of The Transaction Abstract Podcast, Redpath's Joe Hellman sat down with Rob Cherun, founder and managing partner of Legate Partners, to talk about what ownership really requires and how the search journey shapes better operators and investors.</p> <p >Drawing from his experience building and scaling a business to nearly 2,000 employees before exiting and returning as an investor, Rob shares how grit, accountability, and hands-on leadership define long-term success far more than credentials or deal structure.</p> <p >In this episode, you'll hear insights on:</p> Why ownership is a long-term commitment, not a shortcut What...

  ListenShow Notes
• 

  The Transaction Abstract Podcast

  The Best M&A Deals Start Long Before the Deal: A Conversation on Networking, Trust, and Playing the Long Game

  Jan 22, 202622 minS0

  <p >In this episode of The Transaction Abstract Podcast, Joe Hellman sits down with Lee Koury, Managing Director at Smart Business Network, to talk about the role networking really plays in M&A and business transitions.</p> <p >Drawing from decades of experience building relationships with founders, CEOs, and investors, Lee shares how trust, transparency, and long-term connection shape better outcomes... often long before a deal is ever discussed.</p> <p >In this episode, you'll hear insights on:</p> Why the strongest M&A outcomes are built on relationships, not transactions How long-term networking creates trust that carries deals through...

  ListenShow Notes

Recent guests on The Transaction Abstract Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.