MEPC May Event at the Cumberland Club - Business Sale Planning
Business Sale Planning
Crucial questions I wish I'd had answers to before my client asked: ‘How do I sell my business?’”
Join the Maine Estate Planning Council on Thursday, May 16, 2024, as we welcome two experts for a discussion on the answers to crucial questions from clients ahead of selling a business.
Our Experts
Joel T. Redmond, CFA, CFP, EA
Key Family Wealth – Business Advisory Services
Senior Director, Family Wealth Consulting, National Practice Lead, Enterprise Scenario Analysis
As a Consulting Director for Key Family Wealth’s Business Advisory Services unit, Joel T. Redmond is responsible for collaborating with KPB’s field and Family Wealth teams to serve the transition advisory needs of private business owners in their pre-transition, mid-transition, and post-transaction phases. He also works closely with the KFW team on serving the wealth advisory needs of UHNW clients nationwide.
Joel earned a BA in English and General Literature from Binghamton University. He is a Certified Financial Planner® certificant, holds the Chartered Financial Analysis designation through CFA Institute, is accredited in business valuation by the AICPA, and is an IRS Enrolled Agent. He is a director and past President of the CFA Society of Rochester, a CFP Board Ambassador, an award-winning blogger, and the author of multiple finance publications.
Erik Olson
BerryDunn Valuation Services Group
Senior Manager and Transaction Advisory Services Lead
Erik Olson is a senior manager in BerryDunn’s Valuation Services Group. Erik leads the firm’s Transaction Advisory Services practice and delivers quantitative horsepower and strategic counsel to clients who need to design, develop, and deliver on many types of strategic investment activities, corporate finance transactions, and M&A initiatives.
Erik has a 20-year career transacting with companies in both debt and equity markets with a focus on project finance, M&A, and growth capital. Day to day, Erik provides strategic advice to companies, business owners, and investors regarding growth through acquisition, capital structuring and raising, and other bespoke transaction advisory services where complexity and capital intersect.
Erik holds a MBA from the University of Maine, and a Bachelor of Science from Maine Maritime Academy.
