Redpath Insights

Redpath Hires EGT and M&A Service Area Leaders

by Redpath and Company

St. Paul, Minnesota (October 5, 2020) โ€” Certified public accounting firm Redpath and Company, Ltd. (Redpath) has hired Jonathan Fortin, J.D., as director of the estate, gift, and trust tax service area, and Joe Hellman, CPA, as director of the transaction advisory service area.

Jonathan Fortin brings over twenty years of experience in individual tax services and wealth management planning to the firm. He helps clients identify their specific wealth transfer goals and designs plans to effectively transfer their wealth while minimizing estate, gift, and income tax.

"Jonathan Fortin is a great addition to our tax service team," said Gloria McDonnell, tax partner.

"With his experience, he will be able to assist our clients with not only their current needs but will be able to assist them with long-term planning to help them achieve their business and personal goals."

Joe Hellman brings diverse experience in accounting and financial leadership roles, including progressive roles providing public accounting and consulting services to both public and private companiesโ€”including private equity-owned entities. He also has experience across a variety of industries including manufacturing, healthcare, construction, consumer products, distribution, financial services, and energy.

His experience in performing buy-side and sell-side due diligence, working capital analysis, carve-outs, industry roll-ups, financial modeling, purchase agreement, and operational improvement has been instrumental in his ability to be a trusted advisor to his clients.

As the practice leader of Redpathโ€™s transaction advisory services area, Joe is responsible for the quality, execution, strategic direction, and growth of Redpathโ€™s practice.

โ€œWe are excited to have Joe join the Redpath team. With him leading the transaction advisory services area, we will be able to serve our clients' needs at an even higher level than in the past,โ€ said Mark Gibbs, Redpath's managing partner.

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Redpath and Company

Redpath and Company

Redpath helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. Areas of service expertise include audit and attest; personal, business, and international tax; accounting services; entity structuring; mergers and acquisitions; valuations; succession and estate planning; state and local tax; and sales and use tax. The firm was founded in 1971 and is 100% employee owned (ESOP). With offices located in downtown St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Twin Cities with over 180 employees. Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit redpathcpas.com.