Brad Holman
Helping Business Owners Exit With Confidence | Strategic Advisor | M&A | Empowering Founders to Sell Smart
- Role
- Senior Advisor at Viking Mergers & Acquisitions
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brad Holman
Why do some business owners transition with clarity, confidence, and value — while others…
Experience
Senior Advisor
Apr 2025 — Present · Raleigh, NC, US
Education
The American College of Financial Services
Life Underwriter Trade Certified Fellow (LUTCF) Designation
2009 — 2011
Skills
- Marketing
- Project Planning
- Leadership
- Philanthropy
- Business Planning
- Estate Planning
- Public Speaking
- Investments
- Financial Services
- Retirement
- Sales
- Management
- Team Building
- Retirement Planning
- Event Planning
- Networking
- Life Insurance
- Finance
- Training
- Social Media
- Financial Advisory
- Strategic Planning
- Financial Analysis
- Customer Service
- Charity Work
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