About

Beacon Equity Advisors is the premier firm dedicated to the transfer of closely held businesses in New England. We deliver educated, motivated and qualified buyers. Since 1985 Beacon Equity Advisors has worked on behalf of hundreds of business owners.  Our representation has enabled these owners to realize the true value of their company in this once in a lifetime transaction.  We bring together owners and buyers in a way that defines and enhances value, facilitates smooth transitions and enables company traditions to be carried on.

Beacon Equity Advisors is a professional firm dedicated to the valuation and sale of closely held businesses.  Each of the Beacon brokers owned, or was a part of a family owned business, prior to joining the Beacon team.  This experience provides them with an owner’s perspective in each negotiation. We work with business in a wide variety of industries. The diversity of our experience selling companies with revenues under $25,000,000 helps sell your company faster. Experience, education, and diversity is what makes us a trusted and respected part of the business community, and the perfect choice to represent you in the sale of your company.

DAVID HUMPHREY, CPA, CVA

President, Senior Broker

David A. Humphrey, President Beacon Equity Advisors, brings more than several hundred deals and nearly two decades of merger, acquisition, and business valuation experience to each of the firm’s clients.

Beacon work with Manufacturing, Distribution and Service companies too complicated for traditional business brokers, yet too small for investment bankers to give the business the attention it deserves.  Each business is unique and getting to know the business and the people behind it enables Mr. Humphrey to effectively represent them and craft a deal with custom fit. The firm has represented businesses ranging from cutting edge scientific instrument manufacturers to distributors of provisions used in daily living.  Examples of recent transactions can be found here.

Mr. Humphrey created Pothole Analysis ™, a customized review of 20 aspects of a business in the years leading up to the owners’ exit.  The objective of this analysis is to uncover areas where business operations could benefit from small changes to materially enhance the perception of a business from a buyers’ viewpoint, thus increasing value

Prior to Beacon Equity Advisors, Mr. Humphrey assisted hundreds of businesses achieve their goal of growing into successful, thriving companies, as owner and operator of a full service accounting firm.

Professional credentials include Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Licensed Real Estate Broker in the Commonwealth of Massachusetts and State of Rhode Island.  Mr. Humphrey is also the past president of Massachusetts Chapter of the NACVA, and is currently a board member of the State Chapter.

Mr. Humphrey will be publishing a Study of EBITDAs of publicly traded Micro-Cap companies to be an additional tool used in valuation and sale of closely held businesses.

Mr. Humphrey is a regular speaker at conferences, continuing professional education courses and other events on the sale of closely held business and increasing value in these companies.

Kevin R. Martin

Senior Broker

781.551.8000 ext. 102

Kevin R. Martin is a Senior Broker with Beacon Equity Advisors with the sale of over 100 businesses to his credit. During his fifteen years as a business broker he has developed an active, personal involvement with each client, enabling him to thoroughly understand the business and the people he is representing. Additionally, Mr. Martin’s background incorporates the appraisal of hundreds of businesses in a wide and diverse group of industries including: consumer and industrial manufacturing, printing, distribution, business and consumer services, and retail. Mr. Martin is an active tennis player and avid skier.

Jeff Muir

781.551.8000 ext. 104

Jeffrey S. Muir brings over 20 years of experience in financing M&A deals to Beacon Equity Advisors.  As a Vice President of Commercial Lending for a New England based bank, he assisted buyers of closely held companies raise capital for the initial acquisition and as they grew and expanded into larger facilities and new markets.  During his tenue he underwrote in excess of $100 million in commercial financing outside the bank’s traditional market area and actively managed a $40 million loan portfolio that featured manufacturers, high tech companies and professional service providers among many industries. The key to growing and maintaining the portfolio is understanding the business and its market.  His ability to quickly assess the deal and the players kept deals on track and moving towards closing.  Much of this success was due to cultivating personal relationships with company management and their advisors over many years. Mr. Muir is a member of the Gasson Society of Boston College, a Vice President of the Boston College Gridiron Club and the Treasurer of the Easton Youth Baseball League.  He enjoys coaching youth sports and playing golf. ______________________________________________________________________________

Jon Fudeman

781.551.8000 ext. 106

For over 37 years Jon has been a trusted advisor and consultant to hundreds of Manufacturing, Distribution and Service company business owners throughout New England.  As a partner in a highly respected Worcester CPA firm for the last 25 years, Jon worked regularly with business owners on issues ranging from startup formation and financing to succession planning and exit strategies, and everything in between.  Over the years Jon has successfully helped multitudes of clients transfer their business to the next generation, local entrepreneurs or corporations around the country. Jon has extensive experience with business appraisal having completed significant education in the subject, drafted countless opinion letters and served as an expert witness numerous times in depositions and court on the value of a business in the marketplace.