David Humphrey, CPA, CVA

President, Senior Broker

Beacon works 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 on the firm website at www.BeaconEquityAdvisors.com/Done-Deals.

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.