We Sell Exceptional Businesses for Premium Values
By Telling Strategic Stories

David Humphrey CPA, CVA

President, Senior M&A Advisor

David A. Humphrey, CPA, CVA brings over a quarter century of experience as a deal maker, business owner, accountant (CPA) and business appraiser (CVA) to the firm's clients.  Since acquiring Beacon in 1997, David has successfully completed numerous multi-million dollar transactions with entrepreneurs, private equity and publicly traded corporations, including one transaction which touched five continents.  

In addition to owning Beacon, David was a partner in Star Engineering, a leading manufacturer of populated circuit boards and wire harnesses for the high tech, military and medical industry manufacturers.

David believes by telling better stories, owners receive better offers for their business.  Business owners know their business inside and out and why their business is a good solid company that has substantial value.  Beacon helps the owner tell their story and convey this value to buyers, their advisors and bankers.

David created the highly successful Pothole Analysis™ program at Beacon, a customized review of 43 aspects of a business which an owner can address in the years leading up to an exit to enhance value.

Representative Transactions:

Advisor and senior dealmaker to the owners of an automotive aftermarket accessory business with 55 employees, servicing over 100 dealerships in New England. Company sold to a Private Equity buyer from Boston.  Deal also included potential additional payments as the business grew and board seat for the owner with the new company.

Advisor and senior dealmaker to the owners of a professional audio recording equipment distributor.  Business sold product to many leading recording artists including installing complete recording studios in the homes of Keith Richards and Céline Dion.  The company was sold to an entrepreneurial buyer who was professional singer / songwriter.

Advisor and senior dealmaker to the stockholders of a Health Care software billing system which incorporates the health care insurance reimbursement contract into the software so the user will know exactly what the actual reimbursement rate will be for the service provided. Initial users of the systems were able to capture millions of dollars in additional revenues from insurance companies.  Business was sold to a competitor in an all cash transaction at a very favorable multiple.

Licenses and Designations:

  • CVA – Certified by the National Association of Certified Valuators and Analysts
  • CPA – Certified Public Accountant licensed by the Commonwealth of Massachusetts
  • Real Estate Broker – Licensed by the Commonwealth of Massachusetts and State of Rhode Island

Professional Memberships:

  • National Association of Certified Valuators and Analysts
  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Provisors, Boston
  • USA 500
  • The Exit Planning Exchange, Boston

Contact David today so he may discuss the opportunity to value, market and sell your business.

David Humphrey

Direct: 781-352-4255

Email: david@BeaconEquityAdvisors.com

Twitter: @beacon_humphrey

LinkedIn Profile: https://www.linkedin.com/in/davidahumphrey/

Mr Humphrey has recently published his second book, Think Like a Buyer, a compilation of stories, examples and concrete suggestions for business owners preparing their company for sale.  Click Here to request your complimentary copy.  

Mr. Humphrey is a regular speaker at conferences, continuing professional education courses and other forums on the sale of closely held businesses and increasing company value.

Click Here to Download David's Speaker Biography.