Eddie Davis CPA CVA

Harvest Business Advisors

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harvestbusiness.com


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9520 Berger Road Suite 212,
Columbia, Maryland 21046 (View Map)

Affiliated Broker
Harvest Business LLC

About the Company

Harvest Business, LLC "Creates Opportunity and Builds Value" for Business Owners. Our combination of experience, systems, and hard work produce the most profitable results possible for our business brokerage clients. We provide fast, reasonably priced, and accurate business valuations when you really need the correct value.

Greg Caruso, Esq., CPA, CVA
Partner
609-664-7955

Eddie Davis
Partner
301-325-7687

Richard Stopa
Partner
703-307-1187

Glenn Molin D.C., MBA
Senior Business Intermediary
540-287-1776

Broker Biography

Introduction

Education: University of Maryland, College Park MD

Professional Licenses: Cerified Public Accountant (MD), Certified Valuation Analyst, Real Estate Agent, Certified as an expert witness in MD, PA and CO

Background: A variety of experience including:
* Principle of an accouning practice, prepared financial reports and tax returns
* General manager for an international distribution company with management responsibilities for a $60m operation
* Manager, financial reporting for Federal Home Loan Mortgage Corporation
* Accountant / Financial reporting, Howard County Public School System
* Accountant, public accounting firm

Activities:
* Howard County Business Club
* XPX, MD Chapter
* Participated in panel presentation on business succession, Atlantic Region Energy Expo
* Member of panel at the annual Univ of MD M&A MBA competition
* Presented valuation methods and business sales process to variety of industry and advisory groups

Services Provided

Our firm provides business brokerage (sales and acquisitions) and valuation services for owners of privately owned companies. Our partners offer a diverse background includiong business owners, acounting, finance and marketing. Our areas of expertise include experience in construction, trade, wholesale/distribution, IT, medical and B2B markets. Our offices are located in Maryland, New Jersey and Northern Virginia and services are provided to clients throughout the mid-Atlantic market.

Typical client profile is: companies with revenues of $1m - $35m and employess from 5- 25. Most of our clients are baby-boomers looking for options to sell compaines / transfer ownership to 3rd parties, family members or key management.

Areas Served

  • Baltimore, MD
  • Business For Sale Listings

    Not Disclosed
    Cash Flow: $260,000 
    Howard Co., MD 
    Established Behavioral Health and Counseling Provider Multiple locations, experienced staff in place

    - 25+ years operations- Offices in MD, multiple locations- Diversified counseling services- Experienced staff of licensed therapists/counselors, several long-term- Experienced administrative/support staff- Implemented tele health services post Covid- Owner pursuing other interestsBenefits to Buyer:- Consistent financial results- Long-term licensed therapists and administrative support- Established "best practices"Buyer Profile:- Existing practice seeking "growth through acquisition" opportunities- Individual(s) interested in owing/operating a proven, profitable, successful practice 

    Not Disclosed
    Cash Flow: $928,000 
    Anne Arundel Co., MD 
    View Details 
    30+ Year Old Distributor of OTC Medication and Consumer Products

    Company Profile• Company started in 1993• Offices located in MD• Company offers a diversified line of consumer products, approximately 500 SKU's• Markets served include MD/DC and surrounding areas• Proven business processes• Long term history of outstanding customer and supplier relationships• Consistent financial results• Excellent reputation with suppliers and customers• 2-year average revenue $15.6m• 2-year average SDE $928,000• Owners retiring post transition periodBenefits to Buyer• Consistent financial results• Long-term supply side and customer relationships• Growth opportunitiesBuyer Profile• Existing company seeking "growth through acquisition" opportunities• Individual(s) with sales/marketing background 

    Not Disclosed
    Cash Flow: $284,000 
    Maryland 
    View Details 
    Nationally Recognized Market Research and Digital Analysis Firm

    - Company uses proprietary methods to analyze select industry metrics and delivers its findings to clients in the financial services industry. Clients use the information to measure their performance compared to their competition. - Company has an established business model and marketing approach to identify new opportunities- Long-term client relationships with a 90% retention rate- Recurring revenue, contracts are for 1-2 years- Long-term support staff covering operations and sales- Growth opportunities within existing markets, new markets and internationally - Highly regarded research and deliverables, outstanding company reputation in multiple marketsBenefits To Buyer:- Consistent financial results - Proven research methodology and business model- Long-term client relationships and recurring revenue- Blue-chip client base- Experienced, long-term support team- Highly scalable model with strong opportunities for growthBuyer 

    Eddie Davis CPA CVA Serving Baltimore County, MD

    Education: University of Maryland, College Park MD Professional Licenses: Cerified Public Accountant (MD), Certified Valuation Analyst, Real Estate Agent, Certified as an expert witness in MD, PA and CO Background: A variety of experience including: * Principle of an accouning practice, prepared financial reports and tax returns * General manager for an international distribution company with management responsibilities for a $60m operation * Manager, financial reporting for Federal Home Loan Mortgage Corporation * Accountant / Financial reporting, Howard County Public School System * Accountant, public accounting firm Activities: * Howard County Business Club * XPX, MD Chapter * Participated in panel presentation on business succession, Atlantic Region Energy Expo * Member of panel at the annual Univ of MD M&A MBA competition * Presented valuation methods and business sales process to variety of industry and advisory groups

    Richard Stopa

    Serving: Virginia, Maryland, Washington D.C. -Who I Am- I have loved business since I was 12 years old and watched my father and grandfather run successful small businesses. In the past 30 years I’ve owned businesses from my first – a catering truck and route -- to my biggest - the largest condominium and property management company in the state. I have a proven track record in franchising, service businesses, and real estate. I’ve been a senior level executive in the IT industry for over 20 years and worked for companies in computer distribution, reselling computers and services, e-commerce and software. I became a business broker and mergers and acquisitions specialist because I derive great pleasure in helping businesses and individuals achieve their professional goals. I love that my work as a business broker allows me to capitalize on the lessons I have learned over the past 30 years. Who I Help Business owners who want to sell their business Business owners who need help with exit and succession planning Individuals and corporations who want to buy a business Business owners looking to merge with or acquire another business How I Help When I engage with a client, I am there for them every step of the way. I become part of their team and am in constant communication throughout the entire transaction. It’s not uncommon for me to be on the phone with or meeting face to face with a client at any time day or night. That’s just part of what I do and something from which I derive great satisfaction. When my clients require expertise in another business area, I frequently call upon my extensive network of business contacts to assist them. This network includes CPAs, attorneys, wealth advisors, banks and SBA lending institutions. Nothing is more gratifying to me than assisting a buyer or seller achieve their dream – whether it is a baby boomer retiring to a tropical island or a recent MBA grad buying and managing their first business. Areas Served Fairfax County, VA Anne Arundel County, MD Broker Links www.harvestbusiness.com

    Gregory Caruso, JD, CPA, CVA Serving Mercer County, NJ

    About - Gregory Caruso, Maryland Attorney & CPA, Certified Valuation Analyst, and author of the Book, "11 Secrets to Selling Your Business", is a Principal at Harvest Business Advisors in Baltimore, MD. I am an expert in privately held business mergers and acquisitions and business valuations for litigation, sale, and compliance purposes with over 20 years of experience. www.harvestbusiness.com, gcaruso@harvestbusiness.com, 609-664-7955 410-507-5441. Affiliations - Maryland Bar Attorney-CPA Association National Association of Certified Valuation Analysts - Editor in Chief of "Around the Valuation World" a two hour monthly webinar, New Jersey Chapter President of NACVA

    Glenn Molin, D.C., MBA Serving Montgomery County, MD

    Glenn Molin is a doctor who also holds an executive MBA. He has been involved in the healthcare sector and its verticals throughout his 20 + year career. He works with Harvest Business Advisors heading the healthcare advisory and transactional arm of the Firm Focus on $2 million to $25 million in revenue healthcare sector and its vertical markets Built and sold several successful practices Managed a successful turn around and sale of a specialty food producer Advises on medical practice management, medical M&A, valuation and practice sales Involved in multiple medical and other business transactions Lives in Howard County, Maryland with his wife and daughter Harvest Business Advisors creates opportunity and builds value for business owners and their trusted advisors by providing Business Valuations, Succession Transaction Planning, and Business Brokerage Services. We work with clients in a variety of industries, with a focus on the Construction, Engineering, Medical, Manufacturing and Distribution, and Service Industries. Since 1982, our partners have completed over 1200 transactions

    Jill Kerr Serving Anne Arundel County, MD

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