Creating Opportunity • Building Value
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Business Valuations

When you need to know the correct business value – call us.  Purposes include Merger and Acquisition Planning, IRS, SBA Loans, Banking, litigation, Estate Tax, Gift Tax, ESOP and more.  Read more.

Succession Transaction Planning

Create tremendous opportunity and value through transaction planning for management buy-outs, family transitions, and market sales.  Improve your business, your peace of mind, and build value. Read more.

Business Brokerage

You will be exceptionally represented and obtain the highest value as we apply our diverse backgrounds and extensive industry experience.  Our typical M&A clients have values of $1 Million to $10 Million.  Read more.

What’s New

Maryland Business Brokers Presenting M&A Update to Montgomery County Maryland Business Bar Section

Maryland business brokers and business valuation experts Gregory Caruso, Esq., CPA, CVA and Ed Davis, CPA, CVA, Partners at Harvest Business Advisors … [Read More...]

“Unlocking Private Company Wealth,” Greg Caruso Interviewed Chris Mercer on his new book.

Chris Mercer was interviewed by Greg Caruso a business valuation expert and business broker on his new book, “Unlocking Private Company Wealth” as … [Read More...]

Ed Davis, Business Broker and Business Valuation Expert is participating on fuel oil panel

Ed Davis, CPA, CVA business broker and business valuation expert, will be participating in a panel discussion at the Atlantic Region Energy Expo in … [Read More...]

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