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  by Jerry Cohen

    How to Prepare Your Business for Maximum Sale Price No Offer is Good Enough: A Common Fallacy Why a Business Advisory Service is a Wise Investment Selecting a Broker to Sell Your Business Navigating the Sales Transaction Lease Guarantees Why A Partnership? Key Points in Determining How Saleable Your Business May be
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MABIA

Testimonials

Every situation is unique and every industry has special demands. CBA has the flexibility, experience, and know how that successfully unites sellers and buyers. Here are just a few of the satisfied clients CBA has helped succeed:

“You brought us a fabulous all cash deal for our association management and outsourcing solutions company and it was for top dollar too. Great job!”

– Stacey Riska, Bethesda, MD

“I interviewed several brokers and selected Jerry Cohen of Capital Business Advisors to represent me in the sale of my heavy construction company.” “His patience and perseverance resulted in a multi-million dollar sale to an experienced buyer. I highly recommend Capital Business Advisors.”

– David Kelley, Denton, MD

“Capital Business Advisors did a fabulous job of establishing the value, marketing, and selling three of our businesses. They brought well-financed buyers and got us the deals we had hoped for. They are the best!”

— Bernie Socha, Fairfax, VA

“I have been in business since 1965 and have owned a number of businesses. Capital Business Advisors efficiently and expeditiously brokered the sale of two of the businesses for me. I was very satisfied with their services and recommend them highly.”

— Jeffrey Gildenhorn, Washington, DC

“As a lender I found working with Jerry Cohen of Capital to be a breath of fresh air. He knew how to prescreen his clients and prepare them to successfully obtain the business financing needed for acquisition. Jerry definitely made my job a lot easier.”

— Robert Edwards, National SBA Lender

“Capital Business Advisors listed my business for sale and within three days had it under contract. We sailed through to the closing. What a pleasure!”

— Rob Speisman, Bethesda, MD

Consulting

Jerry Cohen, CBI of Capital Business Advisors provides Buyer and Seller business transaction consulting services on an hourly fee basis. Jerry collaborates as needed with a team of top business transactional professionals that includes attorneys, certified public accountants, bookkeeping services, lenders, financial planners, and business valuation professionals.

Jerry provides business analysis, evaluation, and strategic planning to Sellers who are intending to prepare their businesses for sale. Capital’s team consults and develops sale, exit, or succession strategies to help assure smooth transitions for business owners and Sellers. This strategic planning enhances the value of a business and often leads to successful tax savings at the time of a sale.

Buyers often require or desire an independent, experienced Intermediary to guide and to help them successfully navigate the difficult and generally unfamiliar process of buying a business. Buyers should not expect objective input and advice from listing Brokers or Intermediaries who represent Sellers. Hiring Jerry Cohen, a Certified Business Intermediary to work for you on a fee basis may indeed be a wise and prudent investment for any business Buyer.

Our Team

Jerry Cohen

Jerry is a Certified Business Intermediary (CBI). This prestigious designation, awarded by the International Business Brokers Association, is earned by only 2% to 3% of all business brokers. Jerry is the founder of the Mid-Atlantic Business Intermediaries Association and served as its President from 2003 to 2007. He is an active member of both the International Business Brokers Association and Business Network International. He has authored industry articles related to business brokerage and has been quoted as an industry expert by several publications including the Gazette newspapers.

For over 30 years, Jerry has negotiated business transactions, first as the co-owner of a Washington, DC and Maryland based ten-unit retail and financial services chain with gross revenues of approximately $100 million dollars per year, and since 1989, as a business intermediary. In 1990, Jerry opened C & D Commercial Brokerage, Inc., a business transaction company, and later added the trade name Capital Business Advisors to emphasize its primary business, the selling of businesses.

Jerry has sold many different types of businesses including service, biotech, technology, construction, association management, retail and others. He has successfully brokered many business transactions ranging in size from the sale of small retail businesses to the sale of multi-million dollar service companies. Jerry is a licensed real estate broker in Virginia, Maryland, Delaware, and Washington, DC and is therefore able to help his business clients with their real estate transaction requirements.

Jerry is a second-generation business intermediary and is proud to continue his family’s tradition of serving its clients with dedication and expertise.

Gregory R. Caruso

With a background that includes law, accounting, home construction, real estate, and project management, Greg Caruso is an expert in exit strategies, family transition issues, mergers & acquisitions, and other topics. In addition to his work as a business intermediary, he is an author and public speaker who shares his experience and insights with business owners and brokers.
Greg is an Attorney, CPA, a Real Estate Broker licensed in Maryland, and a Certified Valuation Analyst. Greg has practiced law as a transactional attorney and owned a title and settlement company from 1996 to 2002. He practiced business and real estate law, advising many business clients and preparing real estate and business documents, and conducting real estate and business closings. Greg founded, co-owned, and operated a real estate development company that delivered 70 homes per year.

Since 2002, Greg has advised business clients and brokered the sale of businesses and professional practices. Businesses he has sold include professional services, engineering, distributors, manufacturers, substantial retailers, construction, sub-contracting, suppliers, and others. With many of these sales, Greg’s knowledge, skills, marketing, and preparation were crucial to the success of these transactions. Greg is a director of the Maryland Chapter of the Association of Corporate Growth, and a director of the Mid-Atlantic Business Intermediaries Association. Greg’s book, “11 Secrets to Selling Your Business” was published in 2007.

Richard Stopa

Richard Stopa is a business intermediary specializing in information technology, business to business services, and franchises. He has been involved in mergers and acquisitions work as well as franchise sales since 1984. Because Richard believes so sincerely in entrepreneurship, he has a keen desire to match up buyers and sellers and see both parties meet their business goals.

Richard’s credentials include over 30 years of business ownership as well as working in senior level management, sales and marketing positions in the IT industry. During that time, he has been involved in many entrepreneurial ventures in addition to helping many others get a start in the business world. He is experienced in computer distribution, computer reselling, e-commerce and software.

As president of a major national computer franchise organization, Richard was instrumental in building a 600 unit franchise and reseller network across the United States. He served as a senior executive of the company and reported to the CEO. The company’s revenue growth during his eight year tenure went from $25 million to over $2 billion.

Richard has had computer reseller experience through opening and running a 20,000 square foot computer superstore and through serving as a founding board member of one of the first computer superstore chains. He has also spent over six years as a CEO and COO of two Internet and e-commerce companies overseeing operations, sales, marketing, and software development.

Richard has been an active member of CompTIA, the computing technology industry association and has served the association as its chairman of the board as well as a board member. CompTIA is the largest national computer trade association in the U.S.

Richard is a member of the International Business Brokers Association and is currently serves as the president of the Mid-Atlantic Business Intermediary Association. He has a BS in Management from Davenport University and a certificate from Harvard Business School, Executive Training Program.

James S. Williford Jr.

Jim Williford is an attorney in private practice. He offers his clients a full range of legal services including such matters as wills and estates, and commercial litigation, but he maintains a particular focus in commercial and business transactions. With extensive experience that spans more than three decades, Mr. Williford provides legal counsel to clients at each step in the planning, structuring, and realization of their transactions.

Transactional practice areas include:

• Business sales and acquisitions

• SBA loan closings
• Real property sales
• Leasing - landlord and tenant
• Business organizations (corporations, LLCs, etc.)

He was born in Washington, DC and raised in the metropolitan area. He earned his undergraduate degree at Southern Methodist University (B.A. 1972) in Dallas, Texas. He returned to the Washington, D.C. area, and completed his legal education at the Washington College of Law, The American University (J.D. 1976).

He is admitted to practice in Maryland, Virginia, and Washington, DC. He is an associate member of the Mid-Atlantic Business Intermediaries Association, and has been a guest lecturer at several seminars sponsored by MABIA.

Commitment

Capital Business Advisors and its Principal, Jerry Cohen is dedicated to serving our clients’ needs. We always abide by the International Business Brokers Association Code of Ethics when serving our Sellers and Buyers. Our reputation and integrity are our most important assets and we strive to achieve the highest level of professionalism within our industry.

Providing outstanding service to our clients is our goal. Successful and satisfied clients are the measure of our success.

About Us

Selling a Business

Can’t Stop? Won’t Quit?
There’s a better way to get paid.
Learn more »

Buying a Business

It’s a JOB, buying a business.
CBA does the hard work for you.
Learn more »

Beyond Selling and Buying

Capital Business Advisors combines the deep experience of a large firm with the personal touch and attention to service of a boutique brokerage. As business intermediaries, we bring businesses more than a quick sale. We bring knowledge, resources, and ideas to the process of positioning your business for its best transition and maximum value.

Throughout the Middle Atlantic, Jerry Cohen and CBA have successfully brokered hundreds of ownership transfers, whether for complex, multi-million dollar enterprises or for single-location, founder-operated businesses whose owners need a reliable and profitable exit strategy.

CBA’s people have experience as business owners as well as business brokers. They can assess the strengths and liabilities of each case, and add value beyond the immediate buy-or-sell scenario, increasing the chances of success for all parties in every transaction.

Even in the smoothest situations, changing ownership can have unforeseen consequences for a business. CBA has a proven track record of establishing trust and cooperation between parties and obtaining the best possible value for companies undergoing the transition to new ownership.

Buying a Business

CBA understands that buyers seek businesses with solid financial histories, or that offer real growth opportunities.  We work to match buyers to businesses that make for satisfaction as well as profitability. Our buyers may have goals above and beyond ROI and market share, and CBA matches buyers to companies that help them achieve those goals.

At CBA, we can match Buyers to companies that are already part of our listed portfolio. We can also perform subject and database research that leads to target recommendations beyond the Sellers we represent.

Once an appropriate match is found, a CBA intermediary will coordinate and guide all aspects of the transaction process. We frequently write purchase offers on behalf of buyers; negotiate the terms, including legal review, financing options, and due diligence. We also provide detailed advice in support beyond the purchase.  Coordinating the transfer of existing licenses and leases are some of the critical functions we perform.  Our professional staff can counsel Buyers on customary aspects and unusual nuances of the transaction process.

Becoming a new owner requires more than an investment of money; CBA provides the experience and expertise to make the transfer to new ownership secure as well as lucrative.

Selling a Business

A business may be offered for sale as a planned step in an exit strategy, or as a tactical response to current developments. In either situation, business owners rely on CBA to provide expertise, guidance, and confidentiality, in addition to delivering the best deal available.

Jerry Cohen, CBI brings over 30 years of business expertise to the transaction experience. Selling a business of any size is a complex endeavor. Prospective sellers need to gather extensive documentation of their businesses and CBA will assist with this process.  CBA prepares a confidential business review or an offering memorandum in order to more effectively market the business. CBA’s advice and counsel creates a coherent, complete picture of what is being offered, and shows prospective buyers a profile of maximum value.

CBA’s network of professionals is another asset to business owners seeking maximum value. We bring in qualified transaction specialists to handle any aspect of the process, and cultivate prospects who are serious about buying.

We present offers and manage all levels of negotiations, including legal review, accounting, due diligence, financing, appraisals & valuations, disposition of real property and closing the sale, with the utmost confidentiality.

 

Resources

Small Business Help Center

Choosing a Business Opportunity

Buying a Franchise
Helpful article from Inc.com

Buying a Business
Helpful article from NOLO.com

Small Business Administration

Selling Your Business

IRS Business Information
Tax information for businesses

Google Maps
This is a great mapping program

Maryland Demographics
Maryland demographics by county

Maryland-U.S. Census Data

Free Demographical Data

Virginia Demographics
Demographical statistics for the Virginia area

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© 2008 Capital Business Advisors, a division of C & D Commercial Brokerage, Inc.  All rights reserved.

Contact

Jerry Cohen, CBI
Principal Broker

Capital Business Advisors
A division of C & D Commercial Brokerage, Inc.
Direct 301-721-0005, Toll-Free 888-778-2848, fax 301-977-7447

Corporate Offices:

11140 Rockville Pike, Suite 100, Rockville, MD 20852

Certified Business Intermediary
Licensed Real Estate Broker - MD, DC, VA, & DE
Immediate Past President, Mid-Atlantic Business Intermediaries Association
International Business Brokers Association
Successfully Brokering the Sale of Businesses Since 1989

www.CapitalBusinessAdvisors.net
info@capitalbusinessadvisors.net

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  • About Us
  • Our Team
  • Consulting
  • Resources
  • Testimonials
  • Subscribe
  • Contact
  • Selling a Business
  • Buying a Business

© 2008 Capital Business Advisors, a division of C & D Commercial Brokerage, Inc.  All rights reserved.