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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.
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 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.
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.