We help entrepreneurs successfully plan and execute the sale of their businesses.


Morgan & Westfield specializes in selling small and mid-sized businesses with revenues up to $50 million. We have successfully sold businesses in hundreds of industries in the United States and Canada. 

contract
No Contracts
 

Are you looking for good advice without high fees or conflicts of interest? Unlike most brokers, we do not require a one-year, exclusive contract. Instead, you get the benefit of the same processes and resources that the best brokers in the country use, plus our dedicated team of expert advisors, but without the high fees and long-term contracts.

fee
Reduced Fees
 

Whereas most brokers work on a commission basis, we eliminate this bias by working similar to other professionals, such as attorneys and accountants. This allows us to provide significant savings over using a commission-based broker, even for the smallest businesses. Commission-based brokers have a natural conflict of interest.

approach
Custom Approach
 

We customize the process based on the size, industry and type of your business. Each project is unique and thus personalized to suit the needs of you and your business. We work with you as a team throughout the process, handling all of the technical details and walking you through the process step by step, while you do the basics — talking to buyers.


What We Do

We have taken a complicated process and made it simpler. Morgan & Westfield uses a proven process to sell your business. We do all of this at a low cost and without requiring a long-term contract. We have developed a streamlined process for selling a business that is simple, transparent and highly effective. We have successfully sold hundreds of businesses over the years and will guide you through the entire process for one low, flat fee.

  • No contract required. Unlike other brokers, we do not require any long-term contracts.
  • Custom approach reduces fees. We offer significant savings over using a commission-based broker.
  • Our process saves you time, allowing you to focus on running your business.

We can guide you through the entire process for one low, flat fee, which includes preparing your company for sale, marketing, advertising, screening buyers, preparing an offer, managing the due diligence process, and successfully handling the closing. Nothing is left to chance. We work with you as a team throughout the process, handling all of the technical details and walking you through the process step by step.

  • We have taken a complicated, stressful process and made it simple.
  • Our team-based approach ensures a successful sale.
  • We can help you sell now or in the future.
  • We help you keep the sale confidential.

Done Deals

Looking for a professional who understands your industry? Morgan & Westfield
has helped sell and value businesses of all sizes in hundreds of industries.

business broker

Below $5 Million In Annual Revenue

Morgan & Westfield Business Brokers can assist you in selling your small business. If you own a small business, such as a restaurant or coffee shop, then our business broker team can assist you.

Our Process
1 Strategy
2 Adjust Financials & Valuation
3 Business Summary
4 Marketing Strategy & Advertise
5 Screen Buyers
6 Offer
7 Due Diligence & Closing

Merger Aquistions

Above $5 Million In Annual Revenue

Our middle market team specializes in selling businesses that generate more than $5 million dollars in annual revenue. If the buyer of your business is likely to be another company or a private equity group, then our Middle-Market Division can help you.

Advantages of working with Morgan & Westfield
We Maintain Confidentiality
We Develop Marketing Materials
We Connect You With Buyers
We Negotiate Purchase Agreements
We Foresee Potential Roadblocks
We Allow You to Run Your Business
We Don't Assign Junior Members to Do the Deals

Knowledge Center

Why spend hours searching the internet, only to find inconsistent information on unknown websites. Here at Morgan & Westfield, we provide insight into the business world and provide you with reliable information to help you better prepare to buy or sell a business.

The #1 Mergers & Acquisitions podcast on iTunes.

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Books
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A road map to the successful sale of your business.

Available on Kindle, Audible, PDF & Hardcover
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Get to know our clients

Hundreds of successful of companies have trusted Morgan & Westfield

Should I Take My Business Off The Market When I Receive An Offer?

I often receive a call from a very excited seller informing me that there is an offer on the table and asking whether now is the time to take the business off the market. I am going to tell you the same thing I tell my clients – do not take your business off the market yet!....

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Using Earn-Outs When Selling Your Business

An earn-out essentially means the seller must earn part of the purchase price based on the future performance of the business. Part of the purchase price is paid at closing and the remainder is paid after the closing, with the final amount to be paid...

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How And Why You Should Prescreen Buyers In Phases

A phased screening process means that we prescreen the buyer in phases or stages because most buyers will refuse to be thoroughly screened at the initial stages ― particularly before they have seen information on the business and decided they would like...

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What is a term sheet?

A term sheet is used to start the negotiations by agreeing on the key terms of the deal, while leaving the specific legal language once the terms are agreed upon. We have seen many parties spend dozens of hours and thousands of dollars in attorney fees when they....

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When Should I Send My Financials to a Buyer?

Most M&A intermediaries and business brokers send a set of normalized or adjusted financial statements to buyers before meeting them, giving the potential buyer a good idea of the current financial stability of the company....

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Selling a Business? Avoid Switching to New Accounting System

In general, you should avoid switching accounting systems if you are in the process of selling a business. Although there are some exceptions ― which we will discuss later ― the majority of the time, we recommend staying with your current accounting system....

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We answer some of the most common questions we get from business owners as they prepare to buy or sell a business.