Get Started!

Get Started Now - Step 1

Receive a 100% credit* if you retain us to sell your business within 30 days upon completion of the Sale Readiness Assessment. The credit does not apply towards individual services.      

What happens after the assessment? Once the assessment has been completed, we will prepare a personalized and detailed strategy that includes the next steps that we would recommend you to take. All of our services are on an a-la-carte basis. This means that you can pick or choose which services you would like to use. Our services include preparing a business summary and teaser profile, normalizing your financial statements, recording a telephone interview, performing pre-sale financial due diligence, marketing your business for sale and screening buyers and orchestrating the closing process. Additionally, no contracts are required so you can sign up today and cancel tomorrow.

Get started now with step 1 of our process

Choose your Annual Revenue

EXIT STRATEGY

(includes)
$0 - $500,000 in Annual Revenue
  • Pre-sale action steps checklist
  • Attractiveness
  • Deal structure
  • Recommended documents to prepare
  • Financing
  • Marketing strategy
  • Operations review
  • Recommended steps to prepare
  • Deal killers
  • Risks & Opportunities
  • Salability
  • Terms
Total = $600
Get Started

VALUATION

(includes)
$0 - $500,000 in Annual Revenue
  • 3 years of Adjusted Profit & Loss Statements
  • Analysis of monthly revenue trends
  • VALUATION Spreadsheet with range of values
  • Rules of Thumb
  • Comparable Transactions
  • Seller financing analysis
  • Maximum debt capacity
Total = $600
Get Started

Both Pricing

  • Total - If you purchase both (25% Discount)*
Total = $900
Get Started

EXIT STRATEGY

(includes)
$500,000 - $999,999 in Annual Revenue
  • Pre-sale action steps checklist
  • Attractiveness
  • Deal structure
  • Recommended documents to prepare
  • Financing
  • Marketing strategy
  • Operations review
  • Recommended steps to prepare
  • Deal killers
  • Risks & Opportunities
  • Salability
  • Terms
Total = $750
Get Started

VALUATION

(includes)
$500,000 - $999,999 in Annual Revenue
  • 3 years of Adjusted Profit & Loss Statements
  • Analysis of monthly revenue trends
  • VALUATION Spreadsheet with range of values
  • Rules of Thumb
  • Comparable Transactions
  • Seller financing analysis
  • Maximum debt capacity
Total = $750
Get Started

Both Pricing

  • Total - If you purchase both (25% Discount)*
Total = $1125
Get Started

EXIT STRATEGY

(includes)
$1,000,000 - $2,499,999 in Annual Revenue
  • Pre-sale action steps checklist
  • Attractiveness
  • Deal structure
  • Recommended documents to prepare
  • Financing
  • Marketing strategy
  • Operations review
  • Recommended steps to prepare
  • Deal killers
  • Risks & Opportunities
  • Salability
  • Terms
Total = $950
Get Started

VALUATION

(includes)
$1,000,000 - $2,499,999 in Annual Revenue
  • 3 years of Adjusted Profit & Loss Statements
  • Analysis of monthly revenue trends
  • VALUATION Spreadsheet with range of values
  • Rules of Thumb
  • Comparable Transactions
  • Seller financing analysis
  • Maximum debt capacity
Total = $950
Get Started

Both Pricing

  • Total - If you purchase both (25% Discount)*
Total = $1425
Get Started

EXIT STRATEGY

(includes)
$2,500,000 - $4,999,999 in Annual Revenue
  • Pre-sale action steps checklist
  • Attractiveness
  • Deal structure
  • Recommended documents to prepare
  • Financing
  • Marketing strategy
  • Operations review
  • Recommended steps to prepare
  • Deal killers
  • Risks & Opportunities
  • Salability
  • Terms
Total = $1300
Get Started

VALUATION

(includes)
$2,500,000 - $4,999,999 in Annual Revenue
  • 3 years of Adjusted Profit & Loss Statements
  • Analysis of monthly revenue trends
  • VALUATION Spreadsheet with range of values
  • Rules of Thumb
  • Comparable Transactions
  • Seller financing analysis
  • Maximum debt capacity
Total = $1300
Get Started

Both Pricing

  • Total - If you purchase both (25% Discount)*
Total = $1950
Get Started

Confidentiality


When selling your business, maintaining confidentiality is crucial to a successful transaction. At Morgan & Westfield, preserving your confidentiality is as important to us as it is to you. We understand the importance of maintaining confidentiality and have developed consistent strategies to help ensure your transaction remains confidential from beginning to end. Morgan & Westfield adheres to a strict code of ethics designed to help maintain confidence, trust, loyalty and good faith. We place this duty of care above our own personal interests. A confidential relationship fosters trust and encourages an efficient exchange of the sensitive information necessary to get the job done. All information shared with us is held in the strictest of confidence. If you would like us to sign a confidentiality agreement before releasing your sensitive information to us, you can make that request here:  Secure.Echosign.com