Morgan & Westfield Podcast

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The host of the Morgan & Westfield Podcast is Jacob Orosz. Mr. Orosz is the president and founder of Morgan & Westfield. He has over fourteen years of experience facilitating mergers, acquisitions, sales and other business transfers with transaction values ranging from $30,000 to $75,000,000. Mr. Orosz has successfully participated in or managed the sale of over 300 privately held companies in both the Main-Street and middle-market arenas, representing both buyers and sellers. He has represented clients in North America, Central America, South America, Europe and Asia.


Emery Orosz
Senior VP for Franchise Resales at Morgan & Westfield
Episode:#153

Life After Retirement: Lessons Learned from an Early Retiree

What does life after retirement look like? 

Emery Orosz, Morgan & Westfield’s Senior VP for Franchise Resales, has done it all — he has worked in corporate America for three decades, retired at 48, built and sold three houses, sold his own business and moved to a foreign country. After years of enjoying his life post-retirement, he got bored and went back to work doing what he loved. 

 

What can we learn from Emery’s risk-taking attitude that made him and his spouse embrace...

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#06

When to Release Confidential Information to a Buyer

Before receiving an offer, you should be cautious with what you show to buyers. Certainly, be helpful and engage with the buyers but do not give them everything they ask for. At some point, you should politely and tactfully ask them to present you with an offer. In this podcast, we guide you in handling situations about releasing confidential information requested by a buyer.

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#05

How to Increase the Value of Your Business by Paying Off Equipment Leases

Deciding to pay off your equipment lease before selling your business is primarily a mathematical decision with one unknown variable, the multiple. In this podcast, we discuss how paying off equipment leases can increase the value of your business.

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#04

Investing in New Equipment When Selling a Business

As a general rule, you should not invest in new equipment or other hard assets when in the process of selling your business, unless it immediately increases your cash flow. Improvements to cash flow can come from both increased revenue and decreased expenses. Why shouldn’t I invest in new equipment or other hard assets? Reason: You are highly unlikely to recoup your investment upon selling your business. Buyers value businesses based on cash flow. They multiply cash flow to arrive at a business value. There are only two parts to the equation – the multiple and cash flow. They may...

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#02

Types of Listing Agreements

Selling your business is a big decision and the process can be overwhelming to those who are unfamiliar with the market. Your first step, after deciding to sell your business, should be to hire a business broker to assist you throughout the selling process. In this podcast, Morgan and Westfield President Jacob Orosz will help you understand the basics of the listing contract in all of its various forms.

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#

Benefits of using Retirement Funds to buy a Business

If you are just starting the process of purchasing a business then you have probably never thought of creative financing. That is what we are talking about in today’s podcast with host Jeff Allen and Morgan and Westfield President Jacob Orosz. In a business world that is tightening up on business funding, sometimes we have to get creative on how we can actually purchase the business we want.

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Jacob Orosz
Business Sales, Business Appraisals, Mergers & Acquisitions, President at Morgan & Westfield
Episode:#

What is an Offering Memorandum

Welcome to the first of a series of Ongoing Conversations with Jacob Orosz, president of Morgan & Westfield, a nationwide leader in business sales and appraisals. Today, host Jeff Allen talks to Jacob Orosz, President of Morgan and Westfield, all about offering memorandums – what they are, what they do and why you should use one when selling a business. If you think that selling a business is in your near future, then this podcast should not be missed.

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