We invested over a decade perfecting every step of the process of selling a business. The result is a method proven to reduce your risk and maximize your price.

Let’s Talk

Explore Your Options Today with No Obligations

Selling a business or thinking about it? Partner with Morgan & Westfield.

We’ve helped hundreds of entrepreneurs like you capitalize on a lifetime of hard work. It’s what we do, and nobody does it better. It all starts with a phone call. Schedule your complimentary 30- to 60-minute confidential discussion today with our experts.

Now’s your chance to partner with

Experts to help you navigate the sales process

Professionals with a proven track record

An ally you can trust

Meet Your Team

Jacob Orosz

President and Founder

Jacob founded Morgan & Westfield in 2008 and is the author of six books on M&A, and host of the #1 podcast on mergers & acquisitions, M&A Talk. He has over 20 years of experience facilitating mergers, acquisitions, and sales; and has successfully participated in or managed the sale of over 300 privately held companies. Jacob focuses on sell-side services and is the leader in many middle-market transactions.

Emery Orosz

Director of Client Intake

Emery has been working with his son Jacob and the Morgan & Westfield team for 10+ years, sharing his expertise in running and managing small and mid-sized companies. He has extensive industry experience, from managerial positions supervising up to 1,200 people, to working with nationwide franchisors, to owning and operating two businesses of his own.

“Choices are the hinges of destiny.” – Edwin Markham, American Poet 

Here’s What to Expect During Our Call

The phone consultation will take anywhere from 30 to 60 minutes. We want to hear about your business’s history, what’s gone right, what’s gone wrong, the reason you’re selling, your timeline, objectives, goals, and exit options.

At the same time, we’ll share with you the workings of the Morgan & Westfield sales process, including our fee structure. No high-pressure sales pitch. By the end of the call, we’ll know if we’re a match.

Objectives of Our Call

  • We answer any questions you have about our process and fee structure.
  • We seek to understand your company to help us determine if we’re an ideal fit for one another.
  • We help you determine what you need — based on your current situation and your goals — and if working together makes sense for you right now.