Mergers & Acquisitions

With Morgan & Westfield, not only did we receive more money for our business, but we also saved over $50,000 in fees.

Former Owners of Miracle Method: Janie & Dale Burch

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What We Do:

Morgan & Westfield specializes in selling small and mid-sized businesses with annual revenues up to $100 million. We have sold businesses in hundreds of industries in the United States and Canada. Our clients include franchised businesses, privately owned businesses, online businesses, and emerging growth companies.

No Contracts Required

Get started today with no obligations. With Morgan & Westfield, there are never any long-term commitments.

Custom Approach

Our approach is tailored to your needs using our proprietary 4-step process -- "Morgan & Westfield 4-Step Method".

Your Confidentiality is Assured

We understand confidentiality and security are important to you. We work with you to maintain strict confidentiality each step of the way.

100% Transparency You Can Trust

We don’t preach transparency — we practice it. Our goal is to make the process as clean and straightforward as possible.

Sellers: Our Process

How can Morgan & Westfield help you sell your business?

Step 1: Assess — Prepare for a Successful Sale

Deciding to sell your business is a critical decision and we will be with you every step of the way. We begin by evaluating your business based on factors that are most important to buyers, and prepare a customized strategy to sell your company, whether you decide to sell now or in the future. Step 1 includes the following:

  • Valuation: An unbiased evaluation of the potential ranges of value for your company. We’re unbiased because we only work for you.
  • Normalized Financials: We normalize your financial statements to calculate your SDE (seller’s discretionary earnings) or EBITDA.
  • Sales Strategy: Recommendations for selling your company based on findings from analyzing your business, including details of the process, our recommended services, and fees for each step.
  • Exit Plan: A strategic plan to assess your exit options.
  • Phone Review: An in-depth phone review with Jacob Orosz, founder of Morgan & Westfield, to review and discuss our analysis of your business.

* Get started today with no obligations. No long-term contracts are ever required. You will receive a 100% credit of the cost of the Assessment toward other services if you move forward with us within 30 days of completion of the Assessment Package.

Step 2: Prepare — Maximize Your Price. Build Credibility. Reduce Your Risk.

We do it all for you. We thoroughly prepare your business for sale before we begin our strategic marketing process. We create clear, consistent documents that are released to buyers in measured stages during Step 3 after buyers have signed an NDA. This crucial step highlights the most attractive details of your business to buyers and positions your business in the best light possible to maximize your purchase price. Step 2 can include the following:

  • Confidential Information Memorandum (CIM): A 20 to 30-page report designed to position your business in the best light to potential buyers and sent to buyers after they have signed an NDA.
  • Teaser Profile: An abstracted version of your CIM that doesn’t disclose your company’s identity and used in direct marketing campaigns when our marketing strategy includes approaching competitors or other corporate buyers.
  • Telephone Interview: A 30- to 60-minute recorded interview we share with buyers after they have signed an NDA.
  • Financing Pre-Qualification: An objective evaluation of your company’s chances of obtaining financing as a component of the overall transaction structure.
  • Financial Assessment: An independent review of your financials to identify any potential problems that may arise and recommendations to improve the quality and consistency of your financials before we start the sale process.

Step 3: Market — Confidentially Market Your Business for Sale

A successful marketing strategy attracts the right buyers who are willing to pay the most for your business. We develop and execute a strategic marketing campaign for your business focused on targeting the right group of buyers, including wealthy individuals, strategic acquirers, and financial buyers. We then screen potential buyers in stages, releasing your confidential information in phases as the sale and negotiations progress. Step 3 can include the following:

  • Preparing Your Marketing Strategy: We prepare a custom-tailored strategic marketing approach that can include running a broad process focused on a wide variety of potential buyers or facilitating confidential discussions with a targeted group of potential buyers or investors.
  • Preparing the Buyer List: We identify industries that are most aligned with your business and research potential acquirers, such as individual, industry, strategic, and financial buyers.
  • Market Outreach: The outreach is conducted anonymously with the goal to solicit interest from potential buyers. Once interest is confirmed, buyers sign an NDA, and the CIM and other materials are released in measured stages.
  • Screening: We screen buyers in phases, which allows us to thoroughly screen them and ensure a mutual exchange of information at measured stages as the sale unfolds.
  • Negotiating: Our skilled transaction team manages subsequent negotiations, coaching you on how to behave in vital transaction meetings. We assess offers and prepare counter-offers, and drive toward an agreement.

Step 4: Close — Negotiations & Offer, Due Diligence, and Closing

This is a critical time when your sale can be made or lost, and we handle it all for you with our streamlined process — from handling the negotiations through due diligence and closing. Our goal is to ensure your closing goes as smoothly as possible. We negotiate the offer, often in the form of a Letter of Intent, and assist you through due diligence and closing document preparation. Working together, we are with you every step of the way, making the entire sales process easier, smoother, and more profitable for you. Step 4 can include the following:

  • Negotiations & Offer: We discuss and solicit offers from interested buyers and negotiate with all parties to maximize your price and key deal terms. We negotiate favorable terms and deal structure in concert with your tax and legal advisors and then discuss the pros and cons with you. Every deal is unique, and there’s no substitute for experience in this phase.
  • Due Diligence: After settling the major deal points, our attention shifts to managing your deal and facilitating due diligence. We help you navigate this phase, working hand-in-hand to complete the due diligence process.
  • Closing: We are involved in negotiating the definitive agreement preparation, ancillary agreement negotiations, and closing procedures. We work to keep everyone focused on the right things at the right time, anticipate and resolve problems, and keep your deal on track. We oversee your transaction all the way until the point of closing.

Sellers: Client Stories

Listen to real client stories and what they learned from selling their business with Morgan & Westfield.

Sold How to Sell Your Business to the Right Buyer at the Right Price

Industry: Retail

Region: Midwest

Sold Keeping Your Financials In Order: This is Why it’s Important in Selling Your Business

Industry: Retail

Region: Midwest

Sold New Miracle Method Owner Shares Tips in Selling Your Business Fast

Industry: Services

Region: West Coast

Sold The Burches – Mentally & Emotionally Prepared

Industry: Services

Region: West Coast

Sold Miracle Method Done Deal

Industry: Services

Region: South Central

Sold Preparation: Key to Selling Your Business Fast

Industry: Automotive

Region: Mid-Atlantic

Sold Selling A Company: It’s Not Just Business, It’s Personal

Industry: Construction

Region: Mid-Atlantic

Sold This Is How You Sell A Business From 100 Miles

Industry: Services

Region: Midwest

Sold This Seller Found The Right Buyer In 4 Days, But Took 1 Year To Close The Deal. Here’s Why.

Industry: Services

Region: New England

Sold This Will Make You Sell Your Business in Tough Times

Industry: Services

Region: South Central

Sold Why Selling a Business Is More Than Just Finding a Buyer

Industry: Health Care

Region: Southwest

Sold Why You Need Patience in Selling Your Business

Industry: Food & Beverage

Region: Southwest

Sold Work On Your Business — Not In Your Business

Industry: Manufacturing

Region: West Coast

Sold You Need Persistence in Selling Your Business

Industry: Services

Region: Pacific Northwest

Hundreds of companies have trusted Morgan & Westfield, from franchises and small independent businesses to large corporations.

Schedule a Free Consultation

Selling your business is the apex of your financial life. After investing your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees, the moment has finally come for you to start a new chapter in your life.

Schedule a Free Consultation

Buyers: Businesses for Sale

Morgan & Westfield is committed to making the process of buying a business as easy as possible. Browse our businesses for sale now.

Top-Rated Plumbing Company for 22-Years in Glendale

Top-rated plumbing company has been in operation for more than two decades. The business features a large repeat customer base providing stable revenue, steady growth, and minimal advertising costs. Some of the income is generated from property management clients, as well as valued residential and business customers. Offering a wide range of tradit...

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High-Growth Niche Nightlife Activity | FMJ-618

Established over two years ago in New England, this turnkey business is a specialty recreational facility offering unusual entertainment options focused on bringing adventure to city life. A carefully crafted industrial-chic atmosphere brings the outdoors in, providing immersive activities for a small gathering of friends and family or a space to h...

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Online Virtual Fitness Company

Virtual races are a growing portion of the fitness industry, and this online business specializing in hosting virtual races has gross sales topping $1.8 million for 2020. Participants pay a fee to track their progress through a ‘virtual race’ that they fully customize with their own goals, method of racing, and their times. The fee also covers ...

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Outdoor Equipment Parts and Service (Online & Retail) | FDB-117

This online and retail repair shop specializes in supplying parts and managing repairs for outdoor power equipment and power tools to customers worldwide. The business has over $1 million in gross sales for 2020, featuring an online component and a storefront repair shop located in a SE suburb of Cleveland, Ohio. The shop has grown since 2005 into ...

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Niche Online Scalable Fitness Company | FMS-416

Virtual races are a growing portion of the fitness industry, and this online business specializing in hosting virtual races has gross sales topping $1.8 million for 2020. Participants pay a fee to track their progress through a ‘virtual race’ that they fully customize with their own goals, method of racing, and their times. The fee also covers ...

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Niche E-Commerce Retailer

***Urgent sale. Price has been reduced from $250,000 to $99,000 -- the price is currently at 1.25 times SDE ( cash flow ). Seller will accept multiple offers -- the first buyer to complete due diligence will be able to purchase the business. Please move fast -- the owner must sell and close in 30 days before the winter season starts.*** Top-rate...

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Recession Proof Niche Recurring Service | FHB-205

This business has been well-established in a major city in northwest Texas since 2016, offering personalized tutoring for students of all ages. This location has won franchise awards in 2018 and 2020 for their revenue growth. There are multiple franchisees in the system who generate over $1 million in revenue per year. The top franchisee generates ...

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Million Dollar Independent Plumbing Business | FCB-530

This locally owned plumbing company near Amarillo, Texas was started in 2015 and has grown to over $1 million in revenue. Specializing in plumbing services for residential and commercial properties, this turnkey business has vans, plumbers, automated systems, and processes in place for hands-off ownership and significant growth potential. The autom...

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Highly Profitable National Plumbing Brand

Are you thinking of running a stable business in the comfort of your home? Why not own one that is an industry leader with a highly recognized brand name? Established over 40 years ago, this recession-proof business offers residential and commercial plumbing services. The new owner is not required to have industry experience or hold a Master Plu...

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Award-Winning Cycling Studio

This fitness franchise location offers state-of-the-art exercise options for cycling enthusiasts. Clients customize their cycling routines with experienced instructor-led indoor cycling classes which range from high-energy workouts, to competitive rides, to intense interval rides, all offered year round. Instructors offer encouragement, advice, and...

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Award Winning Hawaii Wedding Planning Firm

An award-winning and nationally recognized destination wedding planning company is available on the highly regarded, breathtaking Hawaiian island of Maui. The sale includes front page SEO google rankings. Specializing in providing thoughtful and romantic weddings that are authentic to who their couples are, this esteemed business has established it...

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All Natural Food Product Manufacturer

This niche food manufacturing company produces all-natural, value-added products and sauces for distributors nationwide in industrial, food service, and retail packaging. In operation since 2010, the company has maintained over $2 million in gross revenue and profit margins of 40% for the past three years. The sale encompasses two well-establish...

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50+ Yr. Old Online Specialty Auto Parts

Online automobile specialty parts and machine shop with a niche market, specializing in parts, accessories, and services for the high-performance Mopar, Jeep and AMC industry. Operating for over 50 years, with revenue over $2 million in 2019, the business has a strong network of 30+ national and 15+ international dealers for their products. Online ...

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50+ Year Industrial Screen Printing & Product ID Company

This profitable, family-owned screen printing, manufacturing, and product identification company has been in operation for more than five decades. A buyer should have relevant experience in this or a related industry. The business can be also relocated in Southern California without significantly affecting the operations, or possibly out of state. ...

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30+ Year Commercial and Residential Lawn Care

Established over 30 years ago, this flourishing lawn care company is centrally located in northwestern Ohio, with easy access to diverse markets across the region, from Toledo, Ohio to Fort Wayne, Indiana. Their comprehensive list of services includes designing, building, and maintaining irrigation systems, lawn and landscape installation and maint...

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25+ Yr Old Seasonal Dessert Franchise

A franchise business started 25 years ago, featuring a wide range of frozen desserts and treats, is available for sale in the Pittsburgh, PA area. The business is up 30% YTD over 2019 despite the impact of the Coronavirus and having reduced operating hours. This high-volume store offers walk-up and drive-thru service, allowing customers to continue...

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The Complete Guide to Selling 
a Business: A Roadmap to the Successful Sale of Your Business

The Complete Guide to Selling a Business: A Roadmap to the Successful Sale of Your Business

Written by Jacob Orosz, Founder of Morgan & Westfield

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now? With two decades of experience, Jacob Orosz compiles the best tips and strategies he has used in helping hundreds of business owners successfully sell their companies.

Read more

Resources: Ask the Expert

View the most frequently asked questions from our readers.

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 if you’re planning to sell in the near future. QuickBooks is currently the most popular accounting system for small businesses, but that is slowly changing with the introduction of more modern, streamlined cloud-based systems. Switching to a new accounting system is a major project and should only be undertaken with proper professional assistance. While software companies claim they can...

In the complex world of buying and selling a business, coming to an agreement on the proper price for a business can be difficult. An earnout is one element that may be a factor, but it is a complex element. Earnouts are difficult to administer and are prone to litigation. You should give careful consideration to an earnout before you agree to one. What is an Earnout? An earnout is a useful tool in mergers & acquisitions and is commonly used by businesses in a variety of industries. An earnout is an arrangement where the buyer pays the seller additional...

Yes, this is absolutely true. Most acquisitions fail. Data is scarce on the success rate of acquisitions -- approximately 70% to 90% of acquisitions fail to meet expectations. Most acquisitions destroy value for the acquirer. But this is missing the point. The real question is not about the “success rate.” The question is about the alternatives. What are the alternatives to business acquisitions? How does growth by acquisition compare to these alternatives? The alternative to growth by acquisition is internal or organic growth. What is the failure rate of organic growth? For example, what percentage of Google's new products reach...

Even a document labeled “letter of intent” (LOI) may be enforced by a court of law as a binding, enforceable agreement if the court determines that the parties intended the document in question to be a binding agreement at the time it is signed. Are You Kidding Me? No. And when a business owner is threatened with the potential loss of a company as a result of an adverse court ruling, they do not view the matter as a joke. First and foremost, business owners thinking about selling a business -- and prospective buyers interested in purchasing a business --...

This is a complex issue, and several factors and variables must be taken into consideration to properly assess the impact a change in employment rates may have on the value of your business. Factors and considerations to keep in mind: High unemployment rates mean more people are unemployed and are potentially looking to buy a small business. This is a significant factor in the sale of small businesses. If you have a small business, a high unemployment rate means there are many more buyers in the marketplace who may be willing to buy a job (i.e., your business). The majority...

Ideally, the check should be paid to the LLC, since the entity was the legal seller of the business. On the other hand, if you dissolve the LLC, you would be the successor in the interest of the LLC's rights, including its right to the monthly payments (assuming you are the LLC's sole member). Typically, it would be prudent to maintain the LLC until the buyer has completed payment. In this case, the buyer could pay you directly. However, the advantage of maintaining the LLC is that it acts as an extra layer of protection in case some liability arises...

  Let’s discuss the three general options you have: SBA Financing: We recommend getting your business pre-approved for an SBA loan if your business is worth less than $5 million. Yes, that means “your business” -- and not the buyer -- pre-approved for a loan. The most popular loan for purchasing a business is the 7(a) loan. This loan requires a 20% down payment. However, if you structure the sale properly, you can reduce this requirement to 10%. This requires that you take action. Once your business has been pre-approved, you may also have the buyer pre-approved as well. However,...

The most important thing to take into consideration when buying a business is whether the business is truly a good fit for you and whether it matches your skillset. When evaluating a business, it’s just as important to assess whether the business is a good fit for you as it is to evaluate the numbers. If you buy a highly profitable business with a lot of opportunity but you aren’t passionate about the business, it’s unlikely you will be wildly successful. The opposite is also true -- the more passionate you are about a business, the more likely you will...

Resources: M&A Talk Podcast

At M&A Talk we bring you exclusive interviews with experts in business sales, valuations, mergers and acquisitions and more. We talk to the most experienced professionals in the industry to uncover their secrets.

Expert Advice on Buying or Selling a Business

Expert Advice on Buying or Selling a Business

Walter L. Zweifler, ASA, CFA

President of Zweifler Financial Research

Guidance for Writing a Buy-Sell Agreement

Guidance for Writing a Buy-Sell Agreement

Michael S. Blake, CFA, ASA, ABAR, BCA

Director of Valuation Services at Habif, Arogeti & Wynne, LLP

Life After Retirement: Lessons Learned from an Early Retiree

Life After Retirement: Lessons Learned from an Early Retiree

Emery Orosz

Director at Morgan & Westfield

Planning Your Exit Strategy

Planning Your Exit Strategy

Bryan A. Graiff, CPA/CGMA, CVA, CFE, CM

Partner at Brown Smith Wallace

Professional Insights on Who to Sell Your Business To

Professional Insights on Who to Sell Your Business To

Peter H. Agrapides, MBA, CVA

Author of NACVA’s Valuation of Family Limited Partnerships Seminar

Advice From an Investor to Business Owners

Advice From an Investor to Business Owners

Robert Ritch

Serial Entrepreneur

Appraisals and Valuations from a Seller’s Standpoint

Appraisals and Valuations from a Seller’s Standpoint

Peter Agrapides

MBA, CVA

Asset Sales Versus Stock Sales

Asset Sales Versus Stock Sales

Andrew Gantman, CPA

President at Gantman & Associates

Expanding your Company through Franchising

Expanding your Company through Franchising

Julie Lusthaus, Attorney

Partner at Einbinder & Dunn

The Importance of Simplicity when Selling your Business

The Importance of Simplicity when Selling your Business

Randy D. Lewis, CFA, CVA, MBA

Managing Director at LP Valuation, LLC

Looking at the Sale Process from a Buyer’s Perspective

Looking at the Sale Process from a Buyer’s Perspective

Mike Rabinovich

Miracle Method Franchisee

How to Prepare for the Legal Aspects of Selling Your Business

How to Prepare for the Legal Aspects of Selling Your Business

Dan Cotter, Attorney

Attorney at Howard & Howard

Getting Premium Value for Your Business

Getting Premium Value for Your Business

Angela Sadang, ASA, CFA

Director at Marks Paneth LLP

Improve Your Customer Relationships to Increase the Value of Your Company

Improve Your Customer Relationships to Increase the Value of Your Company

Craig Klein

CEO, SalesNexus

Foreign Buyers Want Your Business

Foreign Buyers Want Your Business

Howard Johnson

Managing Director, MBA, FCPA, FCA, FCMA, CBV, CPA, CFA, ASA, CF

What Can Impact the Valuation of Your Business?

What Can Impact the Valuation of Your Business?

Fred Hall

CVA, CEO

Avoid Significant Financial Loss by Addressing These 10 Legal Concerns

Avoid Significant Financial Loss by Addressing These 10 Legal Concerns

Anoo Vyas

Visiting Professor

Discovering Fraud in Your Company and How to Stop the Bleeding

Discovering Fraud in Your Company and How to Stop the Bleeding

Bob Bates

CPA, CFO, CVA, CFE

Finish Big and Exit Happy

Finish Big and Exit Happy

Bo Burlingham

Author

Legal Guidance on Commercial Property

Legal Guidance on Commercial Property

Chris Cali

Attorney

Save Your Company From Bankruptcy

Save Your Company From Bankruptcy

Charles Shnaid

CPA

Lessening the Tax Burden when Selling a Business

Lessening the Tax Burden when Selling a Business

Cal Garvin

Wealth Manager - Tax Strategies, Education Advancement

Creating a Smooth Transition

Creating a Smooth Transition

Brent Freeman

Merger & Acquisition Advisor

Bruce Marks on SBA Loans for M&A Transactions

Bruce Marks on SBA Loans for M&A Transactions

Bruce Marks

MBA, CMAA

Gil Ostrick on Working Capital and Due Diligence for M&A Valuations

Gil Ostrick on Working Capital and Due Diligence for M&A Valuations

Gil Ostrick

Partner, Weiss Accountancy LLP

Joan Hellmer on the Perspective of Both a Corporate Acquirer and PE Firm

Joan Hellmer on the Perspective of Both a Corporate Acquirer and PE Firm

Joan Hellmer

Private Equity and M&A Professional

Jonathan Brabrand, Author of the $100 Million Exit

Jonathan Brabrand, Author of the $100 Million Exit

Jonathan Brabrand

M&A Advisor | Entrepreneur

Jonathan Wilson on M&A Integration

Jonathan Wilson on M&A Integration

Jonathan Wilson

M&A, Strategy, and Operations Executive

Luana Helsinger, on Valuing Public Companies & Equity Research

Luana Helsinger, on Valuing Public Companies & Equity Research

Luana Helsinger

Corporate Development Manager

How to Determine When a Business is Ripe for Investment

How to Determine When a Business is Ripe for Investment

Dan Tamkin

Founder / CEO

The Importance of Specialized Accountants to Reveal your Company’s Value

The Importance of Specialized Accountants to Reveal your Company’s Value

Darrell D. Dorrell

CPA/ABV, MBA, ASA, CVA, CMA, DABFA

Cross-Border: Preparing for a Deal with a Foreign Buyer or Investor

Cross-Border: Preparing for a Deal with a Foreign Buyer or Investor

Drew Stuart Dorweiler

MBA, CPA, ABV, CBV, ASA, CFE, CBA, CVA, FRICS

Entity Formation and the Importance of Staying Up to Date on your Filings

Entity Formation and the Importance of Staying Up to Date on your Filings

Diana Bartolotta

Attorney, Founder

Filings, Registrations and other Documentation: Stay organized, Stay Legal

Filings, Registrations and other Documentation: Stay organized, Stay Legal

Deborah Sweeney

CEO, Owner

Grow your Business with Free Resources Available in your City

Grow your Business with Free Resources Available in your City

Frank Aguirre

Business Development Specialist

How I Bought Out My Employer

How I Bought Out My Employer

Deborah Sweeney

CEO, Owner

Is Your Company Financially Fit?

Is Your Company Financially Fit?

Gabrielle Louma

CPA, Owner

Leasing Commercial Property – Basic Tips for First-Time Business Owners

Leasing Commercial Property – Basic Tips for First-Time Business Owners

Fred Encinas

Senior Vice President

Private Equity for Business Growth

Private Equity for Business Growth

Don Charlton

Operating Partner and Managing Director

Selling a Business after 12 Years: How to Leave a Legacy

Selling a Business after 12 Years: How to Leave a Legacy

Ed Antonowicz

Partner and Consultant

Why a Coordinated Public Relations Campaign is Vital to Your Business

Why a Coordinated Public Relations Campaign is Vital to Your Business

Debra Vilchis

COO

Due Diligence and Hiring an Attorney: Advice that Will Save You Thousands.

Due Diligence and Hiring an Attorney: Advice that Will Save You Thousands.

Hanwei Cheng

Attorney

The Mindset of a Serial Entrepreneur–Growing Multiple Businesses for Sale

The Mindset of a Serial Entrepreneur–Growing Multiple Businesses for Sale

Gregg Sharp

Owner, CEO

Avoid Deal-Killing Legal Mistakes

Avoid Deal-Killing Legal Mistakes

Jamie Sasson

Attorney, Managing Partner

How to Build Leads Through Online Marketing Strategies

How to Build Leads Through Online Marketing Strategies

Jan Rautenbach

Preparing to sell your business 2 to 5 years from now

Preparing to sell your business 2 to 5 years from now

Jennifer Martin

Founder, Business Consultant, Motivational Speaker, Published Author

What Entrepreneurs Need to Know for their Business to Thrive

What Entrepreneurs Need to Know for their Business to Thrive

James Bottom

Director, Founder

Why Seller Due Diligence is Vital to a  Successful Sale

Why Seller Due Diligence is Vital to a Successful Sale

Michael Schachter

Attorney and Partner

10 Ways to Increase Your Company’s Value

10 Ways to Increase Your Company’s Value

Anja Bernier

Acquisition Advisor & Certified Business Appraiser

Essential Systems for Business Growth

Essential Systems for Business Growth

Terry Coker

Franchise Strategist, Speaker and Author

Enhancing Value with Your Exit in Mind

Enhancing Value with Your Exit in Mind

Andrew Cadwell

Early Culture Integration for a Healthy Merger

Early Culture Integration for a Healthy Merger

Dr. Curtis Odom

Certified Merger and Acquisition Advisor

Working with a Professional Coach Can Improve Your Business’s Growth

Working with a Professional Coach Can Improve Your Business’s Growth

Dr. Janine-Nicole Desai

Consultant, Executive Coach

Do You Know What Prospective Buyers Think About Your Business?

Do You Know What Prospective Buyers Think About Your Business?

Mark Johnston

CEO and Founder

Dealing with Rising Supply Chain Costs

Dealing with Rising Supply Chain Costs

Tim Van Mieghem

Partner at The ProAction Group

Crowdfunding: A Legitimate Financing Option

Crowdfunding: A Legitimate Financing Option

Markus Lampinen

Digital Finance Entrepreneur

How Strong is Your Second in Charge (2IC)?

How Strong is Your Second in Charge (2IC)?

Mark Oxenham

Business coach and founding partner at KLO Partners

How I Sold My Business

How I Sold My Business

Matt Wakelin

How Does Improving Human Performance Translate to Increasing Your Company’s Value?

How Does Improving Human Performance Translate to Increasing Your Company’s Value?

Darrell W. Gunter

M&A advisor

How Business Brokers Help Sellers

How Business Brokers Help Sellers

Nelson Bayford

Business & Franchise Broker

Going Global: Branding Your Business in a New Market

Going Global: Branding Your Business in a New Market

Axel Hofmann

Managing Director at RED International

Franchising for Growth: Truths and Trends

Franchising for Growth: Truths and Trends

James Channer

Franchise Development Executive

Get Your Business ‘Sell-Ready’ (Whether You Want to Sell or Not)!

Get Your Business ‘Sell-Ready’ (Whether You Want to Sell or Not)!

Marc Borrelli

CFA

Exit Planning for Baby Boomers

Exit Planning for Baby Boomers

Bob Kroon

Executive Coach, Mentor, Business Advisor

Essential Tips for Baby Boomers Looking to Sell their Business

Essential Tips for Baby Boomers Looking to Sell their Business

John F Dini

Exit Planning Coach, Author and Speaker

Seek Alternative Funding to Solve Cash Flow Issues in Your Business

Seek Alternative Funding to Solve Cash Flow Issues in Your Business

Donald Jacobs

Business Consultant and Financial Advisor

How to Close the Valuation Gap

How to Close the Valuation Gap

Matt Turpin

CPA, CVA, CMAA, CGMA

Selling a Business? Be Ready to Manage Your Emotions

Selling a Business? Be Ready to Manage Your Emotions

Ed Ketchoyian

What Buyers and Sellers Need to Know About Each Other

What Buyers and Sellers Need to Know About Each Other

Ed Murphy

Former Senior Vice President of Strategic Transactions at SAIC

Why Early-Stagers Need Valuations

Why Early-Stagers Need Valuations

Pieter Stam

Appraiser Business Valuation

A CPA Drill-down of your Financials is Crucial when Selling your Business

A CPA Drill-down of your Financials is Crucial when Selling your Business

Matt Turpin

CPA, CVA, CMAA, CGMA

Choosing Construction Contractors Wisely for Savings and Safety Now and Later

Choosing Construction Contractors Wisely for Savings and Safety Now and Later

Marina Manoukin

Senior Counsel

Is your business franchisable?

Is your business franchisable?

Mark Siebert

CEO of iFranchise Group

How Telling your Story can Help you Sell your Business

How Telling your Story can Help you Sell your Business

John Chang

CEO or a Chief Pilot

More due diligence – what separates those who are ready to sell from those who aren’t

More due diligence – what separates those who are ready to sell from those who aren’t

Jonathan Siebers

J.D., CM&AA

Many uses for SBA loans

Many uses for SBA loans

Matt Millett

Vice President-SBA Business Development

Streamlining Processes to Create a more Efficient Company

Streamlining Processes to Create a more Efficient Company

John M. Ragsdale

President

The top five things you need to consider before selling your business

The top five things you need to consider before selling your business

Jim Lewis

Past Chapter Chair at SCORE

What to do when you want to sell your company but you’re not ready

What to do when you want to sell your company but you’re not ready

Lance Metcalf

M&A Expert and Real Estate Attorney

Are you a good candidate for franchise ownership?

Are you a good candidate for franchise ownership?

Ron Bender

CFE

Are you getting your money’s worth from your CPA?

Are you getting your money’s worth from your CPA?

Scott Shields

CPA

Choosing the Right Brand (or Brands) for Your Franchise Business

Choosing the Right Brand (or Brands) for Your Franchise Business

Pete Baldine

President of Moran Family of Brands

Common Myths Regarding SBA Loans and Buying a Business

Common Myths Regarding SBA Loans and Buying a Business

Steve Mariani

President and Business Finance Advisor at Diamond Financial

Costs and Advantages of Franchising

Costs and Advantages of Franchising

Patrick LeFeuvre

Master Franchisee

Essential Tips for Sellers

Essential Tips for Sellers

Michael Bankus

CVA, MBA

Guidance for searching for commercial property for your business

Guidance for searching for commercial property for your business

Tony M. Guglielmo

CCIM

Help for older business owners preparing to exit their companies – Michael Meagher

Help for older business owners preparing to exit their companies – Michael Meagher

Michael Meagher

President at MWM & Associates

How an Area Rep helps franchise owners become successful from the start

How an Area Rep helps franchise owners become successful from the start

Ruben Trevino

Area Representative at Always Best Care Senior Services

How keeping tight financial records from the start will pay off in the long run

How keeping tight financial records from the start will pay off in the long run

TJ Liles-Tims

MBA, CVA, CFE, MAFF

How small businesses can save money by outsourcing their IT

How small businesses can save money by outsourcing their IT

Roman Surikov

CEO of Ronas IT

Importance of Having an Attorney When Selling or Buying a Business

Importance of Having an Attorney When Selling or Buying a Business

M. Blen Gee Jr.

Attorney

Look to private equity for business growth and expansion

Look to private equity for business growth and expansion

Phil Brennan

Managing Partner of Go Capital

Looking to your business attorney as a trusted adviser and business resource

Looking to your business attorney as a trusted adviser and business resource

Robert Shipley

President and Partner at Shipley Law Group

Other Important Reasons for Appraisals

Other Important Reasons for Appraisals

Michael Gould, Director

CPA/ABV/CFF, ASA, CFE, CVA

Revenue Gains from Operational Improvements

Revenue Gains from Operational Improvements

Tim Van Mieghem

Co-founder of The ProAction Group, Acme Finishing Company LLC, The Peakstone Group

Should You Rent a CFO?

Should You Rent a CFO?

Raz Silberman

MBA, CPA, Owner & President at American Century Life Insurance Company of Texas

Succession Planning: just as important for your business as it is for you personally

Succession Planning: just as important for your business as it is for you personally

Peter C. Brehm

Attorney and Certified Valuation Analyst

Why franchise business owners should use attorneys specializing in franchise law

Why franchise business owners should use attorneys specializing in franchise law

Tom Spadea

Franchise Attorney

Why Sba Loans are Great Way to Finance your Business

Why Sba Loans are Great Way to Finance your Business

Thomas Meyer

Senior Vice President

Why you should avoid “quick fixes” when working to raise your company’s value

Why you should avoid “quick fixes” when working to raise your company’s value

Russ Glazer

Partner at Gettry Marcus CPA, P.C.

Avoiding risks that could destroy your company’s value

Avoiding risks that could destroy your company’s value

Virginia Alice Suveiu

Esq.

Overcoming issues that impact the value of your global business

Overcoming issues that impact the value of your global business

Walter Blijleven

RA CVA

Reduce Taxes on Capital Gains

Reduce Taxes on Capital Gains

Meghan Jodz

Senior Tax Manager, Grant Thornton LLP

Alphagraphics Franchise Industry

Alphagraphics Franchise Industry

Jeff Spires

AlphaGraphics’ Regional Development Director

An Automotive Franchise Everyone Can Appreciate – Moran Family Brands

An Automotive Franchise Everyone Can Appreciate – Moran Family Brands

Ben Reist

VP, General Manager at Accelerated Development, INC

Becoming a Money Mailer Franchisee

Becoming a Money Mailer Franchisee

Dennis Jenkins

Vice President, Franchise Licensing at Money Mailer

Business Appraisal: Far More than an Exit Strategy

Business Appraisal: Far More than an Exit Strategy

Trisch Garthoeffner

CVA, MAFF, EA

Buying a Business 101

Buying a Business 101

Walter L. Zweifler

ASA CFA

Buying a Mr. Rooter Franchise

Buying a Mr. Rooter Franchise

Sam Thurman

Vice-President of Franchise Development

Defer Capital Gains Tax With 1031 Exchange

Defer Capital Gains Tax With 1031 Exchange

Chris Cali

Transactional Attorney

Financial Readiness Before the Deal

Financial Readiness Before the Deal

Rob Taylor

Get to Know Money Mailer and What They Offer

Get to Know Money Mailer and What They Offer

Beth Wheeler

Money Mailer Franchisee

Investing in the Mr. Appliance Franchise – It’s All about the Customer!

Investing in the Mr. Appliance Franchise – It’s All about the Customer!

Gary Landon,

Management Consulting

Planning and Selling Business with Morgan & Westfield

Planning and Selling Business with Morgan & Westfield

Dr. Harry M. Freedman, MD

Orthopedic Surgeon

Reps and Warranties Insurance is Good for Buyer and Seller

Reps and Warranties Insurance is Good for Buyer and Seller

Kirk Sanderson

The Key Value-Drivers of a Successful Business

The Key Value-Drivers of a Successful Business

Marcus A. Sullivan

CVA, CMAA, MAFF

What All Successful M&A Deals Have in Common

What All Successful M&A Deals Have in Common

Peter J. Boni

Senior Advisor, Author, Speaker, Director, Investor, Former Science & Technology CEO

What Investors Want You to Know

What Investors Want You to Know

Christopher Sheeren

Private Equity Investor

What You Need to Know About Franchising

What You Need to Know About Franchising

Mark Siebert

CEO,Franchise Consultant, iFranchise Group

Why Become a Master Franchise Partner with ComForCare

Why Become a Master Franchise Partner with ComForCare

Philip LeBlanc

Vice President of Franchise Development at ComForcare Health Care Holdings, Inc.

Expanding Your Business in Europe

Expanding Your Business in Europe

Andrew Pike

CFA, ASA, RV

Factors That Influence Valuation

Factors That Influence Valuation

Trisch Garthoeffner

CVA, MAFF, EA

Financing Cash Flow and Business Growth

Financing Cash Flow and Business Growth

Steve Mariani

Business Finance Advisor

Fix Your Cash Flow Now

Fix Your Cash Flow Now

Scott Shields

CPA , Founder of Shields Blice and Company

Get an Outrageous Price for Your Business

Get an Outrageous Price for Your Business

Kevin M. Short

Managing Partner at Clayton Capital Partners and Author

How to Get the Most for Your Business

How to Get the Most for Your Business

Mark Sievers

Business Broker, Consultant , Franchise Sales , Liquidations, Intellectual Property Broker, Real Estate

Investment Banks Provide Options, Flexibility

Investment Banks Provide Options, Flexibility

Todd Taskey

Investment Banker

Knowing ‘Why’ Can Help You Sell Your Business

Knowing ‘Why’ Can Help You Sell Your Business

Andrew Rogerson

Certified Broker and Author

M&A Process: A Buy-side Perspective

M&A Process: A Buy-side Perspective

Nonye Ukawuba

MBA, CPA

Raising Value: A Fresh Perspective

Raising Value: A Fresh Perspective

Carl Sheeler

Ph.D., ASA

Success after the Sale

Success after the Sale

Stuart Diamond

Management Consultant

Tax Advantage for Commercial Property Owners

Tax Advantage for Commercial Property Owners

Steven Oppenheim

Partner at Gettry Marcus CPA, P.C

The Right Appraisal, the Right Appraiser

The Right Appraisal, the Right Appraiser

Ryan Kinahan

ASA

Value Advantage of Being Lean

Value Advantage of Being Lean

Colin Baird

Senior Management Consultant at Coaching Crossroads

Value Recovery Through Restructuring

Value Recovery Through Restructuring

Dan Tamkin

Chief Technology Officer

When a Valuation is Unnecessary

When a Valuation is Unnecessary

David Bookbinder

Valuation Expert

Working with an Investment Banker

Working with an Investment Banker

Ann Hanna

MBA, CPA

Resources: Expert Advice

Receive expert advice on buying, selling, or valuing businesses based on hundreds of successful transactions.

Business Valuation Basics: 9 Critical Concepts to Understand

Introduction There are nine critical valuation concepts you should understand before valuing your business: Fair Market Value vs. Strategic Value Most business appraisals use fair market value (FMV) as the standard of value. Strategic value is the value of a business to a specific buyer. It can represent a value in excess of FMV to a specifi...

A Simple Recipe for an Efficient Business Sale

Introduction According to recent studies, the average seller has to talk to 40-plus buyers to sell their business. That’s a time-suck if there ever was one. Moreover, many sellers also quickly get frustrated when buyers do not return phone calls or emails or randomly just disappear during the sale process. Fortunately, there’s a better w...

7 Steps to Sell a Business Fast

Introduction What are the steps I’ll need to take to sell my business? It’s a complicated process but you can simplify the procedure with a plan and increase your chances for a successful sale by properly executing each step of that plan. The Process of Selling a Business -- The Seven Steps Prepare a confidential information memoran...

Selling Your Business? Hire an Attorney to Increase the Bottom Line

Most people think hiring an attorney is only necessary when there is a problem. However, the best time to seek an attorney’s advice is when you are starting the process of selling your business, when you are thinking about buying or starting a business, and before there is ever a problem. That’s the advice of Hanwei Cheng, senior counsel of ...

8 Signs You Aren’t Ready to Sell Your Business

Introduction Making the decision to sell your business is one of the most important choices that you will have to make as a business owner. Selling prematurely can lead to unexpected surprises in due diligence, lower valuation by prospective buyers, and even an inability to close the sale. Here are eight signs that your business may not be ready t...

3 Simple Things to Look for When Hiring a CPA

Certified Public Accountants come in many forms. Some focus purely on doing taxes at the end of the year while others prepare financial statements, manage payroll, assist owners in preparing their businesses for sale, assist prospective buyers in obtaining loans to buy businesses, and more. Additionally, there are CPA firms that have become a one-s...