M&A Experts

We're an independent M&A advisory firm specializing in the valuation and sale of middle-market businesses. 

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The M&A firm Trusted by Hundreds of Entrepreneurs

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Selling a Business is Complicated – We Make it Simple

We have invested over a decade honing the Morgan & Westfield 4-Step Method for selling a business. This documented framework has been refined over the course of hundreds of successful transactions, and provides you with proven steps to minimize risk and maximize price.

Tailored Approach

There’s only one business in the world like yours – work with a team that gives you individual attention. We customize our process based on your needs and the size, industry, and type of business.

No Contracts

Sell now or sell later – unlike other M&A firms, Morgan & Westfield requires no long-term commitments.  We’re here to help you either way.


Confidentiality and security are paramount to a successful transaction. We strategically release information about your company in measured stages as the transaction unfolds.


Years Experience



Up to $100M

in Annual Revenue


Goal: Sell your Business

Meet Your Team

Jacob Orosz Portrait

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

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.

Go with a team of experts whose only specialty is

selling businesses

Our Proven Approach

The Morgan & Westfield 4-Step Method

We’ve spent over a decade perfecting the process of selling a business. Here’s the result:

Step 1: Assess

Our assessment helps you determine if you’re ready to sell now and what steps to take before you begin the sales process.

Step 2: Prepare

Once you decide to sell, we will begin to professionally package your company before going to market, ensuring optimal presentation.

Step 3: Market

We develop and execute a strategic marketing campaign focused on targeting the right type of buyers, including individuals, strategic, and financial buyers.

Step 4: Close

We’re with you every step of the way until the check clears, providing support and guidance throughout the process.

Real Stories from Real Clients

a clean white and stone bathroom
Industry: ServicesRegion: South Central

In 2003, an inspiration to remodel their home made them realize how valuable refinishing is to homeowners. That recognition led them to once again put up their own business – after selling their eight-year-old Manhattan Bagel shop to someone who…

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a grey and white kitchen
Industry: New EnglandRegion: Services

Many unexpected events can happen during the process of selling a business. For Diane Robbins, one of them was having a prospective buyer within four short days of listing her Miracle Method franchise in Ludlow, Massachusetts for sale on the…

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a meal consisting of onions, raspberries, meat and rocket
Industry: Food & BeverageRegion: Midwest

When Matt Wakelin decided to relocate and move back to upstate New York, he definitely knew that his decision would entail letting go of his business in Maumee, Ohio. For one, Treasure Chest Foods, LLC — a home delivery service…

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Selling Your Business is a Big Deal

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.

Slideshow Items

  • The #1 Podcast on Mergers & Acquisitions

    At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more.

    Hosted by Jacob Orosz, President of Morgan & Westfield

    Listen to All Episodes

    Our past guests have included experts from the following companies:

      BCG logoJ.P. Morgan logoGoldman Sachs logoForbes logoDeloitte logoPWC logoKPMG logoIBM logoJ.P. Morgan logo
  • Browse All Our Content on Selling a Business by Topic

    Comprehensive articles on every step of the process of buying or selling a business from the most exhaustive encyclopedia of M&A articles in the industry.


    Browse All Content Now
    • General
    • Prepare
    • People
    • Valuation
    • SDE & EBITDA
    • Buyers
    • Marketing
    • Letter of Intent
    • Financing
    • Meetings
    • Deal Structure
    • Due Diligence
    • Closing
    • Transition
  • Books on Selling a Business

    Written by Jacob Orosz, President and Founder of Morgan & Westfield

    The Art of the Exit. The Complete Guide to Selling Your BusinessAcquired. The Art of Selling a Business with $10 Million to $100 Million in RevenueThe Exit Strategy Handbook. A Complete Guide to Preparing Your Business for Sale