Roseville, California, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in Roseville, California

• Email: [email protected]
• Phone: (916) 776-5063
• Address: Roseville, California, USA
• Hours: Monday to Friday | 8am to 5pm

Facilitating Business Sales

At the Roseville, California, office of Morgan & Westfield, our business brokers provide a variety of services that facilitate the successful sale of your business. These services include:

• Business Appraisals: Our team of business brokers will evaluate your business’s financial records, assets, liabilities and operations to determine the value of your company. We will summarize our findings in a formal business valuation report. This report will then be used to formally demonstrate your company’s value to potential buyers. This information will also be useful in helping you to determine an asking price for your company. Read more about Business Appraisals.
• Asking Price: Our business brokers will utilize the information from the formal business valuation report to assist you in determining an asking price. We will also consider your local market and many other factors to advise you on a most probable selling price.
• Offering Documents: Morgan & Westfield will create a 15-to-30-page document that summarizes pertinent information about your company. This document will be presented to potential buyers after they have been screened and have signed a confidentiality agreement. This document is designed to communicate a variety of important information to interested buyers.
• Marketing: At Morgan & Westfield, our business brokers employ a confidential marketing strategy in which your business is advertised using only generic information. Prospective buyers are invited to contact Morgan & Westfield for further detailed information about your specific company. Marketing in this way allows our business brokers to both advertise your business’s sale and maintain its confidentiality. Read more about Marketing.
• Buyer Screening: Any potential buyer who contacts Morgan & Westfield seeking more information about your company will be pre-screened. By properly vetting all prospective buyers, we ensure that only serious buyers move forward in the process. Read more about Screening Buyers.
• Assistance with Negotiations: We understand that negotiations can be stressful and tensions can run high. For this reason, our business brokers will do whatever is necessary to ensure that you are fully prepared for all negotiations. We will provide tips for successful negotiations, assistance with deal structuring and constant support. Our business brokers will work to ensure that negotiations are always productive.
• Administration of the Closing Process: Business sales require many details to be addressed. Funding must be secured, contracts must be drafted and signed, assets must be transferred, leases must be extended, contractual obligations must be fulfilled and everything must be made official. These tasks can be somewhat overwhelming, but failure to complete even one of them could nullify your deal. Our business brokers will assist you in completing all of these tasks and ensure that your deal is closed successfully.
• Support: Selling your business can be a difficult undertaking. At some point, you will encounter complications, have questions, become overwhelmed or just need some guidance. At the Roseville, California, office of Morgan & Westfield, our business brokers will always be there for you. We provide constant support and guidance to ensure that your questions are always answered, your challenges are overcome and your concerns are addressed.
• Protection: At Morgan & Westfield, our business brokers place a particular emphasis on protecting your privacy, and in doing so, protecting your company’s value. We utilize confidentiality agreements and go to great lengths to ensure that your information is always completely secure. Failure to secure your information could make your company vulnerable and be a major threat to your confidentiality.

Each of these services will complete or assist you in completing every step in the process of selling your business. By completing these tasks for you or facilitating your completion of these tasks, we make selling your business easier. You will never need to worry that something is being completed incorrectly or that a task is being left incomplete. Providing these services allows our business brokers to do most of the hard work of selling your business for you, thereby reducing the pressure that you feel and making the process easier for you.

Read more about The Process of Selling a Business

Selling Your Business through Roseville, California, office of Morgan & Westfield

At 1024 Iron Point Road, Roseville, California, office of Morgan & Westfield, our team of business brokers has been serving this local community for more than a collective 100 years. We have facilitated business sales for companies in nearly every industry with values ranging from $50,000 to $100 million. As a result of our extensive experience in Central California, we have developed a deep connection to the Sacramento Valley region of California. This is especially true in the cities of Downtown Roseville, East Roseville Parkway, West Roseville, Stoneridge, Sun City Roseville, Fiddyment Farm, Highland Reserve, Diamond Oaks, Woodcreek Oaks, Lead Hill, Cirby Ranch, Pleasant Grove, Junction West, Blue Oaks, Stanford Ranch, Rocky Ridge, and Roseville Heights.

Through our connection to these local communities, we have established a plethora of local contacts whose assistance throughout the process of selling your business can prove invaluable. We have also built a wealth of knowledge about the local business market and how to effectively sell a business here. To learn more about how you can utilize our services and our local knowledge to assist you in selling your business, contact the Roseville, California, office of Morgan & Westfield today.

Our President is Your Point Person

Jacob Orosz

President and Founder of Morgan & Westfield

25+ Years of M&A Experience: Over 25 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

300+ Transactions: Successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers in North America, Central America, South America, Europe, and Asia.

Author of 5 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired.

Host of M&A Talk: Host of the #1 podcast on selling a business – M&A Talk.

Host of M&A Talk: The #1 Podcast on Selling a Business

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The Morgan & Westfield Advantage

At Morgan & Westfield, you’re in the C-suite. We don’t turn you over to a junior associate. You’ll work directly with the president of Morgan & Westfield, Jacob Orosz, who is with you from start to finish. Jacob has over 20 years of experience selling businesses, is the author of six books on M&A, and is the host of the #1 podcast on mergers and acquisitions – M&A Talk.