Lowell, Massachusetts, Business Brokers and M&A Advisors

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Business Broker and M&A Services in Lowell, Massachusetts

Sell Your Business With the Business Brokers of Morgan & Westfield, Lowell, Massachusetts

At 262 Middlesex Street, Saint Lowell, Massachusetts, 01852, office of Morgan & Westfield, we provide services that are designed to facilitate the successful sale of any business. However, we do not believe in taking a one-size-fits-all approach. So we allow clients to choose which services they want to utilize. Offering you the option to choose the services that fit your unique situation helps you save money and allows our business brokers to understand how to serve you better. We believe that providing you with a customized set of services that will best suit your needs also allows our team to provide you with a higher quality of service. Our list of services includes:

  • Business Valuations: Our business brokers will perform an appraisal of your business. We will go through your business’s financial records, inventory, assets and other information to create a formal business valuation report. This report will then be used throughout the process of selling your business. Read more about Valuation
  • Confidential Marketing: At Morgan & Westfield, we have developed a system for advertising the sale of your business to potential buyers that does not divulge specific information about your business. This system of confidential marketing requires us to advertise the sale of your business on our website as well as more than a dozen other websites using general information only. Interested buyers will then contact our business brokers if they would like more information, at which point potential buyers are required to sign a confidentiality agreement. Once the agreement is signed, we will provide them with more information about your specific business. Marketing your business in this way allows us to both find you a buyer and protect your privacy at the same time. Read more about Marketing
  • Buyer Screening: Our business brokers pre-screen all potential buyers before we present them to you. This is another way that we work to ensure your protection. We will make sure that all buyers are properly vetted and are sincerely interested in purchasing your business before connecting them with you. This both protects your privacy and prevents you from wasting time negotiating with a buyer that is not capable of purchasing your business. Read more about Screening Buyers
  • Facilitation of Negotiations: Once your potential buyer has been screened and meets Morgan & Westfield’s standards, negotiations will begin. Our business brokers will advise you on negotiation techniques and be there to support you throughout the entire negotiation process. We understand that negotiations can be stressful and emotions can run high. So we work to ease this process and make it as simple as possible, increasing the chances that a deal will be reached. Read more about A Guide to M&A Negotiating Tactics
  • Assistance with Paperwork: When selling a business, you will be required to complete a great deal of paperwork. Contracts must be created and signed, property needs to be transferred, and all financing documentation must be completed. At Morgan & Westfield, we understand that the paperwork involved in selling a business can be overwhelming. Our business brokers will assist you with completing and filing all of the necessary documentation to finalize the sale of your business.
  • Assistance with Closing the Sale: Our business brokers will guide you through the entire process of closing the sale and make sure that all contractual obligations have been met.
  • Assistance with Securing Financing: Our business brokers will work with other industry professionals to ensure that the sale of your business is successfully financed. We will make sure that funding is secured and all financing requirements are fulfilled.

Our President is Your Point Person

Jacob Orosz Portrait

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.

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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 25 years of experience selling businesses, is the author of five books on M&A, and is the host of the #1 podcast on mergers and acquisitions – M&A Talk.

Free Consultation to Get You Started

No obligations, no strings attached

Thinking of selling your business? Get the answers you need – we’ll even give you some questions to consider. Explore your options now.

Schedule a Free Consultation

Past Transactions - Business Sales or Appraisals

  • Advertising Agency
  • Apparel Manufacturer
  • Assisted Living Facility
  • Automotive
  • Digital Marketing
  • Event Center
  • Family Medical Practice
  • Fitness Center
  • Food Products Manufacturer
  • General Healthcare
  • Industrial Chemical Manufacturer
  • Professional Services
  • Retail
  • Services
  • Sign Manufacturer
  • Technology
  • Travel Website
  • Wholesale and Distribution

Real Stories from Real Clients

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The Most Comprehensive Library of Resources on Buying or Selling a Business

Browse Our Content by Topic
  • Books: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired – written by Jacob Orosz, president of Morgan & Westfield.
  • M&A Talk Podcast: The #1 podcast on mergers and acquisitions with over 150 episodes.
  • M&A Encyclopedia: 800+ pages of articles on every step of the M&A process.
  • Ask the Expert: Ask our team any question related to the sale or purchase of a business.
  • Downloads: Download forms and checklists for buying or selling a business.
  • M&A University: In-depth courses led by industry experts on M&A.