Eugene, Oregon, Business Brokers and M&A Advisors

(888) 693-7834

Business Broker and M&A Services in Eugene, Oregon

Facilitating Your Business Sale

At the Eugene, Oregon office of Morgan & Westfield, our team of professional business advisors provides an array of services for facilitating business sales. Our services are designed to focus on the technical aspects of your business sale, including:

Business Valuation

Our business advisors perform business appraisals by considering your company’s financial information, inventory, assets, liabilities, current market performance, historical performance, projected future performance, and other factors. All of these will be summarized in a formal business valuation report that will enable us to recommend an asking price for your company. Read more about Business Valuation

Offering Documents

We prepare an offering document, which includes a summary of your company details. This document is provided to serious buyers so that they can learn more about your company.

Marketing

At Morgan & Westfield, we use a strategy called ‘confidential marketing’ to advertise your company’s sales. This strategy involves advertising your sale using generic information and calls on interested buyers to contact our business advisors to learn more.

When they contact our office, they are asked to sign a non-disclosure agreement. Only then will they be provided with more details about your company. This marketing strategy enables us to advertise the sale of your business while maintaining confidentiality. It also allows our business advisors to screen buyers so that you interact only with qualified buyers. Read more about Marketing

Negotiation Advice and Deal Structuring Assistance

Our business advisors guide you on negotiation techniques and prepare you before the negotiation process begins. Once you and your buyer reach a deal in principle, our business brokers will help you structure the deal in a way that is conducive to a successful sale. Read more bout Deal Structure

Financing Assistance

We will help secure financing assistance for your business sale. In situations where the sale is seller-financed, our business advisors will help you structure the repayment plan in a way that is conducive to successful repayment. We will also help you outline these terms contractually so that repayment terms are clear and binding.

Closing Services

Our business advisors will help you complete all of the paperwork necessary to close the sale and transfer ownership to your buyer. Read more about Closing

In addition to these technically focused services, our business brokers also provide services that are less tangible. These services that are focused on providing you with support and guidance throughout the sales process include:

  • Exit Planning: Our business brokers will help you plan your company’s future. We will discuss your options and help you make the decision that is right for you.
  • Negotiation Support: Negotiations can be stressful for business owners. Our brokers will provide support as you go through the negotiation process and help you to keep everything in perspective. We will act as advisors as you go through this process.
  • Advice: We offer professional advice that will help you avoid common seller mistakes.
  • Protection: Our team will work to protect your confidentiality at all times. We will provide you with non-disclosure agreements and tips for ways to prevent confidentiality breaches.

Preparing for Your Business’ Sale

Before the sales process even begins, there are many things that you can do to prepare for your company’s sale. Some of these tasks include:

  • Mentally Prepare Yourself for the Sale: Given the time and effort that you have dedicated to your business, you feel an understandable connection to your company. You should address this before the sales process begins; otherwise, you may not be able to fully commit yourself to the sales process. This could make selling the business more challenging.
  • Remove Items Unrelated to the Sale: To prevent confusion with your buyers, you will need to remove personal items that are not related to the sale from your company’s property.
  • Understand Your Leases: Make sure that you know what you own and what you are leasing. This can prevent misunderstandings between you and your buyers. This will also allow you to understand your abilities to transfer your leases to new owners. Read more about Lease
  • Prepare Information about Your Company’s Performance: Buyers will want to see verifiable information about your company. If you have these documents prepared ahead of time, it will give the impression that you are confident in your past performance and you have nothing to hide.
  • Repair Your Property: You want your business to be looking its best when the buyer sees it, so you should take this time to repair any damaged property and remove anything that is not working. Read more about Specific Issues
  • Run Your Business: Buyers want to see your business running to its potential, so be sure to continue operating normally despite your impending sale.
  • Contact Morgan & Westfield for Professional Assistance: Our Business advisors can help you with every aspect of selling your business and we can ensure that your business is sold successfully.

By completing these tasks, you can both make a successful sale more likely and make the entire sales process easier for yourself.

Business Brokers of Morgan & Westfield, Eugene, Oregon Office

At 975 Oak St, Eugene, Oregon 97401, office of Morgan & Westfield, our business advisors have a deep connection to the communities that make up this region of the western coast of Oregon. These communities include: Downtown Eugene, South Eugene, North Eugene, West Eugene, East Eugene, Friendly Neighborhood, Amazon, River Road, Crescent Village, Harlow, Springfield, Bethel, and other surrounding areas in Lane County.

Our business advisors have hundreds of years of cumulative experience within these communities, giving us a unique understanding of the dynamics of this local marketplace. With such experience, our business brokers have developed a system that enables them to facilitate hundreds of local business sales every year. This proven system can also be used to help you sell your business.

To learn more about our services and the ways in which our business brokers can facilitate the sale of your business, contact the Eugene, Oregon office of Morgan & Westfield today.

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
  • Assisted Living Facility
  • Automotive
  • Automotive Parts Manufacturer
  • Construction
  • Event Center
  • Family Medical Practice
  • Fitness Center
  • Food and Beverage
  • Franchised Fast Food Chain
  • General Healthcare
  • Industrial Chemical Manufacturer
  • Retail
  • Services
  • Sign Manufacturer
  • Technology
  • Web Design Firm
  • 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.