About Us

We help entrepreneurs successfully plan and execute the sale of their businesses.

Founded in 2009, Morgan & Westfield specializes in selling small and mid-sized businesses with revenues up to $50 million. We have successfully 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.

We can guide you through the entire process for one low, flat fee, which includes preparing your company for sale, marketing, advertising, screening buyers, preparing an offer, managing the due diligence process, and successfully handling the closing. Nothing is left to chance. We work with you as a team throughout the process, handling all of the technical details and walking you through the process step by step.

Whereas most brokers work exclusively on a commission basis, we eliminate this bias by working similar to other professionals, such as attorneys and accountants. This allows us to provide significant savings over using a commission-based broker, even for the smallest businesses. Brokers who work exclusively on commission have a natural conflict of interest. Because our entire fee is not entirely commission-based, unlike that of other brokers, our advice is unbiased.

Unlike most brokers, we do not require a one-year, exclusive contract. Instead, we take a team-based approach in helping you. Most importantly, each transaction is unique, so we customize the process based on your needs and the size, industry and type of your business. Because we have a professional team devoted to helping you sell your business, we can give you access to an extensive amount of resources that other brokers can’t provide. In addition, you get the benefit of the same processes and resources that the best brokers and M&A advisors in the country use, plus our dedicated team of expert advisors, but without the high fees and long-term contracts.

Any size of business, one-size fee. It’s that simple.


No contracts required.

Unlike other brokers, we do not require any long-term contracts — you can sign up today and cancel tomorrow.


We help you keep the sale confidential.

The sale process is conducted confidentially, allowing you to keep the sale secret from your competitors, employees and suppliers. We help you sell your business quickly and quietly, and for top dollar. Our approach has been proven to help maintain the confidentiality of the sale throughout the process.


We save you time.

Our process saves you time, allowing you to focus on running your business, while we focus 100% of our efforts on selling your company. Additionally, our process naturally weeds out tire-kickers and others who may not have the proper motivation to buy your business. By pre-screening buyers, we save you time, which allows you to focus your energy on running your business.

A Custom Approach Reduces Fees.

We offer significant savings over using a commission-based broker. You can access the same methods used by commission-based brokers, and more, but without the high fees and conflicts of interest. Whether you are a serial entrepreneur or a business owner who has never sold a business before, we can help you. The approach is custom-tailored based on your needs, using our proprietary three-step process for selling a business.

Whether you want to sell now or in the future, we can assist you. This process results in remarkable savings over using an exclusively commission-based broker, allowing you to reduce professional and broker fees by up to 50%. Additionally, all of our services are available on an a-la-carte basis, so you can choose how involved you would like us to be in the process.

We have Taken a Complicated, Stressful Process and Made it Simple.

We have broken down the process of selling a business into clear, understandable and easily executed steps. The process has been clearly organized into three distinct steps and has been proven to reduce the stress and time to sell a business by over 50%. Selling a business is hard, but we make it easy using our straightforward, transparent three-step model. Because we have perfected the process over time, it is simple, streamlined and easy to execute. We also make it easy for you to understand the process and quickly respond to your calls and emails. We are here for you every step of the way. Our professional approach guarantees we’ll handle your sale correctly.

Our Team-Based Approach Ensures a Successful Sale.

You will have access to resources and professionals that are available only at much larger, expensive firms. We take a team-based approach to selling your business and have a large back-end team of specialists consisting of CPAs, attorneys, appraisers, writers, editors, marketers and other experts to help you sell your company. Rest assured knowing you have a large, professional team guiding you through the complex process of selling your business. And we are just a phone call away. This ensures a smooth, efficient process and eliminates potential deal killers.

We can help you sell now or in the future.

We can help you sell your business now if the sale is urgent or help you prepare for the sale years in advance, thus maximizing the proceeds of the sale. Act now. Contact us today to see how we can help you navigate one of your life’s most difficult events. There are no obligations. Call us today to set up a 30-minute call to see how we can help you.