Preserving your confidentiality is as important to us as it is to you. At Morgan & Westfield, we employ consistent strategies to help ensure your transaction remains confidential from beginning to end.
Our Strict Code of Ethics
Morgan & Westfield adheres to a strict code of ethics designed to help maintain confidence, trust, loyalty, and good faith. As your advisor, we have a responsibility to faithfully represent your interests in a professional manner and we place this duty of care above our own personal interests. A confidential relationship fosters trust and encourages an efficient exchange of the sensitive information necessary to close a transaction.
Why Maintain Confidentiality
Your business depends on the continuity and trust of your staff, customers, and suppliers. Knowledge of an upcoming sale can undermine this trust and result in unwarranted disruption at a time when it’s more important than ever to present a well-functioning business to prospective buyers. When employees, competitors, and others find out that you intend to sell your business, the consequences can go well beyond simply putting the sale of the business at risk. Here are some of the reasons why a confidential transaction is essential to ensure a smooth and uneventful transaction:
How We Maintain Confidentiality for Buyers
At Morgan & Westfield, confidentiality is equally important to those who acquire the businesses we represent, whether individuals, competitors, or financial buyers. Most buyers share significant amounts of information with us about their financial situation and operations. We pledge to keep that information confidential, sharing it only as needed with the owners of the business you are interested in buying and their advisors. Information is never shared with third parties without explicit consent.
How We Maintain Confidentiality for Sellers
When selling a business, both the buyer and seller have an interest in preserving the value of the business being acquired. At Morgan & Westfield, we believe a confidential transaction can help you to do just that. Here are some of the steps we both execute and recommend to ensure confidentiality:
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