Selling a Business is Complicated – We Make it Simple

We have invested over a decade honing the Morgan & Westfield 4-Step Method for selling a business. This documented framework has been refined over the course of hundreds of successful transactions, and provides you with proven steps to minimize risk and maximize price.

Tailored Approach

There’s only one business in the world like yours – work with a team that gives you individual attention. We customize our process based on your needs and the size, industry, and type of business.

No Contracts

Sell now or sell later – unlike other M&A firms, Morgan & Westfield requires no long-term commitments.  We’re here to help you either way.

Confidentiality

Confidentiality and security are paramount to a successful transaction. We strategically release information about your company in measured stages as the transaction unfolds.

We can help you sell now or in the future

Sell your business now if you are ready or prepare for the sale years in advance to maximize your proceeds – either way, we’re here to help.

Contact us today to see how we can help you navigate one of life’s most consequential decisions. There are no obligations.

The Morgan & Westfield Team

Our team members have completed hundreds of transactions on behalf of our clients. Many have owned and managed their own companies and know what it takes to successfully sell a business. We are equal parts business expert, diplomat, and trusted confidant — an ally you can rely on to act in your best interests from the first buyer inquiry to the day your transaction closes.

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Jacob Orosz

President and Founder of Morgan & Westfield

In addition to our experienced team of business intermediaries, you will work directly with our president and founder, Jacob Orosz.

Founder and President: Founded Morgan & Westfield in 2008, focusing on sell-side services, and is the leader in many middle-market transactions.

20+ Years of M&A Experience: Over 20 years of experience facilitating mergers, acquisitions, sales, and other business transfers.

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

Host of M&A Talk: Host of the #1 podcast on mergers and acquisitions – M&A Talk.

Acquired. The Art of Selling a Business with $10 Million to $100 Million in Revenue
The Art of the Exit. The Complete Guide to Selling Your Business
The Exit Strategy Handbook. A Complete Guide to Preparing Your Business for Sale
Closing the Deal. The Definitive Guide to Negotiating the Sale of Your Business
A Beginner's Guide to Business Valuation. Lesson Learned from 20 Years in the Trenches
Food and Beverage M&A. An Insider's Guide to Selling a Food or Beverage Business
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Host of M&A Talk Podcast The #1 Podcast on Mergers & Acquisitions

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Our Proven Approach

The Morgan & Westfield 4-Step Method

We’ve spent over a decade perfecting the process of selling a business. Here’s the result:

Step 1: Assess

Our assessment helps you determine if you’re ready to sell now and what steps to take before you begin the sales process.

Step 2: Prepare

Once you decide to sell, we will begin to professionally package your company before going to market, ensuring optimal presentation.

Step 3: Market

We develop and execute a strategic marketing campaign focused on targeting the right type of buyers, including individuals, strategic, and financial buyers.

Step 4: Close

We’re with you every step of the way until the check clears, providing support and guidance throughout the process.

Selling Your Business is a Big Decision

We understand that selling a business can be a complex, intimidating, stressful, and time-consuming process. Selling your company represents the culmination of years of hard work, dedication, and sacrifice. There’s simply too much at stake to short-cut the sales process.

Our sales process is designed to produce:

  • Multiple, competing offers form a targeted list of prospective buyers including strategic, financial, corporate, and industry buyers.
  • A confidential transaction closing that produces a win-win for both our client and the buyer.
  • The best, market-driven offer for you with the optimal combination of value and transaction structure.

Selling a business is a big deal

Don’t sell yourself short – there’s simply too much at stake. Your company represents the culmination of years of hard work, dedication, and sacrifice and stepping away is a big deal. We understand that selling a business is complex, stressful, and time-consuming. We’re here to help.

Our sales strategy is designed to:

Maximize Your Price

Multiple, competing offers from a targeted list of prospective buyers including strategic, financial, corporate, and industry buyers, will ensure you receive the best price possible.

Make It Easy

Our streamlined approach allows you to focus on running your business with minimal stress.

Maintain Security

A confidential transaction closing that produces a win-win for both you and the buyer.

The Most Comprehensive Library on Buying and Selling a Business

  • 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 — The #1 podcast on Mergers & Acquisitions with over 150 episodes.
  • M&A Encyclopedia — 800+ pages of articles on every step of the process of buying or selling a business.
  • Ask the Expert — Ask our team any question related to buying, selling, or valuing 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.