Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a ConsultationWe 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.
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.
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.
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.
Our Proven Approach
We’ve spent over a decade perfecting the process of selling a business. Here’s the result:
Our assessment helps you determine if you’re ready to sell now and what steps to take before you begin the sales process.
Once you decide to sell, we will begin to professionally package your company before going to market, ensuring optimal presentation.
We develop and execute a strategic marketing campaign focused on targeting the right type of buyers, including individuals, strategic, and financial buyers.
We’re with you every step of the way until the check clears, providing support and guidance throughout the process.
Our sales process is designed to produce:
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.
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.
Our streamlined approach allows you to focus on running your business with minimal stress.
A confidential transaction closing that produces a win-win for both you and the buyer.