From processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
The last thing anyone wants to do is invest in a bad business, and yet bad investment decisions are made every day by well-meaning people who base their decisions on insufficient due diligence or an altogether lack of research. In this edition, we visit with Walter Zweifler of Zweifler Financial Research to discuss why it is important to remain objective when looking to acquire a business. Mr. Zweifler will also address how and why it is so important to thoroughly research your target business ahead of time. In addition, you will learn the importance of working to bridge the gap between the business seller’s price and the actual value of their company when negotiating the transaction.
Meet Our Guest
Walter L. Zweifler
Senior Financial Appraiser and Chief Executive Officer of Zweifler Financial Research
Walter L. Zweifler is the Senior Financial Appraiser and Chief Executive Officer of Zweifler Financial Research. He has been active in the appraisal profession since 1976. In 1980 he earned the designation of Accredited Senior Appraiser in the American Society. In 1982 he organized Zweifler Financial Research, a division of Zweifler Appraisal Service, incorporated. Previously, Mr. Zweifler was a Financial Analyst with W. E. Hutton & Co., Bache & Co., Muller & Co., Piper Jaffrey & Hopwood, Applied Portfolio Strategy and the Amivest Corporation. Mr. Zweifler*’s testimony has been accepted in Tax and Federal Courts as an expert witness for the Internal Revenue Service and for a broad array of tax payers.
Mr. Zweifler holds a Bachelor of Science in Economics (1958) from the Wharton School of Business (University of Pennsylvania) with a specialization in finance.
Zweifler Financial Research provides and supervises a staff of real estate, machinery/equipment and fine arts appraisers when multi-appraisal analysis is required. All of these professionals are seasoned practitioners with senior designations granted by the American Society of Appraisers and similar designation appraisal societies.
You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.