As a business owner, you will eventually exit your business —  

either voluntarily or involuntarily. Not being prepared and having to sell can cost you 50% or more of your final business value. 

This 10-week teleconference call series is based on the book:

We will walk you through the entire process of selling your business in just 10 weeks. Get insider tips about the complex process of selling your business from an expert with nearly two decades of experience in buying and selling businesses.

Invest in your most valuable asset

Over 50% of your wealth may be tied up in your business. Deciding how to exit your business is the most important decision you’ll make in your lifetime.

You can’t sell if you and your business aren’t ready

You may have asked, “Am I ready to sell my business?” But shouldn’t you also ask, “Is my business ready to sell?” It is paramount that you answer affirmatively to both questions because an unexpected offer or an unwanted event can happen anytime, causing the need to sell on short notice. You won’t be able to sell if you and your business aren’t ready. You may have the skills to start and build a business, but if you are like most business owners, you may not have the skills necessary to successfully plan for and execute its sale.

Your business is your livelihood, but there comes a time to move on. The first step in moving on is evaluating how ready your business is for sale. Deciding how and when to exit a privately owned business will be the single most important financial and personal decision you’ll make in your lifetime. Despite this fact, most owners are not prepared for this life-changing event. For most owners, more than half of their wealth is tied up in their business.

The truth about selling a business: ‘Fail to plan, plan to fail’

Not being prepared and having to sell can cost you 50% or more of your final business value. You may be in that situation right now. If you are thinking about selling your business now or in the next five years, you need to start preparing now. Through this series of teleseminars, we will help prepare you and your business to sell. Our major goal is to improve your chances of a successful sale.

The principals at Morgan & Westfield have seen literally thousands of companies. Having this knowledge, along with detailed information on your company, allows us to quickly look at your company and advise you on what to do — and what to prioritize.


When    Every Wednesday at 2 p.m. PST/5 p.m. EST.  

Where    Simply call the 800 number and dial into the line. You will be joined by other business owners like yourself.

Open discussion    All calls will include many business owners.Everyone is invited to ask questions anytime during the call.

Access recordings 24/7    Miss a call? No problem. We will email you a link to all recordings.

Both lecture-type and interactive     The calls are both lecture style and interactive. Listen to other entrepreneurs as they ask questions about preparing their businesses for sale.

The Exit Planning Teleseminar Series is Designed for:

  • Business owners who are in the process of selling their businesses now.

  • Business owners who are ready to sell their businesses now.

  • Business owners who are exploring the possibility of selling their companies.

  • Business owners who do not want to sell now but are looking to prepare for an eventual sale.

  • Business owners who wish to determine whether it makes sense to sell now or in the future.

Benefits of this Teleseminar Series


Why this Teleseminar Series Is a Wise Investment


Obtain independent and unbiased advice when deciding to sell your business.


Maximize the value of your most valuable asset — your business.

Intelligent investment

Save time and money before committing to a sales process.

Fresh viewpoint

Knowing your company’s strengths and weaknesses can improve the value of your business.

Improve chances

Get a chance to increase the success rate of the sale of your company.


Get recommendations that you can work on while you are trying to sell your company.

Minimize risk

Avoid costly mistakes that can decrease the value of your business.

Insider secrets 

Gain access to insider secrets.


We Discuss the Following During Our Series of Calls:

  • Personal, financial and business actions to improve value and readiness.

  • Advice to minimize or eliminate potential deal-killers upfront.

  • Recommendations regarding the proper course of action – sell, wait, hire a broker, or do it on your own.

  • Unbiased advice regarding other alternatives to selling your business.

  • A list of factors that can help increase the value of your business prior to sale.

  • Tips to increase your chances of a successful sale.

  • Steps to improve your business’s sellability and to maximize the price.

  • Successful case studies.

Agenda for our calls


  • Viewing your business from a potential buyer’s perspective.

  • Assessment of the condition of your business as a sales prospect.

  • Recommended key documents to prepare.

  • Recommended steps to prepare the business for sale.

  • Assistance in identifying potential deal-killers.

  • Determining where the risks and opportunities are in your business.

  • Comprehensive assessment of the salability of your business.

  • How salable is your business now based on key salability factors?

  • What can you do to increase the chances of selling your business?

  • How attractive is your business from a buyer’s perspective?

  • Is now the right time to sell your business? 

  • Is selling your business the best option? 

  • Are your financial statements prepared so that they can be shown to a prospective buyer?

Week 2 - Valuing your Business
  • Do you need a business valuation? What is a reasonable asking price for your business? 

  • What can you do to increase the value of your business? 

  • What valuation methods are most appropriate for your business?

Week 3 - Financing the Sale
  • Availability of bank financing and/or assistance with seller financing structure.

  • Should you ask all cash? Is financing available for your business? Should you finance the sale?

  • Will your business qualify for bank financing?

  • What terms should you offer buyers if you finance the sale? 

Week 4 - Finding and Working with the Broker
  • What are the types of listing agreements?

  • Why would you enter into an exclusive listing with a broker?

  • Is it possible to sell a business without a broker?

  • What are the pros and cons of selling without a broker?

  • How can brokers help you in selling your business?

  • How can you help brokers quickly and successfully sell your business?

Week 5 - Attracting Buyers
  • Determining the best approach to market and advertise your business for sale.

  • What is the ideal marketing strategy to sell your company? How will you keep the sale confidential?

  • What points should you highlight about your business to attract quality buyers?

  • Should you sell to a competitor or to an industry outsider?

Week 6 - Screening Buyers
  • How should you, as the business seller, respond to buyer inquiries?

  • What you need to know about the NDA or confidentiality agreement

  • The secret to screening buyers quickly and selling your business efficiently

  • How many inquiries should you expect from your advertisements?

Week 7 - Meeting with Buyers
  • How to set up a meeting with prospective buyers.

  • What are the best practices when showing your business to a buyer?

  • What should you not do when showing your business to a buyer?

  • Disclosing the right amount of information.

  • How and when should you provide year-to-date financials to a buyer?

Week 8 - Negotiating and Accepting an Offer
  • Key deal terms - non-compete agreement, transition period, price and financing.

  • Types of offers.

  • How to keep your focus when you receive offers.

  • The key to effective negotiation.

Week 9 - Preparing for Due Diligence
  • What type of information do you need to disclose to a buyer?

  • How to prepare for a due diligence process.

  • What should you do if you have a “cash business” and you don’t have accurate financial statements?

Week 10 - Closing the Sale
  • The adverse effects of not handling the closing properly.

  • What is a definitive purchase agreement?

  • What happens to debt when selling a business?

  • After the sale: What happens after closing a deal?

are you ready to stop procrastinating?

Join the teleseminar for FREE Now!

Every Wednesday at 2 p.m. PST / 5 p.m. EST.

You’ll receive custom advice on the most important issues you need to address when selling your business.

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