Berkeley, California, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in Berkeley, California

• Email: [email protected]
• Phone: (510) 984-3979
• Address: 2001 Addison Street #385, Berkeley, California 94704, USA
• Hours: Monday to Friday | 8am to 5pm

Services to Help You Sell Your Business in Berkeley, California

At the Berkeley, California, office of Morgan & Westfield, we provide services that will facilitate the sale of your business. These services are designed to complete or assist you in every step in the process of selling your business. Come and visit us 2001 Addison Street #385, Berkeley, California, 94704. They can be used for everything from advertising the sale of your business to closing the deal. Below is a detailed listing of our services:

• Business Appraisals: Our business brokers will perform a formal business appraisal and provide you with a formal business valuation report. This information will be used later in the process to assist you in determining an asking price (which we will advise you on). This report can also be used to communicate the value of your business to potential buyers during negotiations. Read more about Business Appraisals.
• Offering Documents: Our business brokers will draft an offering memorandum for you. This document will contain pertinent information about your business and will be used to communicate this information to potential buyers.
• Confidential Marketing: At Morgan & Westfield, we use a system called confidential marketing. When our business brokers market a business sale confidentially, they advertise the sale of your business using only general information. Buyers who are interested based on the general information are then asked to contact our business brokers to receive more detailed information. This protects the confidentiality of the business while effectively marketing it to potential buyers.
• Exposure to Potential Buyers: All of the business brokers that work with Morgan & Westfield have access to our proprietary database. This database contains a listing of thousands of potential buyers who may be interested in purchasing your business. We will also use our connection to the national Morgan & Westfield business brokerage firm to market your business to potential buyers nationally, thereby exposing your business to a vast audience of potential buyers.
• Buyer Screening: Our business brokers will screen all potential buyers before they are presented to you. This ensures that you will never waste time negotiating with a potential buyer who has not been properly vetted. Read more about Screening Buyers.
• Negotiation Facilitation: We will advise you on potential negotiation techniques and prepare you for negotiations. Our business brokers will also offer deal structuring advice and help to ensure that negotiations go smoothly.
• Closing the Deal: Our business brokers will assist you throughout the closing process and make sure that all contractual obligations are properly fulfilled. Read more about Closing.
• Paperwork: We will assist you in completing all of the paperwork associated with the sale.
• Financing: We will work with you and connect you with other industry professionals to ensure that the sale is properly financed and funding is secured. Read more about Seller Financing.
• Advice: Our business brokers will be there at all times to offer advice and guidance.
• Protection: Our business brokers will work to protect you from making costly mistakes. We will also work to protect your confidentiality and ensure that the value of your company is protected at all times.

Our President is Your Point Person

Jacob Orosz

President and Founder of Morgan & Westfield

25+ Years of M&A Experience: Over 25 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

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

Host of M&A Talk: Host of the #1 podcast on selling a business – M&A Talk.

Host of M&A Talk: The #1 Podcast on Selling a Business

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The Morgan & Westfield Advantage

At Morgan & Westfield, you’re in the C-suite. We don’t turn you over to a junior associate. You’ll work directly with the president of Morgan & Westfield, Jacob Orosz, who is with you from start to finish. Jacob has over 20 years of experience selling businesses, is the author of six books on M&A, and is the host of the #1 podcast on mergers and acquisitions – M&A Talk.