Cape Coral, Florida Business Brokers | M&A Advisors

Business Broker and M&A Services in Cape Coral, Florida

Cape Coral, Florida, office of Morgan & Westfield, Business Brokers and M&A Services

Our business brokers can help ensure that every step in the business selling process will be completed successfully. By taking care of all of the details for you, you will be able to continue running your business and handle the more general aspects of your business sales.

We provide the following services:

Exit Planning Services

Our business brokers will help you plan for your business’s future and prepare you for the sale even before the process begins.

Business Appraisals

Our business brokers will perform a formal appraisal of your business. We will consider your assets, liabilities, historical performance, your local market, and many other factors. Our findings will then be presented to you in a formal business valuation report.

Offering Memorandum

We will prepare a 15-to-20-page summary of your company’s important information for potential buyers.


Our business brokers will create and implement a marketing campaign that will notify a vast audience of potential buyers about your business’s impending sale.

Buyer Screening

Buyers who express interest in purchasing your business in response to our marketing campaign will be prompted to contact Morgan & Westfield. Before they receive any information about your business, they will be screened and asked to sign a non-disclosure agreement.

Negotiation Facilitation

You will be prepared for the negotiation process and be advised on potential negotiation strategies. Our business brokers will provide continuous guidance throughout this process and assist you with structuring your sale.

Securing Financing

We will help you secure funding for your sale and structure your financing terms to ensure successful repayment.

Closing Services

Our business brokers will make sure that all contractual obligations are met and paper work is completed to successfully close the sale.

How will you benefit from these services? Here are a few ways:

  • Time: Business owners who sell privately often find the sales process to be time-consuming, which then causes the sale to take longer. By completing these tasks for you, our business brokers could help expedite the sale by saving you the time it takes to complete each of these activities.
  • Price: By connecting you with quality buyers, accurately valuing your company, and assisting you with negotiations, we ensure that your business’s price will be maximized.
  • Error-Free Sales: Business owners who sell their own businesses often make innocent mistakes because of their lack of experience. At Morgan & Westfield, we have the experience to avoid any inadvertent mistakes and maintain an error-free sale.
  • Stress: By teaching you about the sales process and reducing your responsibilities, the sales process will become less stressful for you.

Confidentially Marketing Your Business Sale

One of the most important services that our business brokers provide is our marketing services. A business cannot be sold without a buyer, and a buyer will never know that your business is for sale if the sale is not effectively marketed. However, marketing the sale of your business is entirely different from marketing the sale of other products or services. You cannot simply put a sign-out or make commercial advertising your sale.

Marketing for business sales must be done confidentially. If your business sale is not marketed confidentially and your customers, employees, suppliers, or competitors find out about the sale, the results could be devastating.

At the Cape Coral, Florida office of Morgan & Westfield, our business brokers are experts in the art of confidential marketing.

When we advertise the sale of your business, we do so using generic information. For example, the ad may contain general information about your location, industry, and size, but this information will not be specific enough to actually identify your business.

These ads will be placed on a variety of websites that are frequented by individuals who are likely to be interested in your business. Our ads will prompt interested buyers to contact the Cape Coral, Florida, office of Morgan & Westfield.

Interested buyers who contact our office will then be asked questions and researched to ensure their legitimacy. After buyers are screened, they will be asked to sign a non-disclosure agreement.

Only after their screening and their agreement to our confidentiality terms will they receive your business’s offering document. This marketing strategy has been proven to be effective at both advertising sales and maintaining a sale’s confidentiality.

Outside of these confidential marketing efforts, your business’ sale will also be advertised through our proprietary database that contains a list of thousands of investors, industry professionals, and potential buyers who have already been screened and are registered within our system. This will connect you with high-quality buyers and with those whom you may be unable to access otherwise.

At Morgan & Westfield, we are also regularly contacted by individuals who are interested in purchasing new businesses. Because our Cape Coral, Florida office is a member of the national Morgan & Westfield business brokerage firm, the individuals who contact any of our Morgan & Westfield offices can be referred to your business.

This is another advantage of our database. It enables business brokers at our other offices to refer potential buyers to your business. Thus enabling you to reach a national audience of interested buyers.

Buyers who are referred to your business in this method will then be screened and asked to sign a confidentiality agreement to ensure that your confidentiality is always protected.

Business Brokers of Lee County, Florida

At the Cape Coral, Florida office of Morgan & Westfield, we provide our business brokerage services exclusively to the communities in and around the Lee County, Florida area. This includes the communities of:

  • Cape Coral
  • Bokellia
  • Captiva
  • Sanibel Island
  • North Fort Myers
  • Fort Myers Shores
  • Lehigh Acres
  • Villas
  • Harlem Heights
  • Estero Island
  • Bonita Springs
  • Boca Grande
  • Pineland
  • St James Island
  • Suncoast estates
  • Tice
  • Alva
  • Gateway
  • Cypress Lake
  • Punta Rassa
  • Estero
  • Fort Myers
  • Cayo Costa
  • Pine Island
  • Sanibel
  • Palmona Park
  • Olga
  • Buckingham
  • Whiskey Creek
  • Iona
  • Fort Myers Beach
  • San Carlos Park

Each year, our business brokers facilitate hundreds of successful business sales within these communities. These sales include companies of all sizes and in nearly every industry.

So, if you are a business owner in this region of Florida and you are selling your business, contact the Cape Coral, Florida, office of Morgan & Westfield to learn more about how our business brokers can help you.

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Thinking of selling your business? Get the answers you need – we’ll even give you some questions to consider. Explore your options now.

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About Cape Coral, Florida

Cape Coral, Florida, is a vibrant city located on the southwest coast of the Sunshine State. Situated along the Gulf of Mexico, Cape Coral is renowned for its stunning waterfront views and extensive network of canals, earning it the nickname “Waterfront Wonderland.”

With its subtropical climate, Cape Coral offers residents and visitors alike plenty of opportunities for outdoor recreation, including boating, fishing, and water sports. The city is also home to numerous parks, golf courses, and nature preserves, providing ample green space for leisure activities and wildlife observation.

In addition to its natural beauty, Cape Coral has a thriving arts and cultural scene, with galleries, theaters, and museums showcasing local talent and history. The city’s diverse culinary scene reflects its multicultural population, offering an array of dining options ranging from fresh seafood to international cuisine.

Cape Coral is a dynamic and growing community with a strong economy supported by industries such as tourism, real estate, and healthcare. Its strategic location near major transportation hubs makes it an attractive destination for businesses and residents alike.

Overall, Cape Coral offers a high quality of life with its beautiful surroundings, diverse amenities, and welcoming community atmosphere.

Find us on the map

Past Transactions - Business Sales or Appraisals

  • Ambulance Service
  • Private Households
  • Vending Machine Route
  • Automotive Parts Dealer
  • Private School
  • Jimmy John' Gourmet
  • B2B Wholesale
  • Produce Market
  • Janitorial Distributor
  • Baby Products Retailer
  • Quick Lube
  • Liquor Store
  • Creative Artists
  • Quick Print Business
  • Little Caesar’ Pizza
  • Café
  • Day Care
  • Rubber Manufacturer
  • Embroidery Shop
  • Stainless Steel Food
  • Spa
  • Onshore Aquaculture
  • Fabric Store
  • State Government

The Morgan & Westfield Advantage

Our President is Your Point Person

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.

Jacob Orosz

President and Founder of Morgan & Westfield

20+ Years of M&A Experience: Over 20 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 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.

Host of Food & Beverage Talk: Host of the #1 podcast on mergers and acquisitions specializing in the food & beverage industry – Food & Beverage Talk.

Host of:

The #1 Podcast on Mergers & Acquisitions

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Browse Our Content by Topic
  • 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 Podcast: The #1 podcast on mergers and acquisitions with over 150 episodes.
  • M&A Encyclopedia: 800+ pages of articles on every step of the M&A process.
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