Fullerton, California, Business Brokers and M&A Advisors

(714) 912-8000

Business Brokers and M&A Advisors in Fullerton, California

Selling Your Business With a Professional Business Broker

At the Fullerton, California office of Morgan & Westfield, we do more than just complete some technical tasks for you. We also work to make the process of selling your business easier for you. This is achieved by simplifying the process, guiding you through it one step at a time, removing any ambiguity and addressing any area of confusion.

Our business brokers place a particular emphasis on making it easier for you to sell your business through educating you. We explain the process of selling your business, what needs to be done to complete each step, and how these steps can be completed utilizing our services.

Our business brokers will also provide you with advice and make you aware of potential challenges or mistakes to avoid. By providing you with all of this information, our business brokers are able to illuminate the process of selling your business for you, thereby eliminating confusion and making everything easier.

What to Expect When You Sell Your Business

The majority of business owners have never been through the process of selling a business before. So, when you work with our business brokers at the Fullerton, California office of Morgan & Westfield, one of the first things that we do is explain this process to you. We walk you through the entire process and answer all of your questions along the way.

Our business brokers also teach you about what to expect when you are selling your business. We will emphasize many of the things that are necessary for a successful business sale, but that most business owners are unaware of, including:

  • You will be asked to sign a non-compete agreement: Most buyers will want you to sign a non-compete agreement as a condition for purchasing your business. You should be prepared to do this, as these agreements are standard sale conditions. Read more about M&A Non-Compete Agreement | A Complete Guide.
  • You cannot tell people that you are selling your business: It is vital that you sell your business discreetly. If competitors, suppliers, or customers learn about the sale, then it can affect your company’s value. For this reason, you cannot tell people, including your employees, that you are selling your business. Anyone that you make aware of the sale should also be asked to sign a confidentiality agreement. Failure to maintain this secrecy can negatively impact the sale.
  • There are tax ramifications for selling your business: There will be tax ramifications to selling your business. These are dependent on many factors and they should be discussed with a tax professional to prevent unwanted surprises.
  • You will be asked to train the new owner: Sale terms almost always include training your buyer so that they can smoothly transition into their new role. You must be prepared to adequately train your buyer, as this is a standard aspect of any business sale.
  • You cannot hide anything: Many owners believe that they can hide information that paints their business in an unfavorable light, this is never true. Eventually, a serious buyer will discover this information. So, you must be prepared to address any issues upfront. Read more about M&A Negotiating Tactic #1 – Honesty.
  • Your company’s price is market-dependent: Many owners believe that because they think their company is worth a certain price or someone tells them that it is worth a certain price, that is the price they will receive. This is not true. The bottom line is that the market will ultimately determine the value of your company. You should be aware of this and you should be prepared to consider this factor when you are considering any offer.
  • The success of the sale depends on the success of your buyer: Most business sales are financed to some extent. This means that for the sale to be successful, the buyer must make all of their payments. In order to do this, the buyer will need to successfully operate the business to its fullest potential. For this reason, it is vital that you work with qualified buyers and provide them with adequate training.

Read more about the Process of Selling a Business

Business Brokers of Fullerton, California, Morgan & Westfield

At Morgan & Westfield’s Fullerton office, we combine expert business brokerage services with unmatched local knowledge of Orange County. This expertise allows us to highlight the advantages of your location, address potential challenges, and connect you with trusted local professionals.

With over hundred years of combined experience, we have successfully facilitated hundreds of business sales across Orange County, including areas such as Downtown Fullerton, Fullerton College Area, CSUF Area, Sunny Hills, Golden Hills, Amerige Heights, Raymond Hills, SoCo District, Bastanchury Ranch, Malvern Creek, Morningside, West Fullerton, East Fullerton, Rolling Hills, Fullerton Heights, Fullerton Crest, Garnet Neighborhood, and The Pines.

Our deep understanding of the local marketplace ensures a seamless and successful business sale. Let us make the process easier for you. Visit us at 1440 N. Harbor Blvd., Fullerton, California, 92835, or contact us today to learn more.

Our President is Your Point Person

Jacob Orosz Portrait

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.

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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.

Free Consultation to Get You Started

No obligations, no strings attached

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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Past Transactions - Business Sales or Appraisals

  • Advertising Agency
  • Assisted Living Facility
  • Automotive Parts Manufacturer
  • Digital Marketing
  • Fitness Center
  • Food and Beverage
  • Franchised Fast Food Chain
  • General Healthcare
  • Industrial Chemical Manufacturer
  • Professional Services
  • Restaurant Chains
  • Retail
  • Services
  • Sign Manufacturer
  • Technology
  • Travel Website
  • Web Design Firm
  • Wholesale and Distribution

Real Stories from Real Clients

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The Most Comprehensive Library of Resources on Buying or Selling a Business

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.
  • Ask the Expert: Ask our team any question related to the sale or purchase of a business.
  • Downloads: Download forms and checklists for buying or selling a business.
  • M&A University: In-depth courses led by industry experts on M&A.