Green Bay, Wisconsin, Business Brokers and M&A Advisors

(414) 375-9623

Business Broker and M&A Services in Green Bay, Wisconsin

Services Offered at the Green Bay, Wisconsin, Office of Morgan & Westfield

Our advisors at 2050 Riverside Drive, Green Bay, Wisconsin, 5430, office of Morgan & Westfield offer a free initial consultation where we will answer all of your questions. We will outline the steps of selling your business and explain how our services will ease each step of the overall process. From that point forward, we pride ourselves on always being there for our clients.

Our team of business brokers provides the following services:

  • Assistance in creating an exit plan. This service is designed to help business owners who are contemplating selling their business prepare for their future and the future of their business. Read more about Business Exit Plan & Strategy Checklist | A Complete Guide
  • Advice from a team of professionally trained and highly experienced business brokers throughout the entire process of selling your business.
  • A business appraisal to help you determine the fair market value of your business. After the appraisal is completed, our business brokers will create a formal business valuation report. Read more about Business Appraisals
  • Protection of your privacy.
  • The implementation of a confidential marketing campaign that both protects your privacy and advertises the sale of your business.
  • Exposure to an audience of potential buyers who have been pre-screened to ensure their sincere interest in purchasing your business. Read more about Screening Buyers
  • Performing due diligence, which enables you to make informed decisions.
  • Time-saving and stress-reducing assistance with all of the paperwork associated with selling your business.
  • Support throughout the process of closing the sale, including securing the sale’s funding. Read more about Closing

Unlike many other business brokerages, the services we offer are available on an a-la-carte basis. This allows you to choose the services that best suit your needs and ensures that you are never asked to pay for a service that wouldn’t benefit you. We also do not charge a commission when your business is sold. By not charging a commission and only asking you to pay for the services that you need, we are able to save you a significant amount of money, in many cases tens of thousands of dollars.

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 25 years of experience selling businesses, is the author of five 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.

Schedule a Free Consultation

Past Transactions - Business Sales or Appraisals

  • Advertising Agency
  • Apparel Manufacturer
  • Automotive
  • Automotive Parts Manufacturer
  • Digital Marketing
  • Event Center
  • Fitness Center
  • Food and Beverage
  • Franchised Fast Food Chain
  • General Healthcare
  • Professional Services
  • Restaurant Chains
  • Retail
  • Services
  • Sign Manufacturer
  • 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.