Modesto, California, Business Brokers and M&A Advisors

(209) 439-6869

Business Brokers and M&A Advisors in Modesto, California

  • Email[email protected]
  • Phone: (209) 439-6869
  • Address: 3430 Tully Road, Modesto, California, 95350
  • Hours: Monday to Friday | 8am to 5pm

Morgan & Westfield, Business Brokers and M&A in Modesto, California

At the Modesto, California, office of Morgan & Westfield, our business brokers facilitate hundreds of successful business sales in and around the area of California’s Stanislaus County every year. These sales include companies in a wide variety of industries that range in value from $50,000 to more than $80 million. Because our business brokers operate exclusively within this region of Northern California, we have developed a deep understanding of the marketplace and what it takes to facilitate a successful sale here. This is particularly important in a county like Stanislaus, where there is a great emphasis placed on the agricultural industry. Valuing, marketing, and selling this type of business is very different from selling a business in the automotive or retail industry.

Companies in the agricultural industry have their own unique set of challenges and obstacles to overcome to ensure a successful sale. Over the course of our business brokers’ hundreds of years of combined experience conducting sales in this region and in this industry, we are particularly equipped to facilitate these unique sales. We know how to properly value these businesses, market their sales, and ultimately close the deal.

As part of our commitment to serving the business owners of our local communities, we choose to operate exclusively in the communities in and around the Stanislaus County area of California’s San Joaquin Valley. Specific communities within this area that we serve include Downtown Modesto, La Loma, College Area, Graceada Park, Sylvan Area, Del Rio, Village One, Sherwood Forest, Briggsmore, East Modesto, North Modesto, West Modesto, Salida, Dry Creek Area, Beard Industrial District, Airport District, Wood Colony, and Riverbank.

Professional Business Valuations

At 3430 Tully Road, Modesto, California, 95350, office of Morgan & Westfield, our business brokers provide a variety of services to facilitate successful sales — one of the most important being a business valuation. Accurately valuing your business is one of the first and most vital steps in the sales process. You will use the information from that valuation to determine an asking price, and the estimated value of your company will also be used to guide you through the negotiation process.

Failure to accurately recognize your company’s market value can make it nearly impossible to get the most out of your business’s sale. An overvaluation will cause you to price yourself out of the market, potentially making your business unsellable. And an undervaluation will attract lower quality buyers and make it impossible for you to maximize your potential profits.

At Morgan & Westfield, our business brokers work to make sure that your business is neither over- nor undervalued. We perform a formal appraisal of your business and consider all factors — both internal and external — that may impact your company’s value. Some of the factors that our brokers take into account include:

  • The assets of your company and your ability to transfer ownership of these assets.
  • The debts of your company.
  • Your company’s past, present and projected future performance.
  • Your ability to transfer any leases to the business’s new owner.
  • The ease with which a new owner will be able to take over your role and its potential impact on the company’s day-to-day operations.
  • If there are or will be any new products being launched in the near future.
  • The overall condition of the market and how comparable businesses have been selling locally.
  • Your location and the ability of new owners to assume this location.
  • The size and diversity of your customer base.
  • The ease with which your company will be able to increase its market share.
  • The overall reputation of your company.
  • The ability to retain or replace employees that are integral to the company’s operations.

Through considering all of these factors as well as many other factors, our business brokers will determine an estimate of your business’s value. This information will be summarized in a formal business valuation report and will be used to recommend a range of asking prices for your business. Other information that will be outlined in this report includes:

  • Pricing recommendations.
  • A recommended down payment amount.
  • Suggested options for financing your sale and establishing your own debit service schedule.
  • Information about cash flows and the multipliers that impact your business’s value.
  • A calculation of your projected profits from the sale based on our suggested price range.
  • A comparison of different financing and sale-structuring options.
  • Information about the implications of different sale-structuring choices.

All of this information will be explained by our business brokers and will be used to guide your pricing decisions. Our comprehensive business valuation report will ensure that you are able to make informed decisions about your company’s value based on accurate information, thus ensuring that your business will be priced appropriately and be making a successful sale far more likely.

Contact Our Business Brokers

In addition to business valuations, our business brokers also provide an array of other services. We can help you with everything from planning your sale, to advertising your sale, to closing your sale, and everything in between. If you are selling your business and would like more information about the services that we provide, contact our Modesto, California, office today to schedule a free consultation.

Our President is Your Point Person

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.

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 mergers and acquisitions – M&A Talk.

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Host of M&A Talk: The #1 Podcast on Mergers & Acquisitions
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Past Transactions - Business Sales or Appraisals

  • Advertising Agency
  • Assisted Living Facility
  • Automotive
  • Automotive Parts Manufacturer
  • Construction
  • Event Center
  • Fitness Center
  • Food and Beverage
  • Franchised Fast Food Chain
  • General Healthcare
  • Industrial Chemical Manufacturer
  • Restaurant Chains
  • Retail
  • 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.