Montgomery, Alabama, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in Montgomery, Alabama

• Email: [email protected]
• Phone: (334) 234-7436
• Address: 445 Dexter Avenue, Montgomery, Alabama 36104, USA
• Hours: Monday to Friday | 8am to 5pm

Services Offered by Morgan & Westfield, Montgomery, Alabama

Selling a business is one of the most important decisions you will ever make in your life. Because of this, it is important that you are fully prepared to handle the sale. You don’t have to do it alone. Our business advisors are here to give you advice as you go through each step of the process so that you know what to expect, and your questions are answered. To help you succeed in your journey as a business seller, our team of Business advisors at the Montgomery, Alabama, office of Morgan & Westfield provides the following technical services:

• Exit Planning: This is the time for you to be clear about the options you have so that you can make a smart choice and prepare for the future. Our business advisors will speak with you about your business’s future and discuss possible options for your business after you have moved on from it.
• Appraisals: As a seller, you need to set an asking price based on a systematic appraisal. Our team will analyze your business from multiple perspectives, provide you with an estimate of your business’s market value and recommend an asking price for your business.
• Confidential Marketing: You value confidentiality, and we know that. That’s why we have designed an effective ‘confidential marketing system’ to help you successfully find high-quality buyers for your business while maintaining the confidentiality of the sale.
• Buyer Screening: You deserve to spend your time dealing only with qualified buyers. We screen those who express interest in your business to ensure that you are connected only to qualified buyers. Read more about Screening Buyers.
• Offering Documents: You want quality buyers to see the best of your business. What other great way to do this than to provide a professionally prepared, detailed and accurate business portfolio? We help prepare a compelling 15-to-25-page business portfolio that you can show quality buyers to help them make a more informed offer.
• Negotiation Facilitation: All sales go through negotiations. You may find yourself not totally prepared for this, so we are prepared and equipped to guide you throughout the negotiation process.
• Deal Structuring Services: Once a deal is reached in principle for the sale of your business, our advisors will structure the terms of your deal to successfully sell your company. Read more about Deal Structure.
• Closing Services: The deal isn’t over until the closing stage is complete. After your sale is structured and all of the terms have been outlined and legally agreed upon, our team will assist you in closing the sale. You won’t have to do all the paperwork on your own. We can help you complete them to make the sale official.

How to Get the Best Price for Your Business

Selling your business at the best price requires effective negotiation. While only you can negotiate directly with buyers, our advisors can help you prepare, guide you through the process, and provide strategies for informed decision-making. Here are key tips to help you succeed:

• Set Realistic Expectations. Your business’s value is determined by what buyers are willing to pay, not just appraisals. Business value can fluctuate based on changing factors—stay flexible and realistic.
• Be Strategic. Plan your approach and define your goals before negotiating. Our advisors can help you craft a strategy to maximize your results.
• Consider Every Offer an Opportunity. Initial offers are often low, but they open the door for negotiation. Don’t take low offers personally—use them as a starting point to reach your goal.
• Be Accommodating. Buyers usually want to schedule a meeting with you, and they ask for some specific information. Be as accommodating as possible. You want the buyers to feel more comfortable with you so that negotiations could become much easier.
• Put Negotiations in Proper Perspective. Your business is very important to you. That is why, sometimes, negotiations could become emotional. It’s important, however, to keep the negotiation process in proper perspective. You want to get the best price, and the buyers want to have the best deal. All offers and discussions are strictly business decisions. When negotiations become personal, the entire process can become contentious, resulting in poor business decisions and harming the relationship between you and your buyer. Don’t let emotions get in the way of successfully selling your company.

Read more about getting the best price for your Business

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 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.

Where in Montgomery, Alabama Do We Offer our Services?

Our business advisors at the Montgomery office work exclusively with local business owners, particularly in the communities of Downtown Montgomery, Cloverdale, Garden District, Old Cloverdale, Capitol Heights, McGehee Estates, Hillwood, Dalraida, Forest Park, Vaughn Meadows, Deer Creek, Eastchase, East Montgomery, South Montgomery, Pike Road, Prattville, Millbrook, Wetumpka, Taylor Road Corridor, and Lake Forest. Whether you’re ready to sell or still contemplating selling your business, now is the time contact the Morgan & Westfield office at 445 Dexter Avenue, Montgomery, Alabama, 36104. We offer free consultations. Call us now.