New Haven, Connecticut, Business Brokers and M&A Advisors

(203) 800-9681

Business Brokers and M&A Advisors in New Haven, Connecticut

Selling Your Business with Morgan & Westfield

Selling your business on your own can be challenging, but at Morgan & Westfield, we make it easier. Our business brokers provide services that are designed to facilitate the successful sale of any business. Our services will complete each step in the overall process of selling your business. These services include:

  • Exit Planning: Our business brokers will help you plan a strategy for when you decide to move on from your business.
  • Business Valuation: At Morgan & Westfield, we provide business appraisals. After your appraisal is completed, you will receive a formal business valuation report. This report will be helpful in determining the asking price that you set for the sale; it will also formally prove the current value of your company to potential buyers. Read more about Valuation.
  • Marketing: We have established a system at Morgan & Westfield for marketing business sales confidentially. We create an advertisement that contains only generic information about your company, and interested buyers are then directed to contact the New Haven, Connecticut, office of Morgan & Westfield for specific information. These ads are posted on a variety of popular listing websites. When a prospective buyer contacts Morgan & Westfield, he or she will be screened and asked to sign a confidentiality agreement before being given further information. Marketing business sales in this way has been proven to be effective in discreetly advertising businesses for sale. Read more about Marketing.
  • Buyer Screening: All buyers are thoroughly pre-screened before receiving any information about your business or being introduced to you.
  • Due Diligence: Our business brokers will assist you in preparing all of your information for your buyer’s due diligence process. We will also help you in researching your buyer so that you both can have access to the necessary information to make an informed decision. Read more about Due Diligence.
  • Negotiation Facilitation: During negotiations emotions can run high. This can lead to a breakdown in negotiations or slow the process considerably. Our business brokers will facilitate negotiations in a way that prevents these breakdowns. We will advise you on negotiation techniques before negotiations begin, provide advice throughout the process, assist you with possible deal structuring solutions, and work to continually move the process forward. Our business brokers will also help you avoid common negotiation mistakes and help you keep perspective throughout the negotiation process.
  • Closing: Our business brokers will provide deal structuring advice, assist you with securing funding, help you with the paperwork to finalize the sale, and aid you with the completion of all of the contractual obligations that are related to the sale. Read more about Closing.
  • Support: Our business brokers will always be available to answer your questions, provide advice, and guide you through each step in the process. At Morgan & Westfield, our support means that you will never have to go through any part of this process alone.

​​​​The Benefits of Selling through Morgan & Westfield

By providing you with these services, we ensure that each step in the process of selling your business will be successfully completed. Several other benefits of selling your business through our business brokers at the New Haven, Connecticut, office of Morgan & Westfield, include:

  • Price: Businesses that are sold with the assistance of our business brokers tend to sell for prices that are significantly higher than if they were sold privately.
  • Time: We save you time by completing many of the tasks associated with selling your business for you. This allows you to focus on running your business and managing your other responsibilities.
  • Faster Sales: Private business sales almost always take longer. This is because the lack of time and experience causes mistakes that draw out the process. Our business brokers will prevent these issues and continually move the process forward, thereby expediting the sale.
  • Protection: Our business brokers will provide you with advice to prevent common mistakes. This will protect you from making errors that could be costly.
  • Confidentiality: At Morgan & Westfield, confidentiality is important. We will do everything that we can to ensure that your information is always secure. This includes maintaining your confidentiality and protecting your company.
  • Cost: Most other business brokers will charge you both fees and a commission — we do not do this. At Morgan & Westfield, we only charge you specific fees based on the services that you require, and we never charge a commission. This can save you thousands of dollars off of the price of working with a commission-based broker.
  • Service: At Morgan & Westfield, we place an emphasis on providing high-quality service based on a solid ethical foundation. As a result, you will receive a level of service that is unmatched.
  • Freedom: We, at Morgan & Westfield, will never ask you to sign a contract. This enables you to take your business to another business broker if you feel that you are not receiving the level of service that you deserve.

Business Brokers of New Haven, Connecticut

At 55 Church, New Haven, Connecticut 06510, office of Morgan & Westfield, we provide our business brokerage services to the business owners of our local communities. These communities include Downtown New Haven, East Rock, Westville, Wooster Square, Prospect Hill, Mill River, Fair Haven, Hill, Newhallville, Annex, Quinnipiac, Dixwell, Edgewood, Beaver Hills, West River, East Shore, Long Wharf, and Mansfield Community Garden.

Our business brokers have more than 100 years of combined experience in facilitating business sales within these communities. This experience gives us an unmatched level of knowledge about the local marketplace and is the reason we are able to facilitate hundreds of local business sales each year.

To learn more about Morgan & Westfield and how our business brokers can put our knowledge to work for you, contact our office today to schedule a free consultation. During this meeting, we will get to know each other and discuss what our business brokers can do to help you sell your business. To schedule your free initial consultation, contact the New Haven, Connecticut office of Morgan & Westfield today.

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
  • Apparel Manufacturer
  • Automotive
  • Automotive Parts Manufacturer
  • Construction
  • Digital Marketing
  • Family Medical Practice
  • Fitness Center
  • Food Products Manufacturer
  • Franchised Fast Food Chain
  • Industrial Chemical Manufacturer
  • Professional Services
  • Restaurant Chains
  • Retail
  • 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.