Mergers & Acquisitions

Oakland, California Business Brokers | M&A

Clay Street, Oakland, California, 94612

Call Us: (888) 693-7834

Who We Are

Morgan & Westfield, Business Brokers of Oakland, California. As a business owner, you have dedicated yourself to building your company. You have worked hard, invested time and money, and sacrificed to build a successful business. In many ways, all of this work was done in preparation for this moment — selling your business.

This is your big opportunity to reap the rewards of your years of hard work, and it is vital that your business is sold successfully. At the Oakland, California, office of Morgan & Westfield, our team of professional business brokers provides expert advice and guidance and technical services to ensure a smooth sales process with each step completed correctly.

When selling a business on your own, you do not have access to this assistance, which makes mistakes and an unsuccessful sale more likely. The fact is, you only have one opportunity to sell your business, and the stakes are high. Do not take a chance on an unsuccessful sale. To learn more about our services, call the Oakland, California office of Morgan & Westfield today.

Sell Your Business with Morgan & Westfield

Many business owners choose to sell their company privately. They assume that because they know about sales and they know their business, they can accomplish a successful sale on their own. However, the majority of businesses that are sold by their owners directly end in unsuccessful sales.

These sales are poorly structured, incorrectly financed, inadequately researched and include many fundamental mistakes. All of these factors can lead to the sale ending in non-payment, foreclosure, legal battles and even bankruptcy. This is the last thing a business owner envisions happening as they begin the process of selling their business. But, unfortunately, this is all too common.

Working with a professional business broker will prevent these problems from occurring. At Morgan & Westfield, our business brokers will ensure that your sale is properly structured and financed, and mistakes are avoided. Our business brokers pride themselves on facilitating successful business sales. Our definition of a successful sale is different from those of many other business brokerage firms.

We consider the sale from a long-term perspective. Simply getting a buyer to sign a sales contract and make a down payment does not constitute a successful business sale. Our standards at Morgan & Westfield are higher than that. For our business brokers to consider a sale successful, the following criteria must be met:

  • The sale must be made in a way that maintains your confidentiality.
  • The sale must be financed in a way that is conducive to repayment.
  • The sale must be structured in a way that makes repayment possible.
  • The deal must be beneficial to both the buyer and the seller.
  • Negotiations must conclude amicably, as both parties will need to have contact going forward.
  • All contractual obligations must be completed by all parties within a reasonable time period.
  • The business must be sold for a price that is both fair to the buyer and maximises the seller’s profits.
  • Adequate due diligence must be performed to ensure that all parties make informed decisions.
  • After the company is sold, it should continue to be successful.

When selling a business on your own, meeting all of the standards of a successful sale is far more difficult. You do not have access to the same resources or expertise as our team of professional business brokers, which can lead to innocent mistakes or poor decisions that will prevent the sale from being successful in the long-term.

Given the fact that you only have one chance at selling your business and that the long-term impact of an unsuccessful sale can be devastating, you cannot afford to do it alone. The best way to ensure a successful sale is through working with our business brokers at the Oakland, California, office of Morgan & Westfield.

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

At the Oakland, California, office of Morgan & Westfield, our business brokers have hundreds of years of combined experience in facilitating business sales. We facilitate hundreds of business sales in the San Francisco Bay area each year. These sales include companies in nearly every industry with values ranging from $50,000 to more than $100 million. Our business brokers know what it takes to successfully sell any business.

At Morgan & Westfield, ensuring that your company is sold successfully is twofold. First, we provide you with professional guidance. We offer advice and support and answer any questions that you may have along the way. This helps you to better understand the sales process and the things that you can do to improve your chances of success while preventing you from making innocent mistakes that sellers commonly make.

Secondly, our business brokers provide a variety of technical services that are designed to handle the finer details of the sale. By completing these more complex tasks for you, our business brokers both ensure that they are completed correctly and reduce your responsibilities as a seller.

Business Brokers of the East Bay

At the Oakland, California, office of Morgan & Westfield, our business brokers provide business brokerage services to the business owners of our local communities. By operating exclusively in Northern California’s San Francisco Bay Area, we have developed a deep connection to the communities that make up this region, including the communities of:

Hayward, Russell City, Union City, Sorenson, Fremont, Sunol, Brightside, Verona, Plantation, Livermore, Dougherty, San Ramon, Brookshire, Castro Valley, San Leandro, Bay Farm Island, Alameda, Moraga, Canyon, Danville, Piedmont, Orinda, Walnut Creek, Emeryville, El Cerrito, Richmond, San Pablo, Pleasant Hill, Concord, Pacifica, San Mateo, Daly City, San Francisco, Berkeley and Oakland.

In addition to these communities in and around the Alameda County, Contra Costa County, and San Mateo County areas, our business brokers also have a connection to many of the neighboring communities that make up the San Francisco Bay area.

Through our years of working with business owners in this region of Northern California, we have developed many connections with other local industry professionals as well. These include lawyers, bankers, tax professionals, accountants, investors and even potential buyers. We have developed a unique understanding of the dynamics of the local market place. We understand the advantages and challenges of selling a business in this region, and we know how to navigate these circumstances.

This extensive local knowledge and these resources enable our business brokers to facilitate the successful sale of any business in the area. To learn more about how our business brokers can help you successfully sell your business, contact the Oakland, California, office of Morgan & Westfield today.

Past Transactions - Business Sales or Appraisal

Following is a representative list of past transactions we have worked on:

Ambulance Service
Private Households
Vending Machine Route
Automotive Parts Dealer
Private School
Jimmy John’ Gourmet
B2b Wholesale
Produce Market
Janitorial Distributor
Baby Products Retailer
Quick Lube
Liquor Store
Creative Artists
Quick Print Business
Little Caesar’ Pizza
Café
Rope, Cordage Manufacturing
Motion Picture Exhibition
Day Care
Route Distribution Business
Motion Picture Production
Domestic Representation
Rubber Manufacturer
Non-Metallic Mineral Mining
Embroidery Shop
Spa
Non-Metallic Manufacturing
Estate Planning Services
Stainless Steel Food
Onshore Aquaculture
Fabric Store
State Government
Ophthalmic Practice
Furniture Retailing
Tee Shirt Shop
Hobby Shop
Grocery Product Distributor
Trade College
Internet Publishing
Glazier
Trailer and Motor Retail
Ice Cream
Huntington Learning Center
Tyre Manufacturing
UP Store

Our Process

How can Morgan & Westfield help you sell your business?

Schedule a Consultation

Selling your business is the apex of your financial life. After investing your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees, the moment has finally come for you to start a new chapter in your life.

Schedule a Free Consultation

Client Stories

Sold How to Sell Your Business to the Right Buyer at the Right Price

Industry: Retail

Region: Midwest

Sold Keeping Your Financials In Order: This is Why it’s Important in Selling Your Business

Industry: Retail

Region: Midwest

Sold Miracle Method Done Deal

Industry: Services

Region: South Central

Sold New Miracle Method Owner Shares Tips in Selling Your Business Fast

Industry: Services

Region: West Coast

Sold Preparation: Key to Selling Your Business Fast

Industry: Automotive

Region: Mid-Atlantic

Sold Selling A Company: It’s Not Just Business, It’s Personal

Industry: Construction

Region: Mid-Atlantic

Sold The Burches – Mentally & Emotionally Prepared

Industry: Services

Region: West Coast

Sold This Is How You Sell A Business From 100 Miles

Industry: Services

Region: Midwest

Sold This Seller Found The Right Buyer In 4 Days, But Took 1 Year To Close The Deal. Here’s Why.

Industry: Services

Region: New England

Sold This Will Make You Sell Your Business in Tough Times

Industry: Services

Region: South Central

Sold Why Selling a Business Is More Than Just Finding a Buyer

Industry: Health Care

Region: Southwest

Sold Why You Need Patience in Selling Your Business

Industry: Food & Beverage

Region: Southwest

Sold Work On Your Business — Not In Your Business

Industry: Manufacturing

Region: West Coast

Sold You Need Persistence in Selling Your Business

Industry: Services

Region: Pacific Northwest

The Complete Guide to Selling 
a Business: A Roadmap to the Successful Sale of Your Business

The Complete Guide to Selling 
a Business: A Roadmap to the Successful Sale of Your Business

Written by Jacob Orosz, Founder of Morgan & Westfield

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now? With two decades of experience, Jacob Orosz puts together in this book the best tips and strategies he has used in helping hundreds of business owners successfully sell their companies.

Read more

Hundreds of companies have trusted Morgan & Westfield, from franchises, small independent businesses to large corporations.