Oakland, California, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in Oakland, California

• Email: [email protected]
• Phone: (510) 984-3979
• Address: 1300 Clay Street #3300, Oakland, CA 94612, USA
• Hours: Monday to Friday | 8am to 5pm

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. Read more about How to Maintain Confidentiality When Selling Your Business.
• 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.

Read more about The Process of Selling a Business

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 1300 Clay Street, Suite 62, Oakland, California, Morgan & Westfield provides business brokerage services to communities across Northern California’s San Francisco Bay Area. These include Downtown Oakland, Uptown Oakland, Old Oakland, Chinatown, Jack London Square, Lake Merritt, West Oakland, North Oakland, Piedmont Avenue, Rockridge, Temescal, Montclair, Fruitvale, Dimond District, Laurel District, East Oakland, Oakland Hills, Trestle Glen, Crocker Highlands, Grand Lake, Adams Point, Claremont, Glenview, Merritt District, Elmhurst, and Bushrod, as well as areas in Alameda, Contra Costa, and San Mateo counties.

Our deep local connections with professionals like lawyers, bankers, and accountants, along with our understanding of the local market dynamics, enable us to navigate the challenges of selling businesses in the region successfully. Contact our Oakland office today to learn how we can help you achieve a successful sale.

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 mergers and acquisitions – M&A Talk.

Host of M&A Talk: The #1 Podcast on Mergers & Acquisitions

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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.