Mergers & Acquisitions

Oceanside, California Business Brokers | M&A

Oceanside Boulevard, Oceanside, California, 92056

Call Us: (888) 693-7834

Who We Are

Morgan & Westfield, Business Brokers of  Oceanside, California. In many ways, selling a business is unlike selling anything else. You cannot just put a “For Sale” sign outside your business or place an ad on television. It is also far more challenging to determine a value for your business than it is to determine a value for most products that you might be selling. In addition, selling your business has far higher stakes than nearly anything else that you might sell. Because selling a business is so uniquely challenging, working with the assistance of a professional business broker is necessary. At the Oceanside, California, office of Morgan & Westfield, our team of professional business brokers provides services for local business owners that are designed to facilitate a successful sale.

The services that we provide address every aspect of your company’s sale. From planning the sale to performing a business valuation, to finding and negotiating with buyers, to closing the sale — and everything in between — our business brokers can accomplish all of these tasks. In addition to these more technically focused services, our business brokers also provide you with professional advice and guidance to ensure that you always have the support that you need.

Contact Us

At Morgan & Westfield, we will do everything that we can to ensure that your company is sold successfully and the entire sales process goes as smoothly as possible. To learn more about our specific services, contact the Oceanside, California office of Morgan & Westfield.

Sell Your Business With the Business Brokers of Morgan & Westfield, Oceanside, California

When you sell your business through our business brokers at Morgan & Westfield, we will handle many of the more technical aspects of the sale for you. We will also guide you through many of the details that you must personally handle as the business owner. But you might be wondering, “Outside of the things that I have to do as a seller, what else can I do to ensure that my business is sold successfully?” To make the sale of your business easier and more likely to succeed, here’s what you can do:

  • Prepare a List of Items Involved in the Sale: All too often a seller will tell the buyer that “everything is for sale.” This is often untrue, and it can lead to confusion later in the process. For example, if there is personal property, rented equipment or the building and property are leased, then “everything” is not really for sale. You will be removing your personal property, and you cannot sell rented equipment or leased property because you do not own it. These types of innocent misrepresentations can lead to problems later in the process. Making a list of everything that you own and are selling that can be presented to a buyer will prevent this confusion.
  • Think About the Things that You Would Want to Know as a Buyer: For repayment to be possible, your buyer will need to run the business with some success. This means that as a seller you have an interest in the buyer’s success. So, if you have any tricks of the trade, tips or advice for the future owner, then this is a good time to prepare this information.
  • Check Your Leases: Most businesses rent or lease some property or equipment. While you cannot sell these items, you can consult the owner of these items to discuss transferring the agreements to the future business owner. Having the ability to transfer property to a buyer in this way can be a selling point for buyers.
  • Maintain Realistic Expectations: As a seller, the sales process can be stressful. It is important that you maintain perspective throughout the process and do not get frustrated that the sale is taking too long or that the offers you are receiving are too low. Selling your business is absolutely a process and you must remember that until the company is sold, nothing is permanent.
  • Protect Your Confidentiality: It is imperative that your business is sold discreetly. This means that just like you cannot put a sign out advertising the sale, you also cannot tell people about it. This includes friends, neighbors, customers, suppliers and even employees. If you must tell someone, then you should first ask them to sign a non-disclosure agreement to protect yourself. Failure to do this can result in information leaks that can be detrimental to the sale.
  • Run Your Business Normally: Buyers want to see that your business is thriving. They want to see that you have a customer base, good suppliers, and good employees. Buyers are looking for a business that will be profitable; by maintaining these things, you are proving that your company represents an opportunity for success for potential buyers.

Preparing for Your Business’s Sale

As a seller, there are also many things that you can do before the sales process even begins. By completing these pre-sale tasks, you are both making the sales process easier and increasing the likelihood that your company will be sold successfully. Some of the pre-sale tasks that we recommend include:

  • Have your company’s financial records professionally prepared.
  • Perform maintenance on your property to ensure that it is sales-ready.
  • Remove items that are unrelated to the sale.
  • Consult with a tax professional to better understand your obligations in relation to the sale.
  • Prepare yourself mentally for the sale so that you will be fully committed to the process.
  • Research your local business market to understand how similar companies are selling locally.
  • Research your local market to understand if this is the best time to sell.
  • Begin thinking about an asking price for your business.
  • Make sure that your schedule will be flexible enough to meet with buyers.
  • Prepare yourself to train a future buyer.
  • Prepare yourself to sign a non-compete agreement (this is a standard in business sales).
  • Have a non-disclosure agreement drafted and ask anyone who will have knowledge of the sale to sign the contract.
  • Meet with a professional business broker to plan the sale.

Business Brokers of San Diego County

At the Oceanside, California, office of Morgan & Westfield, our business brokers provide advice and business brokerage services to local business owners in and around Southern California’s beautiful San Diego County. Our business brokers have more than 100 years of combined experience in facilitating business sales in this area. And we average more than 100 successful business sales annually. Our business brokers have been particularly successful in the communities of:

Oceanside, Escondido, Carlsbad, San Clemente, Dana Point, Laguna Niguel, Deluz, Fallbrook, Bonsall, Pala, Rainbow, Temecula, Murrieta, Valley Center, Vista, Pauma Valley, San Marcos, Ramona, Poway, Rancho Santa Fe, Encinitas, Solana Beach, Lakeside, El Cajon, Chula Vista and San Diego.

Our business brokers have facilitated successful sales for companies of all sizes and in all industries throughout these communities. At Morgan & Westfield, we have established a reputation for success and quality customer service. To learn more about how we can put these skills to work for you, contact the Oceanside, 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.