Mergers & Acquisitions

Raleigh, North Carolina Business Brokers | M&A

Blue Ridge Road, Raleigh, North Carolina, 27607

Call Us: (888) 693-7834

Who We Are

Morgan & Westfield, Business Brokers of Raleigh, North Carolina. Morgan & Westfield is one of the largest fee-based business advisory firms in North America with offices located throughout the United States. Strategically located in Wake County, our Raleigh, North Carolina (NC) office sells businesses in Granville, Franklin, Nash, Johnston, Harnett, Chatham, Durham, and Wake Counties; and the major cities of Raleigh, Durham, Chapel Hill, Wake Forest, Sanford, Wilson, and Benson. If you are looking to sell your business, then call us today at (919) 948.7000.

Partnering with a national business broker gives you maximum exposure when selling your business; allowing us to attract buyers from both North Carolina, and on a national basis. This mix of global reach and local expertise enables us to maximize the exposure of the businesses we sell while maintaining a close, personal relationship with you throughout the process. We work with individuals and corporations, representing closely held businesses of all types.

Sell a Business: Middle Market (Gross Revenue more than $5 Million)

At Morgan & Westfield, we target privately-held companies with annual sales ranging from $1 million to $30 million or more. You will work directly with our experienced Corporate Middle Market Team in conjunction with our local Raleigh, North Carolina office. We help you in all phases of the transaction; from preparing your company for sale, establishing a valuation and asking price, preparing key documents, market and competitive analysis, preparing an offering memorandum, creating a marketing strategy, qualification of prospective buyers, negotiation, due diligence and orchestrating the closing. Our team of professionals brings decades of experience to each transaction and we work as a team with our clients and their outside professional advisors to offer practical and market-driven advice. Our Middle Market professionals provide assistance in the following key areas:

  • Pre-sale strategic planning and consulting
  • Preparing the company for sale
  • Market, competitive, and strategic research and analysis
  • Targeted industry research
  • Creating an offering memorandum
  • Preparing a valuation and asking price range
  • Preparing normalized financial statements
  • Review of key documents, financial statements, and tax returns
  • Development and implementation of a marketing strategy
  • Screening and qualifying prospective buyers
  • Facilitating due diligence
  • Preparation of due diligence checklist
  • Coordinating due diligence and activities of all parties involved
  • Transaction and deal structuring
  • Facilitating closing
  • Post-closing guidance

Business Valuations | Business Appraisals

Morgan & Westfield is dedicated to either working with you or contracting with a third-party appraisal company in helping you obtain a business valuation or business appraisal at the lowest possible cost. At Morgan & Westfield, we are specialists in selling businesses and have had decades of experience in business sales. This experience is important when it comes to valuing a business with the intent to sell your company. Companies that specialize exclusively in business appraisals often do not have an in-depth understanding of buyer’s needs and wants. Having this knowledge is paramount in pricing your company to sell.

At Morgan & Westfield, the majority of our in-house valuations are prepared for individuals or companies who wish to know the worth of their company for the purpose of selling it. For court-ordered appraisals and any other appraisal not relating to selling a business, we contract with third parties at discounted rates. We perform the fieldwork directly, assisting with data gathering, questionnaires, financial statement normalization, and the other tasks involved in appraising a business; and then jointly work with the company to finalize the appraisal.

We also perform business appraisals for the following purposes:

  • Alternative dispute resolution (ADR)
  • Bankruptcy and insolvency
  • Business interruption insurance
  • Business and strategic planning
  • Buy-sell agreements
  • Buying or selling a business
  • Compensation planning or disputes
  • Economic damages
  • Eminent domain
  • Employee Stock Option Plans (ESOPs)
  • Estate, gift, and income tax
  • Exit planning
  • Family limited partnerships (FLPs)
  • Financial accounting
  • Financing
  • Goodwill impairment (SFAS 142)
  • Litigation support
  • Lost profits
  • Management information
  • Marital dissolution (divorce)
  • Mediation
  • Mergers and acquisitions
  • Minority shareholder disputes
  • Ownership transition
  • Partnership disputes
  • Purchase price allocation (SFAS 141)
  • Planning (tactical or strategic)
  • SBA loans: SOP 50-10 (5)
  • S corporation conversion
  • Stock option plans
  • Tax compliance
  • Tax planning

Sell Your Business With the Business Brokers of Morgan & Westfield, Raleigh, North Carolina

We help you sell your business quickly and confidentially. With our global reach, we can confidentially expose your business to thousands of potential buyers. Our unique marketing programs and database of qualified buyers maximize the selling price of your business. At Morgan & Westfield of Raleigh, our services are fee-based, saving you up to 90% off the cost of using a traditional business broker. Selling your business is a rewarding event, but achieving a successful sale can be stressful and time-consuming. We help you streamline the sales process, and minimize the inevitable stress associated with selling your business. Our team will guide you through the entire sales process by doing the following things:

  • Educating you about the sale process
  • Consultation and advice regarding preparing your business for sale
  • Assisting in the valuation or appraisal of your business
  • Preparing an Offering Memorandum
  • Preparing normalized or adjusted financial statements
  • Preparing, reviewing, and organizing key documents
  • Creating a marketing and advertising strategy to sell your business
  • Confidentially list your company for sale on international business for sale websites
  • Prescreening buyers
  • Preparing an offer to purchase and structuring the sale
  • Helping buyers find financing
  • Helping you negotiate price and terms
  • Coordinating due diligence and preparing a due diligence checklist
  • Closing the sale

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.