San Diego, California, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in San Diego, California

• Email: [email protected]
• Phone: (619) 369-8761
• Address: West Broadway, San Diego, California 92101, USA
• Hours: Monday to Friday | 8am to 5pm

At Morgan & Westfield, our top priority is to make selling your business easier for you. Our business brokers provide a variety of services to achieve this goal. Some of the main services that we provide include:

• Sale planning
• Business appraisals
• Creation of an offering memorandum
• Creation and implementation of a confidential marketing campaign
• Buyer screening services
• Negotiation facilitation
• Financing assistance
• Performance of due diligence
• Closing services

Common Seller Questions

Of all the services that our business brokers provide to facilitate business sales, one of the most important is guidance. At Morgan & Westfield, our business brokers understand that the average business owner has never gone through the process of selling a business before and will likely have some questions.

At the San Diego, California, office of Morgan & Westfield, our business brokers will not only guide you through each step in the sales process, we will also be there to answer any questions that you may have. Some of the most common questions that we answer include:

• How long does the sales process take? The length of the sales process can vary significantly based on several factors. Some of these factors include how your business was incorporated, the condition of your company, market conditions, your asking price, and your willingness to finance the sale, among many other factors. However, the sales process will generally take anywhere from six months to a year. Read more about How Long Does it Take to Sell a Business?
• Will I be asked to sign a non-compete contract? Most buyers will require you to sign a non-compete contract. This is a standard aspect of any business sale, so you should be prepared to sign one if you are planning to sell your business. Read more about M&A Non-Compete Agreement | A Complete Guide.
• How will my sale be advertised? At Morgan & Westfield, we utilize a strategy of confidential marketing to advertise your business through a variety of business-for-sale websites. The ads that are created will describe your business without exposing any details of your operations that may reveal your business’s identity. They will also prompt interested buyers to contact Morgan & Westfield to learn more.
• When can I tell my employees about the sale? Our business brokers recommend keeping your sale as private as possible. This means not telling anyone — including your employees — about your sale until it is finalized. We also recommend asking anyone who has knowledge of your sale to sign a confidentiality agreement. Read more about Informing & Retaining Employees When Selling a Business.
• Why should I sell through a broker? There are many advantages to selling your business through the business brokers of Morgan & Westfield. Some of these advantages include selling for a higher price, an expedited sales process, and a confidential sale. And our brokers will even take care of the technical aspects of your sale for you.
• How will an asking price be determined? At Morgan & Westfield, our business brokers provide business appraisal services. We will analyze every aspect of your business and your marketplace. The results of this analysis will be outlined in a formal business valuation report. Through these appraisals, we ensure that your business is priced accurately.
• Should I disclose negative information about my business’s performance? Any quality buyer will perform research into your company. These quality buyers will also understand that every business has its ups and downs. So, yes, you should disclose all information about your business to your buyer. This is especially important because a quality buyer will usually uncover this information during his or her own due diligence process, and it is best if the buyer does not discover this information on his or her own.
• What should I expect in an initial offer? Most buyers will make a low initial offer because he or she is expecting to negotiate with you. It is important that you keep this in mind when you receive offers and not become discouraged by an initial low offer.

Business Brokers of Southern California

At 600 West Broadway, San Diego, California, 92101, office of Morgan & Westfield, we work exclusively with the business owners of Southern California. Our brokers are particularly experienced at working with the business owners in the communities of: Downtown San Diego, Old Town San Diego, Gaslamp Quarter, Little Italy, Mission Valley, Pacific Beach, Ocean Beach, Hillcrest, North Park, South Park, La Jolla, Del Mar, Encinitas, Point Loma, University City, Clairemont, Kearny Mesa, Chula Vista, Carlsbad, San Marcos, Santee, Escondido, Rancho Bernardo, Mira Mesa, Tierrasanta, Golden Hill, City Heights, College Area, and Talmadge.

Each year, our brokers facilitate hundreds of sales across San Diego County, covering industries such as tourism, hospitality, manufacturing, real estate, healthcare, and more, with values ranging from $50,000 to over $100 million. With extensive experience in these diverse industries, our brokers have a unique understanding of the local market and are ready to assist you in selling your business. Contact the San Diego office of Morgan & Westfield to learn more.

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 selling a business – M&A Talk.

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.