San Francisco, California Business Brokers | M&A Advisors

Morgan & Westfield, Business Brokers of San Francisco, California

Morgan & Westfield, San Francisco, California Business Brokers Services

At Morgan & Westfield, we provide several business brokerage services that can aid you as you navigate the sales process. Our primary services include:

  • Assistance in planning your sale
  • Creation of a comprehensive offering memorandum
  • Business valuations
  • Creation and implementation of a confidential marketing campaign
  • Buyer screening services
  • Assistance with the due diligence process
  • Guidance throughout the negotiation process
  • Assistance in securing financing for your sale
  • Closing services
  • Access to professionally crafted confidentiality agreements
  • Connections to industry professionals, including:
    • Lawyers
    • Accountants
    • Tax professionals
    • Real estate professionals (for assistance with property transfers)
    • Other business brokers throughout the country
  • Assistance in completing all paperwork to finalize your sale

Common Seller Questions

Of the services that our business brokers provide, one of the most important is guidance. Our business brokers guide you through every aspect of the sales process. We make it a point to be available to you at all times to answer any questions that you may have about Morgan & Westfield, your sale, and the sales process in general. Some of the most common questions that we receive include:

  • How long does the sales process take? The time frame for your sale can significantly vary based on your specific industry and the dynamics of your marketplace. Normally, your sale will take anywhere from six months to a year.
  • Why is it so important to maintain a confidential sale? Failure to maintain the confidentiality of a sale can cause significant damage to your business. If employees learn of your sale, they may consider working with another company. And if competitors discover your sale, they may see it as a sign of weakness or an opportunity to increase their market share. So maintaining a confidential sale is absolutely vital.
  • Will I be required to finance my own sale? You will not be required to finance your own sale. However, if you have the resources to do so, there can be many advantages to seller financing.
  • What are the tax implications of selling my business? The tax ramifications of your sale will vary based on how your business was incorporated as well as several other factors. Our brokers can also connect you to tax professionals who will ensure that your tax obligations are addressed appropriately.
  • When can I tell my employees about my sale? To maintain a confidential sale, you should not inform your employees about it until the sale has been finalized. If you must tell an employee about it before that point, you should ask him or her to sign a confidentiality agreement before this information is disclosed.
  • How do I know my business is being sold for the highest possible price? At Morgan & Westfield, we provide professional business appraisal services. This ensures that your company will be accurately valued and priced to guarantee that it is sold for the highest possible price.

Business Brokers of Northern California

At the San Francisco, California, office of Morgan & Westfield, our business brokers are dedicated to assisting business owners throughout Northern California as they navigate the sales process. Our brokers have more than 100 years of combined experience in facilitating business sales throughout this region. We are particularly experienced in facilitating sales in the communities of:

  • San Francisco
  • Sausalito
  • Muir Beach
  • Stinson Beach
  • Bolinas
  • Mill Valley
  • San Rafael
  • Richmond
  • San Pablo
  • El Cerrito
  • Berkeley
  • Orinda
  • Canyon
  • Piedmont
  • Emeryville
  • Alameda Island
  • Alameda
  • Bay Farm Island
  • Oakland
  • San Leandro
  • Castro Valley
  • Hayward
  • Sorenson
  • Russell City
  • Foster City
  • Bair Island
  • San Mateo
  • Hillsborough
  • Millbrae
  • Montara
  • Linda Mar
  • Pacifica
  • South San Francisco
  • Colma
  • Brisbane
  • Daly City

Each year, our business brokers facilitate countless successful sales in and around these Northern California communities. If you are a business owner in this region and you are interested in learning more about how our business brokers can facilitate the sale of your business, contact the San Francisco, California, office of Morgan & Westfield today.

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About San Francisco, California

San Francisco, California, situated on the northern tip of the San Francisco Peninsula, is a vibrant and iconic city known for its picturesque landmarks, diverse culture, and innovative spirit. As one of the most famous cities in the world, San Francisco offers residents and visitors a plethora of experiences.

The city’s skyline is dominated by the towering Golden Gate Bridge, a symbol of San Francisco’s beauty and engineering prowess. Nearby, Alcatraz Island, with its notorious former prison, and Fisherman’s Wharf, known for its seafood and waterfront attractions, are popular destinations for tourists.

San Francisco’s neighborhoods each offer a unique atmosphere and charm. From the historic streets of Chinatown and the colorful houses of Haight-Ashbury to the upscale boutiques of Union Square and the trendy cafes of the Mission District, there’s something for everyone in the city’s diverse communities.

Cultural attractions abound in San Francisco, with world-class museums, theaters, and galleries. The San Francisco Museum of Modern Art (SFMOMA), the de Young Museum, and the Asian Art Museum showcase art from around the world, while theaters like the Orpheum Theatre and the Curran Theatre host Broadway shows and performances.

Find us on the map

Past Transactions - Business Sales or Appraisals

  • Automotive
  • Construction
  • Advertising Agency
  • Digital Marketing
  • Web Design Firm
  • Event Center
  • Fitness Center
  • Travel Website
  • Food and Beverage
  • Restaurant Chains
  • Technology
  • Assisted Living Facility
  • Family Medical Practice
  • General Healthcare
  • Professional Services
  • Apparel Manufacturer
  • Retail
  • Services
  • Sign Manufacturer
  • Automotive Parts Manufacturer
  • Food Products Manufacturer
  • Industrial Chemical Manufacturer
  • Franchised Fast Food Chain
  • Wholesale and Distribution

The Morgan & Westfield Advantage

Our President is Your Point Person

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.

Jacob Orosz

President and Founder of Morgan & Westfield

20+ Years of M&A Experience: Over 20 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 6 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, Acquired and Food & Beverage M&A

Host of M&A Talk: Host of the #1 podcast on mergers and acquisitions – M&A Talk.

Host of Food & Beverage Talk: Host of the #1 podcast on mergers and acquisitions specializing in the food & beverage industry – Food & Beverage Talk.

Host of:

The #1 Podcast on Mergers & Acquisitions

  • Available on:
  • Spotify

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Browse Our Content by Topic
  • Books: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired – written by Jacob Orosz, president of Morgan & Westfield.
  • M&A Talk Podcast: The #1 podcast on mergers and acquisitions with over 150 episodes.
  • M&A Encyclopedia: 800+ pages of articles on every step of the M&A process.
  • Ask the Expert: Ask our team any question related to the sale or purchase of a business.
  • Downloads: Download forms and checklists for buying or selling a business.
  • M&A University: In-depth courses led by industry experts on M&A.