San Luis Obispo, California Business Brokers | M&A Advisors

Morgan & Westfield, Business Brokers of San Luis Obispo, California

Selling a Business

You may have spent years or decades developing a business, perhaps building it from scratch. There are many reasons that you may decide to sell it: to make a profit, to move into a new business opportunity, or to retire and enjoy some free time at last. Whatever your reason for selling, Morgan & Westfield San Luis Obispo Business Brokers are here to help.

We can prepare a business evaluation to ensure an appropriate sales price that reflects all of the hard work you have put into the business. We can help with the preparation of financial records and other paperwork. Our team can put together a powerful marketing strategy that will interest prospective buyers locally within San Luis Obispo, nationally and internationally.

We pre-screen buyers for you to ensure that you only receive genuine inquiries. Let us take the stress and worry out of selling your business. Call our office today at (805) 586-2530.

Why Choose Morgan & Westfield San Luis Obispo Business Brokers?

We’re one of San Luis’ most successful business brokers, and also one of the most affordable. Unlike most brokers, we operate on a fee- basis instead of a commission basis, so we can save you up to 80 percent compared to our competitors. We don’t require you to sign a long-term exclusive contract, unlike many other brokers.

We can offer you a free, no-obligation initial consultation to discuss your business sale needs. Our team of experienced professionals can provide you with expert advice and act as a buffer between you and the buyer throughout the sale process. We have developed a streamlined, three-step process to handle sales quickly and efficiently. If you need help or advice in selling your business in the San Luis Obispo area, contact us today on (805) 586-2530.

Free Consultation to Get You Started

No obligations, no strings attached

Thinking of selling your business? Get the answers you need – we’ll even give you some questions to consider. Explore your options now.

Schedule a Free Consultation

About San Luis Obispo, California

San Luis Obispo, California, nestled along the central coast, is a charming city known for its scenic beauty, rich history, and vibrant community. As the cultural and commercial hub of San Luis Obispo County, the city offers residents and visitors a unique blend of small-town charm and modern amenities.

The heart of San Luis Obispo is its historic downtown, featuring Spanish-style architecture, boutique shops, art galleries, and a variety of dining options. Mission San Luis Obispo de Tolosa, founded in 1772, is a prominent landmark and a symbol of the city’s Spanish colonial heritage.

The city is surrounded by natural beauty, with picturesque landscapes, vineyards, and nearby beaches along the stunning California coastline. Bishop Peak, one of the Nine Sisters volcanic peaks, offers hiking trails and panoramic views of the city and surrounding countryside.

San Luis Obispo is also home to California Polytechnic State University (Cal Poly), which brings a youthful energy to the community and contributes to the city’s vibrant cultural scene. The Performing Arts Center at Cal Poly hosts concerts, theater productions, and other performances throughout the year.

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

Real Stories from Real Clients

The Most Comprehensive Library of Resources on Buying or Selling a Business

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.