San Mateo, California Business Brokers | M&A Advisors

Business Broker and M&A Services in San Mateo, California

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

Our team of professional business brokers guides you through every step of the process of selling your business. We understand that selling a business can be complex. Our business brokers work to ease this process by handling the details while working with you as a team to accomplish the big picture task of selling your business. We are there for you every step of the way and answer all of your questions as they arise. Some of the most common questions that we receive from our clients are:

  • What is the value of my business?
  • When I sell my business, what financial statements do I need to provide?
  • How do I protect my privacy?
  • How do I find a buyer for my business?
  • How do I know if a buyer is legitimate?
  • How will the sale of my business be financed?
  • What documentation will I need to finalize the sale of my business?

Our team of business brokers will not only provide you with the answers to all of these questions, they will also help you to complete each of these tasks. We will perform a business appraisal to determine the value of your business, aid you in preparing all of the necessary documentation and help you to secure funding for your business’s sale. We pre-screen potential buyers and will market the sale of your business using general information only. This technique is called “confidential marketing.” Marketing the sale of your business in this way both alerts buyers that your business is for sale and protects your privacy. Our business brokers will utilize their combined experience in assisting business sales in the Silicon Valley and San Francisco Bay region of California to answer all of your questions and aide you in selling your business.

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 Mateo, California

San Mateo, California, located in the San Francisco Bay Area, is a vibrant city known for its suburban charm, diverse communities, and thriving economy. Situated midway between San Francisco and San Jose, San Mateo offers residents and visitors a blend of urban amenities and natural beauty.

The city’s downtown area features a mix of historic architecture, trendy boutiques, restaurants, and cafes. Central Park, with its Japanese tea garden and playgrounds, provides a green oasis in the heart of the city, while nearby Coyote Point Park offers waterfront views, picnic areas, and hiking trails.

San Mateo is home to a diverse population and a strong sense of community. The city hosts numerous cultural events, festivals, and farmers’ markets throughout the year, showcasing the talents and traditions of its residents.

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.