Mergers & Acquisitions

Santa Rosa, California Business Brokers | M&A

Round Barn Boulevard, Santa Rosa, California, 95403

Call Us: (888) 693-7834

Who We Are

Morgan & Westfield, Business Brokers of Santa Rosa, California. As a business owner, you probably have never sold a business before. You might not know how to prepare for the process, what to expect or even what steps are involved. So when it comes time for you to sell the business that you have worked so hard to build, you will undoubtedly have some questions. That is where our team of professional business brokers at the Santa Rosa, California, office of Morgan & Westfield comes in.

In addition to providing you with technical services that will help you complete each step in the sales process, our business brokers also provide invaluable guidance. We help you prepare for your sale, explain what the sales process entails, guide you through each step and answer all of your questions along the way. Our business brokers work to illuminate the sales process for you so that you can make informed decisions and avoid the stress caused by any uncertainty. To learn more about the various ways that our business brokers can guide you through the sales process, contact the Santa Rosa, California office of Margan & Westfield today.

Preparing for Your Business’s Sale

Whether you are planning to sell your business in the immediate future or years from now, there are many things that you can do to prepare for your business’s sale. Some of the tasks that our business brokers recommend include:

  • Have your company’s financial statements prepared professionally.
  • Research your leases so that you know which ones can be transferred to the new owner.
  • Research your market to understand when would be a good time to sell.
  • Delegate important responsibilities to your employees so that a new owner can more easily step into your role.
  • Continue to maintain quality relationships with your employees, customers, and suppliers.
  • Continue to maintain inventory levels and operate your business normally.
  • Begin to consider your company’s value.
  • Make a list of any information that a new owner would need to know to operate your business to its fullest potential.
  • Mentally prepare yourself to disengage from your business after it is sold.
  • Ask anyone who you will be involving in the sale to sign a non-disclosure agreement.
  • Contact our professional business brokers at the Santa Rosa, California, office of Morgan & Westfield for professional guidance.

By doing these things, you are giving yourself a head start on the sales process and making it easier for you in many ways. First, by doing these things now, you will not have the stress of needing to accomplish these tasks later in the process. Second, by completing many of these tasks ahead of time, you can give yourself more time to ensure that each of these tasks is completed correctly. Finally, by entering the sales process with everything fully prepared, you are giving potential buyers the impression that you are serious about your company’s sale. This will encourage buyers to consider your sale more seriously and make them feel more confident that you have been running your company with the same serious attitude. Ultimately, by preparing for the sales process, you are making everything much easier for yourself and increasing the chances that your company will be sold successfully.

What to Expect From the Sales Process

After you have fully prepared for the sale and are beginning the process of actually selling your business, you might not know what to expect next. This is one of the main advantages of selling your business through Morgan & Westfield — we will guide you through the entire process. Our business brokers will answer your questions and make sure that you always understand where you are in the sales process and what to expect going forward. Some common aspects that many sellers might not be aware of or have questions about include:

  • The Need to Keep Your Sale Confidential: It is vital to the success of your sale that you sell your business as discreetly as possible. Business owners are often surprised that they are advised not to tell their friends, employees or customers about their company’s impending sale. Telling people (who have not signed a non-disclosure agreement) about the sale is something that you must avoid. If news of your impending sale becomes public knowledge, the value of your business will suffer and your business will become far more difficult to sell.
  • You Will Need to Sign a Non-Compete: When a buyer agrees to purchase your business, they will usually include terms in the sales contract that require you to sign a non-compete contract. This contract will state when, where and what type of business you can open in the future, and it will prohibit you from operating a business in competition with the business that you are selling. These contracts are standard clauses in sales contracts, and you should be prepared to sign one.
  • You Will be Expected to Train Your Buyer: For your buyer to successfully run your business, they will need to learn more about what you do. For this reason, terms of the sales contract will usually specify a time period in which you will be required to train your business’s new ownership. This is a standard aspect of business sales. Failure to fulfill this obligation can be considered a breach of your sales contract, which can nullify your sale.
  • You Must be Willing to Negotiate: The initial offer that most buyers will make for any business is almost always much lower than the final sale price. This is something that you must be prepared for and not take personally. Most buyers will expect to negotiate with you, so it is important that you are willing to negotiate and that you do not take any offers personally. Taking offers personally or being unwilling to negotiate is a recipe for unsuccessful negotiations.
  • You Must Understand That Business Values are Subjective: Businesses can be valued in many different ways. Even when two professionals appraise a business, in the same way, they might disagree on the value. So it is important that you understand that just because your company was appraised for a certain price, does not mean that that is what your business will sell for. The only true determinant of your company’s value is the market and what a buyer is willing to pay, so you must maintain some level of flexibility with the way you view your company’s value. Failure to maintain this flexibility will make selling your business far more challenging.

Business Brokers of Santa Rosa, California, office of Morgan & Westfield

Our business brokers at the Santa Rosa, California, office of Morgan & Westfield provide our guidance, support, and technical services exclusively to the business owners of California’s Sonoma County. This includes the communities of:

Santa Rosa, Roseland, Rohnert Park, Cotati, Penngrove, Liberty, Petaluma, Haystack, Lakeville, Schellville, Vineburg, Temelec, Sonoma, El Verano, Boyes Hot Springs, Glen Ellen, Eldridge, Kenwood, Two Rock, Orchard, Bloomfield, Cadwell, Valley Ford, Sebastopol, Freestone, Bodega, Bodega Bay, Carmel, Occidental, Camp Meeker, Graton, Forestville, Hilton, Jenner, Cazadero, Venado, Fulton, Larkfield-Wikiup, Grant, Healdsburg, Windsor, Simi, Del Rio Woods, Lytton, Kellogg, Jimtown, Geyserville, Asti, Preston and Cloverdale.

Through operating exclusively within the communities that make up Sonoma County, our business brokers have developed a unique understanding of the marketplace. We have developed relationships with many industry professionals, business owners and potential buyers within these communities. Through these connections and our business brokers’ more than 100 years of combined experience in this region, we understand how businesses are valued here and what it takes to facilitate a successful sale. This knowledge and experience have allowed our business brokers to develop a system for facilitating hundreds of business sales each year, and it can be used to facilitate the successful sale of your business, too.

To learn more about our services and what our business brokers can do to guide you through the process of selling your business, contact the Santa Rosa, California, office of Morgan & Westfield today.

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?

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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.

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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.