Temecula, California Business Brokers | M&A Advisors

Business Broker and M&A Services in Temecula, California

Tips for Selling Your Business

Be as cooperative as possible with potential buyers: When presented you with a potential buyer, try to be as cooperative and accommodating as possible. Make an effort to schedule meetings around your potential buyer’s schedule and be open with them. Handling all interactions with your potential buyers in a friendly and cooperative manner will allow them to feel more comfortable and will make the entire negotiation process run more smoothly.

Run your business as you normally would: Experience has shown that while our business brokers are handling the technical aspects of selling your business, it is important that you continue to run your business as usual in order to maintain its market value and prevent competitors from gaining market share. Failing to do so could cause your business’s value to decrease, making it significantly harder to sell.

Remove inventory or equipment that is broken or that will not be involved in the sale: When selling a home, homeowners must get their property into top shape in order to demand top dollar. Our business brokers believe this same principle applies to selling a business. When showing a potential buyer your business, you want to ensure that it is clean and that everything is in good working order. Potential buyers want to be reassured that your business is being properly maintained and that taking over operations will be seamless. If possible, it is also a good idea to remove anything that will not be involved in the sale to prevent any confusion.

Prepare your financial information: At Morgan & Westfield, we recommend preparing your financial information before listing your business for sale. This way you will be equipped to show buyers that your business is profitable and will provide a significant stream of income. By demonstrating your business’s financially producing history, you significantly increase the chances of a successful sale.

Be aware of the terms of your lease agreement: Make sure your lease agreement can be transferred or extended to the person who buys your business. The location of your business is extremely valuable to potential buyers.

Maintain your business’s reputation: Along with running your business normally and maintaining your facilities, it is important to preserve your business’s reputation. Neglecting any aspect of your business that impacts its reputation will cause your business to lose a significant portion of its value.

Be willing to negotiate: When our business brokers facilitate negotiations and advise our clients on negotiation techniques, we always remind them that the deal that is negotiated is the deal that will close. For this reason, it is important to remember that any offer that you receive is just that, an offer. It is not the deal that will be closed on but rather a starting point. Instead of feeling offended by an offer that you may receive, we encourage you to consider it an opportunity to further negotiate a more favorable deal.

Sell your business through an experienced business broker: It has been shown that businesses sold with the assistance of an experienced business broker tend to sell for a higher price than businesses sold by its owner directly. Utilizing the guidance of a professional business broker will ease the process and increase your chances of successfully 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 Temecula, California

Temecula, California, nestled in Riverside County, is a charming city known for its scenic vineyards, historic Old Town, and vibrant community. Situated in the heart of Southern California’s wine country, Temecula offers residents and visitors a blend of rural tranquility, suburban amenities, and cultural attractions.

The city’s Old Town district features historic buildings, boutique shops, art galleries, and restaurants, preserving the area’s rich heritage and providing a charming backdrop for leisurely strolls and exploration. The Old Town Temecula Community Theater hosts performances, concerts, and events throughout the year, showcasing local talent and cultural diversity.

Temecula is renowned for its wineries and vineyards, which produce award-winning wines and offer wine tasting tours and events. The Temecula Valley Wine Country, with its rolling hills and scenic vistas, provides a picturesque setting for wine enthusiasts and visitors seeking relaxation and scenic beauty.

Outdoor enthusiasts can explore Temecula’s parks, trails, and recreational areas. Lake Skinner Recreation Area and Vail Lake Resort offer opportunities for camping, fishing, boating, and hiking amidst natural landscapes and wildlife habitats.

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.