Visalia, California, Business Brokers and M&A Advisors

Business Brokers and M&A Advisors in Visalia, California

• Email: [email protected]
• Phone: (888) 693-7834
• Address: West Main Street, Visalia, California 93291, USA
• Hours: Monday to Friday | 8am to 5pm

The Process of Selling Your Business

Generally, the process of selling a business always follows similar steps; however, depending on your specific situation, there may be some additional steps or steps that you can skip. The common process includes the following steps:

• The sale of your business is planned.
• A business appraisal is performed.
• Your business is put up for sale.
• A marketing campaign for your business is designed and implemented.
• Your business is advertised to a large audience of potential buyers.
• Interested potential buyers contact your business broker.
• Buyers are pre-screened.
• Screened buyers are presented with information about your company.
• Negotiations occur between you and your buyer.
• A deal is reached.
• Funding is secured.
• Contracts are drafted and signed.
• The sale is closed.
• All contractual obligations are completed.
• The process is completed and your business is officially sold.

While the actual process that you go through may vary slightly, this is the general procedure that our business brokers will follow in facilitating the sale of your business.

Read more about The Process of Selling a Business

Facilitating the Sale

At the Visalia, California, office of Morgan & Westfield, our business brokers provide services that are designed to facilitate the successful completion of each step in this process. Specific services that our business brokers offer include:

• Exit Planning Services
• Business Appraisals
• Creation of Offering Documents
• Creation and Implementation of a Customized Marketing Campaign
• Buyer Screening
• Negotiation Facilitation
• Administration of the Closing Process
• Continuous Support

Tips for a Successful Business Sale

Another service that we offer to help you with selling your business is professional advice. Our business brokers want to make sure that everything goes smoothly for you, so we make it a point to provide you with advice whenever possible. Some of these insider tips that our past clients have found particularly helpful include:

• To reduce your stress and responsibilities, prepare your business’s financial records before you put the business up for sale.
• Require anyone involved in the sale to sign a confidentiality agreement. Read more about Confidentiality.
• Tell almost no one that your business is being sold until a deal has been reached. This will protect your privacy and your company’s value.
• Be prepared to sign a non-compete agreement when your business is sold. Read more about M&A Non-Compete Agreement | A Complete Guide.
• Be prepared to negotiate with potential buyers, and never take negotiations personally. Many initial offers are considerably lower than the business owners’ asking price. However, through negotiation, more favorable deals can still be reached.
• Be accommodating to potential buyers; this will make them more comfortable and make negotiations easier.
• Set an asking price that is reasonable for your market. Businesses being sold in more rural regions cannot be priced as if they are being sold in a large city. Pricing yourself out of the market will make selling your business extremely difficult.
• Understand your tax liabilities and how selling your business will impact these obligations.
• Understand your lease agreement and be sure that it can be transferred to the new owner.
• Always sell your business with the assistance of a qualified business broker. By giving proper and timely advice, business brokers can help you negotiate a higher price, prevent mistakes, connect you with other industry professionals, expedite the process, do most of the technical work for you and ease the entire process.

Read more about Tips on Preparing Your Business for Sale

Our President is Your Point Person

Jacob Orosz

President and Founder of Morgan & Westfield

25+ Years of M&A Experience: Over 25 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 5 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired.

Host of M&A Talk: Host of the #1 podcast on selling a business – M&A Talk.

Host of M&A Talk: The #1 Podcast on Selling a Business

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The Morgan & Westfield Advantage

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.

Business Brokers of Visalia, California

When selling your business, it’s important to work with a local broker who has strong connections and market knowledge. At Morgan & Westfield, located at 5252 West Main Street, Visalia, California, 93291, we specialize in helping local business owners in this region. With over 100 years of combined experience, we have built long-standing relationships with local professionals, including lawyers, accountants, tax experts, and bankers, enabling us to facilitate hundreds of business sales each year.

We have successfully handled sales in Downtown Visalia, Mooney Grove, Goshen, Visalia Rural Area, Tulare, Visalia Industrial Park, Visalia North, Royal Oaks, Hidden Acres, Mount Whitney, and Cameron Creek. If you’re considering selling a business in any of these communities, Morgan & Westfield’s experienced brokers are here to help.