Mergers & Acquisitions

Visalia, California Business Brokers | M&A

West Main Street, Visalia, California, 93291

Call Us: (888) 693-7834

Who We Are

Morgan & Westfield, Business Brokers of Visalia, California. The time has finally come: After years of hard work and dedication, it is time to sell the business that you have worked so hard to build. This represents a challenging time for any business owner. In addition to the stress of making this major lifestyle change, you are also now forced to deal with the stress of selling your business. Chances are, as a business owner you probably have never gone through the process of selling a business before. You might not know what specific activities this process entails or what challenges to expect along the way.

Our business brokers at the Visalia, California, office of Morgan & Westfield are here to help. We will walk you through the process of selling your business, provide you with services to ensure the each step is completed successfully, answer your questions and provide you with tips and general advice about business sales. Our business brokers will help you to ensure that your business is sold successfully. To learn more about our services contact the Visalia, California office of Morgan & Westfield.

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.

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.
  • 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.
  • 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.

Business Brokers of Visalia, California

When you decide to sell your business with the assistance of a professional business broker, it is important that you work with a local broker. Local business brokers have local connections and market knowledge, both of which can prove invaluable. At the Visalia, California, office of Morgan & Westfield, we work exclusively with local business owners in this region of California.

We have established relationships with many local professionals, including lawyers, accountants, tax professionals, and bankers. These are long-standing relationships that have been built through our more than 100 years of combined experience in this region. These relationships and the local knowledge that we have gained over this time allow our business brokers to facilitate hundreds of business sales each year. We have been particularly successful at facilitating business sales in the local communities of:

Visalia, Goshen, Farmersville, Ivanhoe, Exeter, Lindsay, Tonyville, Woodville, Plainview, Strathmore, Zante, Porterville, Tipton, Tulare, Corcoran, Guernsey, Lemoore, Armona, Grangeville, Hanford, Lucerne, Hardwick, Elderwood, Yettem, Monson, London, Traver, Wildflower, Laton, Kingsburg, Wineland, Monmouth, Fowler, Lemon Cove, Three Rivers, Del Rey, Dinuba, Stratford and Westhaven.

Our business brokers are proud of the success that we have had locally, and we look forward to expanding on our past successes in the future. If you are considering selling a business in one of these communities or a neighboring community, and you want to work with a team of experienced business brokers, contact the Visalia, 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
Rope, Cordage Manufacturing
Motion Picture Exhibition
Day Care
Route Distribution Business
Motion Picture Production
Domestic Representation
Rubber Manufacturer
Non-Metallic Mineral Mining
Embroidery Shop
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
Trailer and Motor Retail
Ice Cream
Huntington Learning Center
Tyre Manufacturing
UP Store

Our Process

How can Morgan & Westfield help you sell your business?

Schedule a Consultation

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.

Schedule a Free Consultation

Client Stories

Sold How to Sell Your Business to the Right Buyer at the Right Price

Industry: Retail

Region: Midwest

Sold Keeping Your Financials In Order: This is Why it’s Important in Selling Your Business

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Sold Miracle Method Done Deal

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Region: South Central

Sold New Miracle Method Owner Shares Tips in Selling Your Business Fast

Industry: Services

Region: West Coast

Sold Preparation: Key to Selling Your Business Fast

Industry: Automotive

Region: Mid-Atlantic

Sold Selling A Company: It’s Not Just Business, It’s Personal

Industry: Construction

Region: Mid-Atlantic

Sold The Burches – Mentally & Emotionally Prepared

Industry: Services

Region: West Coast

Sold This Is How You Sell A Business From 100 Miles

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Region: Midwest

Sold This Seller Found The Right Buyer In 4 Days, But Took 1 Year To Close The Deal. Here’s Why.

Industry: Services

Region: New England

Sold This Will Make You Sell Your Business in Tough Times

Industry: Services

Region: South Central

Sold Why Selling a Business Is More Than Just Finding a Buyer

Industry: Health Care

Region: Southwest

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Industry: Food & Beverage

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Sold Work On Your Business — Not In Your Business

Industry: Manufacturing

Region: West Coast

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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.