John Hannum
Fractional CFO | Accountant
What is a fractional CFO? How can they help grow a business? Can they help sell a business? Get all the details on this growing position in the middle market…
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a ConsultationGet started today. At Morgan & Westfield, there are never any long-term contracts.
Morgan & Westfield is a leading M&A firm. Here are some of the people who make it happen.
Our goal is to help you successfully exit your business. Here are answers to some of our most commonly asked questions.
Real stories from real clients who have sold their businesses through Morgan & Westfield.
Morgan & Westfield sold in 100+ industries. Whatever your business, we’ve got you covered.
Morgan & Westfield has completed transactions in 100+ industries globally, representing business owners and buyers in North America, Central America, South America, Europe, and Asia.
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Here is an overview of the process of buying a business, presented in concise summaries from our experts.
From processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
Business services firms differ in the services they offer, so we customize our solutions to meet and exceed clients’ service goals.
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
Comprehensive articles on every step of the process of buying or selling a business in the M&A industry.
The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, Acquired, and Food and Beverage M&A
Don’t be confused or intimidated by any terms or abbreviations in the M&A world. You’ll find answers here.
M&A Talk is the #1 podcast on mergers & acquisitions. We talk to the most experienced professionals in the industry to uncover their secrets.
Food & Beverage Talk is the #1 podcast exclusively focused on the food and beverage industry. We offer interviews with the top experts in the food & beverage industry.
Priceless advice for entrepreneurs of middle-market businesses with revenues up to $100 million.
Selling a business is complicated. We make it simple.
Morgan & Westfield is a leading M&A firm. Here are some of the people who make it happen.
At Morgan & Westfield, we employ consistent strategies to help ensure your transaction remains confidential from beginning to end.
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At Morgan & Westfield, we’re always looking for talented deal makers, agents, analysts, professionals, office owners, and associates to join our remote team.
Most small business owners are familiar with SBA loans and conventional loans as a means for funding their businesses. However, did you know there is a wide range of SBA loan types to meet specific needs? Interestingly, in addition to SBA, conventional bank loans, and investor funding, there is also a way for you to use your retirement funds to fund your business. While this may not be for everyone, this method does have its advantages, and our guest has all the information. He is Dallas Kerley, chief development officer at Benetrends Inc. He’ll cover the many traditional funding options and expand on the retirement rollover funding alternative in detail.
Dallas Kerley, Chief Development Officer at Benetrends is recognized and renowned across the country for his level of expertise in funding options for start-up and existing businesses and has published numerous articles on these topics in financial periodicals and online. has been responsible for forming strategic plans which define long, mid and short term goals.
He is also responsible for presenting budgets, forecasts and financial reports for board approval and prudently managing resources within those budgetary guidelines according to the organization’s policy.
For nearly 30 years, Benetrends has provided proven and innovative funding solutions that enable entrepreneurs to launch their dreams. Recognized as the authority in franchise and small-business financing, Benetrends has been at the forefront of developing 401(k)/IRA business funding solutions tax-deferred and penalty free. Benetrends is acclaimed for its Rainmaker Plan that allows small business owners to access their qualified retirement funds to invest in their new business or franchise. This provides entrepreneurs with the resources they need to succeed now, while remaining compliant with IRS regulations.
While the acclaimed Rainmaker Plan remains the company’s flagship, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA Loans, conventional business loans with fixed or variable rate financing options, several options for term loans for funding growth, retirement plan design and administration, commercial real estate mortgages, and many more financing resources that make the most of opportunities while minimizing risk.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
View Our Process NowFractional CFO | Accountant
What is a fractional CFO? How can they help grow a business? Can they help sell a business? Get all the details on this growing position in the middle market…
International Accounting | CPA
Katrina Nacci, a cross-border accounting advisor, discusses the complexities of converting accounting standards in international M&A transactions. Katrina offers a high-level look at the differences between U.S. and international accounting…
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