
Bill Snow
Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
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 has 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.
Morgan & Westfield is committed to making the process of buying a business as simple as possible. Browse our businesses for sale now.
Here is an overview of the process of buying a business, presented in concise summaries from our experts.
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.
The majority of our practice is focused on sell-side work. We also selectively represent clients on an a la carte consulting basis.
Elevate your M&A practice and join regular discussions with a group of experienced professionals.
Downloadable templates for seamless deal success.
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.
If you would like to speak with us about buying, selling, or valuing a business.
Need a quote for your M&A article or segment? Contact us today for media resources and appearances.
At Morgan & Westfield, we’re always looking for talented deal makers, agents, analysts, professionals, office owners, and associates to join our remote team.
If you own commercial property of any kind, whether it’s where you operate your business or it’s property you lease to others, this program is for you. The IRS tax code includes provisions that could save you money — potentially a lot of money. However, many business owners are not aware of these advantages that have actually been part of the tax code for years, so we’ve invited Mr. Steve Oppenheim to fill you in on the details. He’s a CPA and partner at Gettry Marcus in New York. As a member of the firm’s Real Estate Group, he works with commercial and residential property owners and developers on matters that may impact their businesses.
Steven Oppenheim is a Partner at Gettry Marcus CPA, P.C. He is a Certified Public Accountant with over 20 years of public accounting experience. Mr. Oppenheim provides accounting, consulting and tax services to a diversified client base including closely-held companies and family-owned businesses. His expertise includes working with clients in the real estate industry, high net worth individuals and trust and estates. He is also a member of the firm’s Real Estate and Trust & Estates Groups.
As a member of the Real Estate Group, Mr. Oppenheim advises both commercial and residential owners and developers on matters that may impact their businesses. He provides consultation and advisory services in the analysis, acquisition, and tax planning for real estate transactions. In addition, he provides real estate and private equity funds with accounting, consulting and tax support.
As a member of the Trust & Estates Group, Mr. Oppenheim provides high-net-worth individuals with diversified accounting, consulting, tax planning, and trust and estate services including the preparation of fiduciary income tax returns for simple trusts, complex trusts, grantor trusts, charitable remainder unitrusts and charitable remainder annuity trusts. Additionally, he has experience with an array of estate and trust administration services, among them planning and preparing state and federal estate and gift tax returns.
A graduate of the University at Buffalo, Mr. Oppenheim is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Estate Planning Council of Nassau County, and the Society of Trust & Estate Practitioners. He also volunteers his time to coaching children in sports activities in his community.
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 NowInvestment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
Pricing Expert
How do you increase your company’s value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer…
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