Jude David
Investment Banker
Don’t miss the boat on massive tax savings when you sell your company—most business owners wait too long and pay millions more than they should. Discover a powerful, decades-old strategy…
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.
Rob Brighton joins us to talk about key considerations for selling your small to medium-sized business. Rob is a corporate transactional attorney, with experience in both building a company and selling it. He discusses key legal considerations when selling a business, corporate and financial structures, including recaps, rollovers, and equity, the use of earnouts in M&A transactions, and due diligence. We also discuss the importance of preparing for a sale and understanding the true costs involved in closing the transaction.
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| 3:15 Is an IPO an exit? |
| 4:00 Is there crossover between securities and M&A attorneys? |
| 4:35 What are key legal considerations you should take into account before selling your company? |
| 6:45 How does a recapitalization work? |
| 9:25 What is a rollover? How is equity rolled over? |
| 12:15 How often are rollovers used by private equity groups and strategic buyers? |
| 13:25 How should phantom equity be used? |
| 13:45 How should earnouts be used in M&A transactions? |
| 16:10 Tips for performing pre-sale legal due diligence |
| 19:15 How long does it take to prepare a company for sale from a legal standpoint, and how far in advance should the preparation work be done? |
| 21:55 How many billable hours does it take to prepare a company for sale? |
| 27:35 How does a purchase price adjustment work? |
| 34:55 How much does representations and warranties (R&W) insurance cost? |
| 37:00 How thoroughly does the underwriter perform due diligence for R&W insurance? |
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.
Schedule A Free ConsultationRob is a corporate transactional attorney who concentrates his practice in the areas of securities, corporate finance, mergers, acquisitions and divestitures, private equity, and venture capital. Admitted to the Florida and New York Bars, he serves on various business law-related committees of the American Bar Association, as well as the Florida and New York Bars, including Committees on Legal Opinions, Federal Securities Regulation, Corporate Governance, and Small Business.
Rob is a former member of the board of directors of the Association for Corporate Growth Global (ACG) and also served on its audit committee. In addition, he is a past President and current member of the Board of Directors of the South Florida Chapter of ACG and has served four terms as Chairman of the Florida ACG Capital Connection (2006, 2011, 2015, and 2019). Rob has also served as a director of the Florida Venture Forum and is actively involved in the SFNet (Commercial Finance Association), the Turnaround Management Association, the Gold Coast Venture Forum, and the South Florida Technology Alliance, among other business development organizations.
Rob frequently writes and speaks on topics in the areas of corporate and securities law.
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 Now
Investment Banker
Don’t miss the boat on massive tax savings when you sell your company—most business owners wait too long and pay millions more than they should. Discover a powerful, decades-old strategy…
M&A Advisor
It’s time to stop focusing on the day-to-day of your business and start thinking about how you want to exit in the future. This episode explores the mindset you need…
| Purchase Price | Custom Package | Standard Package |
|---|---|---|
| $1,000,000 | $80,000 | $120,000 |
| $2,000,000 | $160,000 | $220,000 |
| $3,000,000 | $240,000 | $300,000 |
| $4,000,000 | $260,000 | $360,000 |
| $5,000,000 | $280,000 | $410,000 |
| $6,000,000 | $300,000 | $450,000 |
| $7,000,000 | $320,000 | $480,000 |
| $8,000,000 | $340,000 | $510,000 |
| $9,000,000 | $360,000 | $540,000 |
| $10,000,000 | $380,000 | $570,000 |
| $20,000,000 | $580,000 | $770,000 |
| $30,000,000 | $730,000 | $970,000 |
| $40,000,000 | $805,000 | $1,120,000 |
| $50,000,000 | $880,000 | $1,220,000 |
| $60,000,000 | $930,000 | $1,320,000 |
| $70,000,000 | $980,000 | $1,420,000 |
| $80,000,000 | $1,030,000 | $1,520,000 |
| $90,000,000 | $1,080,000 | $1,620,000 |
| $100,000,000 | $1,130,000 | $1,720,000 |
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