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Our Experience
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Let’s TalkThe RVD Model is a worksheet that helps you identify and prioritize the action steps you can take that will have the greatest impact on improving the value of your business.
Download the template here:
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Businesses for SaleMorgan & Westfield is committed to making the process of buying a business as simple as possible. Browse our businesses for sale now.
Buyer’s GuideHere is an overview of the process of buying a business, presented in concise summaries from our experts.
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Food and BeverageFrom 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.
ServicesBusiness services firms differ in the services they offer, so we customize our solutions to meet and exceed clients’ service goals.
- Home and Building Services
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
Resources
M&A Knowledge Base
The most comprehensive, easy-to-understand source of information for selling a small to mid-sized business.
- Preparation
- Valuation
- Exit Options
- M&A Team
- Marketing
- Letter of Intent
- Deal Structure
- Due Diligence
- Closing
- Transition
Books on Selling a Business
Written by Jacob Orosz, President and Founder of Morgan & Westfield
Knowledge Base
Over 1000 pages of articles on every step of the process of buying or selling a business from the most exhaustive encyclopedia of M&A articles in the industry.
The M&A Process
- Preparation
- Valuation
- Exit Options
- Marketing
- Letter of Intent
- Deal Structure
- Due Diligence
- Closing
- Transition
General M&A Topics
M&A Glossary
An extensive, user-friendly list of definitions for the terms used in buying and selling a business.
- Main Street
- Lehman Formula
- Key Employee
- Inventory
- Holdback
- Goodwill
- Fair Value
- EBITDA
- Depreciation
- Cash Flow
- Add-Backs
- Bad Faith
The M&A Talk Podcast
The #1 M&A Podcast in the World | Hosted by Jacob Orosz, President and Founder of Morgan & Westfield
At M&A Talk, learn from our exclusive interviews with experts in business sales, valuations, mergers and acquisitions, law, corporate finance, investment banking, and more.
Listen to All EpisodesThe Art & Science of Selling a Business
Lessons Learned From 20 Years on Both Sides of the Table
Have you ever wished you could get into the head of the party on the other side of the negotiating table? Here’s your chance.
Join us as we take a deep dive into the sales process with serial entrepreneur Jim Evanger, discussing the perspective of both buyer and seller. Jim has founded, started, operated, and exited multiple middle-market businesses and handled numerous acquisitions as a buyer, giving him deep experience on both sides of the table.
Learn MoreDownloads
Downloadable forms for buying or selling a business from preparing for the sale to closing
Due Diligence List
This is a sample due diligence list for a small to mid-sized business.
Download the template here: