M&A Consulting Services

The majority of our work at Morgan & Westfield is focused on representing business owners in selling their businesses. However, we recognize the need for additional guidance for all players in the complex world of mergers and acquisitions. Our à la carte consulting service aims to provide that support.

Our Services

If you would like assistance with matters outside of our standard sale process, we can help you on an a-la-carte basis with the following:

• Mergers & Acquisitions: Whether you’re buying or selling a business, we offer comprehensive assistance in exit and succession planning, risk mitigation, pre-sale preparation, and due diligence management to optimize your outcomes. *
• Business Valuation: Our M&A valuation and value enhancement services provide an assessment of your business’s worth and maximize its value by identifying areas to improve.
• Exit Planning: We advise you on how to maximize value and minimize risk when you eventually decide to sell, ensuring a smooth and successful transition.
• Corporate Development: We assist a variety of investors with their buy-side M&A strategies and tactics, including developing an acquisition strategy, deal sourcing and screening, and negotiating. We can also help you identify and capitalize on strategic inorganic growth opportunities.

* Please note that we do not manage negotiations and the sale process based on hourly rates. If you already have a buyer, then we can discuss handling the sale for you on a discounted fee basis.

Who We Work With

Our consulting services are tailored for a wide range of buy and sell-side individuals and organizations in North America, including:

• Sell-Side – Business Owners and Stakeholders: Entrepreneurs, partners, shareholders, management teams, boards of directors, and other actors on the sell-side of M&A.
• Buy-Side – Buyers and Investors: Search funds, independent sponsors, family offices, strategic buyers, corporate development teams, private equity firms, angel investors, venture capital investors, and private investors.
• Outside Professional Advisors: Attorneys, accountants, and business appraisers.

Work With Our Experienced Team

Our extensive M&A expertise allows us to offer unparalleled guidance and help you achieve your business goals. When you choose to partner with Morgan & Westfield, you’ll work directly with our team of experienced professionals, including company President Jacob Orosz.

Jacob Orosz

President and Founder of Morgan & Westfield

25+ Years of M&A Experience: Over 25 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

300+ Transactions: Successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers in North America, Central America, South America, Europe, and Asia.

Author of 5 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired.

Host of M&A Talk: Host of the #1 podcast on selling a business – M&A Talk.

Host of M&A Talk: The #1 Podcast on Selling a Business

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Consulting Fees

See our fee details here.

• Jacob Orosz: $450 per hour *
• Support Staff: $100 per hour

Billing

• No Minimums: Our consulting services have no minimum fee requirements.
• Weekly Billing: Work is billed weekly against a retainer or the credit/debit card on file. 
• Increments: Work is billed in 5-minute increments. 

50% Fee Refund at Closing

If you engage us to sell your business, we will credit 50% of any consulting fees paid within 36 months prior to closing towards our full success fee. This credit is capped at 25% of our full success fee. Further details will be outlined in our service agreement.

Get Started

To get started, please:

1. Sign our simplified Consulting Agreement and

2. Submit your billing information.

If you have any questions, you can contact us or email [email protected].