Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science

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Fees

We know that selling your business will be one of the hardest things you will ever do. The M&A process can be difficult, demanding, and emotionally draining. At Morgan & Westfield, we pride ourselves on transparency in guiding you through the daunting decisions you face.

In the spirit of transparency, we’ve outlined our fee structure below as a general guideline. We’ve based the fees on a business’s annual revenue. However, many factors can influence the fees, such as the complexity of your industry and business, your business’s profitability, your expectation of the purchase price and timeline, your business’s desirability, potential buyer pool size, and how prepared you are for selling.

We are also selective in who we take on as clients because our team of expert M&A advisors offers you a dedicated, personalized service in the complex M&A process. While we’ve provided a general outline of our fees below, we tailor your fee structure to your business’s unique characteristics. If we choose to work together, your fees will be finalized and shared during the Assessment (Step 1) process.

Fee Packages

We offer two package options:

  • The Custom Package includes a broader range of services, does not require an exclusivity agreement, offers a lower success fee, and credits all upront fees to the success fee.
  • The Standard Package, on the other hand, includes fewer services, requires an exclusivity agreement, and carries a higher success fee, but does not require upfront fees for steps 2 and 3.

Importantly, you won't need to decide on your package straight away; we'll guide you through the options during Step 1 (Assess) and help you choose the right fit for your business.

Step 1 to Step 3 Fees Credited: Yes

Exclusivity: Not Required

Step 1 Assess: $1,500

  • Valuation
  • Adjusted Financials
  • Sales Strategy
  • Exit Plan
  • Assessment Call
Select a package before moving to Step 2: Prepare.

Step 2 Prepare: From $3,000

  • Confidential Information Memorandum (CIM)
  • Recorded Seller Interview (Audio Only)
  • Teaser
  • Pre-Sale Financial Due Diligence

Step 3 Market: From $400 per month

  • Executing Confidential Marketing
  • Qualifying Potential Buyers
  • Negotiating the Letter of Intent (LOI)
  • Managing Buyer Meetings
  • Targeted Marketing to Strategic and Financial Buyers

Step 4 Close

  • Negotiating Transaction Terms
  • Managing Due Diligence
  • Orchestrating the Closing
  • Success Fee Per Million in Total Purchase Price
  • 8% of the 1st million, plus
  • 8% of the 2nd million, plus
  • 8% of the 3rd million, plus
  • 2% of the 4th million, plus
  • 2% of the 5th million, plus
  • 2% of the 6th million, plus
  • 2% of each of the 7th to 20th million, plus
  • 1% of each of the 20th to 50th million, plus
  • 0.5% thereafter
  • Minimum Success Fee: $65,000 at closing.

Step 1 to Step 3 Fees Credited: No

Exclusivity: 18 Month

Step 1 Assess: $1,500

  • Valuation
  • Adjusted Financials
  • Sales Strategy
  • Exit Plan
  • Assessment Call
Select a package before moving to Step 2: Prepare.

Step 2 Prepare: $0

  • Confidential Information Memorandum (CIM)
  • Recorded Seller Interview (Audio Only)

Step 3 Market: $0

  • Executing Confidential Marketing
  • Qualifying Potential Buyers
  • Negotiating the Letter of Intent (LOI)
  • Introducing you to Screened Buyers

Step 4 Close

  • Negotiating Transaction Terms
  • Managing Due Diligence
  • Orchestrating the Closing
  • Success Fee Per Million in Total Purchase Price
  • 12% of the 1st million, plus
  • 10% of the 2nd million, plus
  • 8% of the 3rd million, plus
  • 6% of the 4th million, plus
  • 5% of the 5th million, plus
  • 4% of the 6th million, plus
  • 3% of the 7th to the 10th million, plus
  • 2% of the 15th to 30th million, plus
  • 1% thereafter
  • Minimum Success Fee: $65,000 at closing.

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Selling your business is a big deal

You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.

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