Fees

At Morgan & Westfield, we aim to be transparent about our fees from the very start — a rarity among M&A firms. That said, every business — and each deal — is unique, so our fees can be adjusted accordingly, depending on the circumstances.

We offer access to our expertise without any long-term commitments or long-term contracts. You can start your M&A journey with us today with no obligation.

  • Step 1: Assess

    Take the first step with no obligations – no long-term commitment is required. Your assessment includes everything you need to plan your exit, including our recommended services and the price for each.

    Timeline: 10 business days

    Fees: $950

    100% Credit: Decide to put your business on the market within 30 days of receiving your assessment and receive a 100% credit toward Step 2.

    Services:

    • Valuation
    • Normalized Financials
    • Sales Strategy
    • Exit Plan
    • Assessment Phone Review

    Step 2: Prepare

    Fees vary based on your industry and services required – for example, some businesses don’t need a teaser, financial assessment, or financial pre-qualification.

    Timeline: 4 to 5 weeks

    Services:

    • Confidential Information Memorandum (CIM)
    • Teaser Profile
    • Recorded Seller Interview
    • Financing Pre-qualification
    • Pre-Sale Financial Due Diligence

    Fees:

    • Up to $1 million in revenue — $1,500 to $3,000
    • $1 to $3 million in revenue — $2,500 to $4,000
    • $3 to $5 million in revenue — $3,500 to $5,000

    Step 3: Market

    Marketing packages vary based on your industry and services required. Marketing efforts can be updated, revised, or added at any time.

    Timeline: 3 to 9 months on average

    Services:

    • Creating a Confidential Marketing Strategy
    • Qualifying Potential Buyers
    • Managing Preliminary Negotiations

    Fees:

    • Up to $1 million in revenue — $350 per month
    • $1 to $3 million in revenue — $500 per month
    • $3 to $5 million in revenue — $750 per month

    Step 4: Close

    Morgan & Westfield manages your closing for a one-time success fee due only upon completion of your sale.

    Timeline: 2 to 4 months from accepting a letter of intent on average

    Success Fee:

    • 10% of the first million in purchase price, plus
    • 8% on the second million, plus
    • 6% on the third million, plus
    • 2% thereafter

    Our fees are subject to change without any prior notice at the sole discretion of Morgan & Westfield.

    Estimate your fees

    Fee Calculator

    Selling Price Total Fees
    $1,000,000 $100,000
    $2,000,000 $200,000
    $3,000,000 $260,000
    $4,000,000 $280,000
    $5,000,000 $300,000
  • Step 1: Assess

    Take the first step with no obligations – no long-term commitment is required. Your assessment includes everything you need to plan your exit, including our recommended services and the price for each.

    Timeline: 10 business days

    Fees: $1,450

    100% Credit: Decide to put your business on the market within 30 days of receiving your assessment and receive a 100% credit toward Step 2.

    Services:

    • Valuation
    • Normalized Financials
    • Sales Strategy
    • Exit Plan
    • Assessment Phone Review

    Step 2: Prepare

    Timeline: 4 to 5 weeks

    Fees: $4,500 to $10,000

    Services:

    • Confidential Information Memorandum (CIM)
    • Teaser Profile
    • Recorded Seller Interview
    • Financing Pre-Qualification
    • Pre-Sale Financial Due Diligence

    Step 3: Market

    Timeline: 3 to 9 months on average

    Services:

    • Creating a Confidential Marketing Strategy
    • Qualifying Potential Buyers
    • Managing Preliminary Negotiations

    Fees:

    • $5 million to $15 million in revenue — $1,000 per month
    • $15 million to $25 million in revenue — $1,500 per month

    Step 4: Close

    Morgan & Westfield manages your closing for a one-time success fee due only upon completion of your sale.

    Timeline: 2 to 4 months from accepting a letter of intent on average

    Success Fee:

    • 8% of the first three million in purchase price, plus
    • 2% on the fourth to sixth million, plus
    • 1% thereafter

    Our fees are subject to change without any prior notice at the sole discretion of Morgan & Westfield.

    Estimate your fees

    Fee Calculator

    Selling Price Total Fees
    $5,000,000 $280,000
    $6,000,000 $300,000
    $7,000,000 $310,000
    $8,000,000 $320,000
    $9,000,000 $330,000
    $10,000,000 $340,000
    $15,000,000 $390,000
    $20,000,000 $440,000
    $25,000,000 $490,000
  • Step 1: Assess

    Take the first step with no obligations – no long-term commitment is required. Your assessment includes everything you need to plan your exit, including our recommended services and the price for each.

    Timeline: 10 business days

    Fees: $1,950

    100% Credit: Decide to put your business on the market within 30 days of receiving your assessment and receive a 100% credit toward Step 2.

    Services:

    • Valuation
    • Normalized Financials
    • Sales Strategy
    • Exit Plan
    • Assessment Phone Review

    Step 2: Prepare

    Fees vary based on your industry and services required – for example, some businesses don’t need a teaser, financial assessment, or financial pre-qualification.

    Timeline: 4 to 5 weeks

    Fees: $7,500 to $15,000

    Services:

    • Confidential Information Memorandum (CIM)
    • Teaser Profile
    • Recorded Seller Interview
    • Financing Pre-Qualification
    • Pre-Sale Financial Due Diligence

    Step 3: Market

    Marketing packages vary based on your industry and services required. Marketing efforts can be updated, revised, or added at any time.

    Timeline: 3 to 9 months on average

    Services:

    • Creating a Confidential Marketing Strategy
    • Qualifying Potential Buyers
    • Managing Preliminary Negotiations

    Fees:

    • $25 million to $50 million in revenue — $2,000 per month
    • $50 million to $100 million in revenue — $2,500 per month

    Step 4: Close

    Morgan & Westfield manages your closing for a one-time success fee due only upon completion of your sale.

    Timeline: 2 to 4 months from accepting a letter of intent on average

    Success Fee:

    • 4% of the first eight million in purchase price, plus
    • 1% of the purchase price from nine to thirty million, plus
    • 0.5% thereafter

    Assumes a purchase price of at least $7 million; otherwise, our Step 4 fee structure for businesses with $5 million to $25 million in annual revenue will apply.

    Our fees are subject to change without any prior notice at the sole discretion of Morgan & Westfield.

    Estimate your fees

    Fee Calculator

    Selling Price Total Fees
    $30,000,000 $540,000
    $40,000,000 $590,000
    $50,000,000 $640,000
    $60,000,000 $690,000
    $70,000,000 $740,000
    $80,000,000 $790,000
    $90,000,000 $840,000
    $100,000,000 $890,000
  • Step 1: Assess

    Take the first step with no obligations – no long-term commitment is required. Your assessment includes everything you need to plan your exit, including our recommended services and the price for each.

    Timeline: 10 business days

    Fees: $4,950

    100% Credit: Decide to put your business on the market within 30 days of receiving your assessment and receive a 100% credit toward Step 2.

    Services:

    • Valuation
    • Normalized Financials
    • Sales Strategy
    • Exit Plan
    • Assessment Phone Review

    Step 2: Prepare

    Fees vary based on your industry and services required – for example, some businesses don’t need a teaser, financial assessment, or financial pre-qualification.

    Timeline: 4 to 5 weeks

    Fees: $10,000 – after the credit for the assessment

    Services:

    • Confidential Information Memorandum (CIM)
    • Teaser Profile
    • Recorded Seller Interview
    • Financing Pre-Qualification
    • Pre-Sale Financial Due Diligence

    Step 3: Market

    Marketing packages vary based on your industry and services required. Marketing efforts can be updated, revised, or added at any time.

    Timeline: 3 to 9 months on average

    Fees: $1,500 per month

    Services:

    • Creating a Confidential Marketing Strategy
    • Qualifying Potential Buyers
    • Managing Preliminary Negotiations

    Step 4: Close

    Morgan & Westfield manages your closing for a one-time success fee due only upon completion of your sale.

    Timeline: 2 to 4 months from accepting a letter of intent on average

    Success Fee:

    • 10% of the first million, plus
    • 8% of the second million, plus
    • 6% of the third million, plus
    • 4% of the fourth million, plus
    • 2% of the fifth million, plus
    • 1% of the value from $5 to $100 million, plus
    • .25% thereafter

    Our fees are subject to change without any prior notice at the sole discretion of Morgan & Westfield.

    Estimate your fees

    Fee Calculator

    Selling Price Total Fees
    $1,000,000 $100,000
    $2,000,000 $180,000
    $3,000,000 $240,000
    $4,000,000 $260,000
    $5,000,000 $280,000
    $10,000,000 $380,000
    $50,000,000 $1,780,000
    $100,000,000 $2,780,000
    $150,000,000 $3,155,000
    $200,000,000 $3,655,000

a white bathroom with two sinks, a bath and a shower
Industry: ServicesRegion: Pacific Northwest

Originally purchased 32 years ago, Dan and Ginger Ness’s business is the fourth oldest Miracle Method franchise in the country. It is also one of the most profitable, being among the top 5 Miracle Method franchises in terms of production…

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