Our Process

An Overview of The Morgan & Westfield
4-Step Method

Selling a business is complicated. We make it simple.

We’ve invested more than a decade perfecting every step of selling a business. The result is a proven process that reduces your risk and maximizes your price. The Morgan & Westfield 4-Step Method is simple and effective with clear and easily executed steps.

Here’s an overview of each step of the process:

Step One: Assess

Our assessment helps you determine if you’re ready to sell now and what steps to take before you begin the sales process. Here’s how:

• Objective Advice — Receive objective advice aimed at answering the following questions – Should I sell my business now? If so, what steps do I need to take before I put my business on the market? If not, what steps do I need to take to maximize its value for a future sale? 
• Useful Information — This includes a series of reports and other useful information that will guide you through this decision. 
• What’s Included — A valuation, normalized financials, sales strategy, exit plan, and review over the phone with our president and founder, Jacob Orosz.

Morgan & Westfield’s assessment is designed to allow you to fully evaluate your decision before committing to the sale.

Step Two: Prepare

Once you decide to sell, we will begin to professionally package your company before going to market. Here’s what that means:

• Maximum Price — Showcase the highlights of your business by identifying and addressing deal killers to receive top dollar for your business.
• Time Savings — Save time and effort and shorten time on the market.

We worry about the little stuff, so you don’t have to.

Step Three: Market

We develop and execute a strategic marketing campaign focused on targeting the right type of buyers, including wealthy individuals, strategic, and financial buyers. Here’s the Morgan & Westfield advantage:

• Strategic Messaging — Sell your business through a confidential, targeted campaign.
• Measured Disclosure of Information — Remain anonymous through a phased release of your confidential information.
• Negotiating Strength — Influence your deal from the outset with preliminary transaction structuring.

Enhance your reach to local, national, and international markets depending on the nature of your business.

Step Four: Close

We’re with you every step of the way until the check clears. Our expertise can help you:

• Ensure a Smooth Transition — Increase your chance of a successful hand-off.
• Expedite the Sale — Remain anonymous through a phased release of documents.
• Minimize Risk — Reduce the chance of delays and minimize the potential for renegotiations.
• Maximize Price and Terms — Architect your deal from the outset with preliminary transaction structuring.

We help you anticipate and prevent potential problems through strategic negotiations that maintain your bargaining position.