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Let’s TalkOur Process: Step 1 — Assess
Receive an Unbiased Assessment of Your Business
We recognize that selling your business is a difficult decision, and we’re here to support and guide you in exploring your options and finding the best path forward.
The Assessment helps you:
- Decide whether to sell now.
- Determine if your business is ready to go to market.
- Identify steps to take before you begin the sales process.
- Create a plan to sell in the future if you’re not ready now.
The Assessment includes:
- An analysis of the salability of your business.
- A discussion of the impact of your personal goals, timing, and the current market on the sale process.
- A prioritized outline of presale steps you can take to maximize value.
- An understanding of how buyers will perceive your business – before you go to market.
- Steps to prepare for a sale in the future if you decide not to sell now.
The Assessment will be useful if:
- Your business is already on the market.
- You’re preparing to sell your business and are ready to begin the process.
- You’re preparing to sell your business in the next few years.
Disclaimer: The Assessment is not a certified business appraisal for legal purposes such as partner disputes, divorce, litigation, tax, estate planning, buy-sell agreements, raising capital, or other third-party matters. If you require a certified appraisal, please contact us for a referral.
Your Assessment includes the following components:
Valuation
With decades of experience, we know what your business is worth and how to maximize its value. We provide an unbiased evaluation of your business using factors most important to buyers and outline improvements you can make before committing to the sales process. Here’s what’s included in your valuation:
- Range of values from low to high
- Prioritized factors that affect value
- Recommendations to maximize price and minimize risks
Read more about valuing a business.
Adjusted Financials
Most entrepreneurs deduct numerous personal expenses, which lowers net profit. Before you sell, we adjust your financials to identify these perks and demonstrate the true value of your business.
Read about adjusting financials.
Exit Plan
Your Assessment includes a high-level exit plan that helps you determine the next steps before going to market. You can employ it immediately or shelve this plan for future use. Your exit plan includes:
- A summary of your business’s positive and negative value drivers.
- A list of steps to prepare your business for sale and maximize its value.
- A summary of factors that affect your company’s marketability.
- A list of types of buyers most likely to purchase your business.
- A recommended marketing strategy to sell your business.
Sales Strategy
Your Assessment includes a sales strategy that maps out our recommended services based on the type of buyer your business is likely to attract and the strategies best suited for your industry and size of business.
Assessment Call
Your Assessment includes a call with Jacob Orosz, president of Morgan & Westfield, to discuss your options, answer your questions, and explore your next steps.
Get Started
No Commitments: Take the first step of your journey with no commitments or long-term contracts.
Turnaround Time: We prepare a draft of your assessment and contact you to schedule your review within 10 business days of receiving your information or 5 business days for an additional 30% of the assessment fee.
100% Credit: Full credit of your assessment fee if you decide to put your business on the market within 30 days.
Requirements: Access to your online accounting software (if available) or financial statements in an editable spreadsheet, or an additional $200 fee will apply.
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- Valuation
- Adjusted Financials
- Sales Strategy
- Exit Plan
- Assessment Call
$950 One-Time Fee100% Credit: Full credit of your assessment fee if you decide to put your business on the market within 30 days.
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- Valuation
- Adjusted Financials
- Sales Strategy
- Exit Plan
- Assessment Call
$1,450 One-Time Fee100% Credit: Full credit of your assessment fee if you decide to put your business on the market within 30 days.
-
- Valuation
- Adjusted Financials
- Sales Strategy
- Exit Plan
- Assessment Call
$1,950 One-Time Fee100% Credit: Full credit of your assessment fee if you decide to put your business on the market within 30 days.
-
- Valuation
- Adjusted Financials
- Sales Strategy
- Exit Plan
- Assessment Call
$5,000 One-Time Fee100% Credit: Full credit of your assessment fee if you decide to put your business on the market within 30 days.
When Matt Wakelin decided to relocate and move back to upstate New York, he definitely knew that his decision would entail letting go of his business in Maumee, Ohio. For one, Treasure Chest Foods, LLC — a home delivery service…