Our Process: Step 4 — Close

Orchestrating a Successful Closing

This is a critical stage when your sale can be made or lost – from the negotiations to closing, we handle it all for you.

At Morgan & Westfield we manage your closing and:

  • Represent your business professionally
  • Increase your chances of a successful closing
  • Secure more favorable terms
  • Ensure a smooth transaction

“Are we there yet?”

– Anonymous 6 Year Old

Negotiating the Offer

Every transaction is unique, and there’s no substitute for experience. An offer is the first step toward closing your sale – but it’s not the last. Our team understands what’s at stake for you, and we’ll do whatever it takes to ensure your negotiations go as smoothly as possible.


  1. We solicit offers from our shortlist of buyers and negotiate with all parties to maximize your price and terms.
  2. We negotiate a favorable transaction structure in concert with your tax and legal advisors.
  3. We coordinate with your M&A attorney and accountant to structure the sale.

We Help You

  • Reduce the chance of delays
  • Minimize the potential for renegotiations
  • Mitigate risks in closing your sale

Directing Due Diligence

During due diligence, buyers confirm the information you’ve presented. They will review financials, analyze your operations, examine the legal aspects of your business, and assess other areas of your company.

While this may seem overwhelming, Morgan & Westfield is with you every step of the way.

We manage the due diligence process and:

  • Anticipate and prevent potential problems
  • Create solutions to challenges, obstacles, or delays
  • Coordinate resources and services
  • Populate and organize the online data room
  • Keep the parties on track to avoid delays

Orchestrating the Closing

To ensure a successful closing, we work to keep everyone focused on the right things at the right time. We oversee your transaction to the end. Working together, we make the entire sales process easier, smoother, and more lucrative for you.


  1. We negotiate your purchase agreement and ancillary documents along with your legal team.
  2. We coordinate the final drafts of your closing documents.
  3. We direct activities between your attorney, accountant, landlord, escrow agent, and other parties.
  4. We anticipate and resolve problems to keep your transaction on track.
a newspaper coming off the printing press
Industry: ManufacturingRegion: West Coast

This is a printing business with over 32 years of experience that enables it to forge strong relationships with the customers in the area. Founded in 1985, this business has a scalable model and repeat customer base that includes all…

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