The Process: An Overview

Step 1. Assess: Your Step 1 Assessment will help you decide if you would like to sell your business now and outline what steps are required before we put your business on the market. The Assessment includes the following:

  • Valuation
  • Adjusted Financials
  • Exit Plan
  • Strategy & Fees
  • Phone Review

Step 2. Prepare: Selling a business begins with preparation. As a team, we prepare your business for sale before we put your business on the market. Step 2 can include the following:

  • Confidential Information Memorandum (CIM)
  • Teaser Profile
  • Seller Interview
  • Financing Pre-Qualification
  • Financial Assessment

Step 3. Market: In Step 3, we develop and execute a strategic marketing campaign for your business focused on targeting the right group of buyers, which can include wealthy individuals, strategic acquirers, and financial buyers. Buyers are required to sign a non-disclosure agreement (NDA). Then, the documents prepared in Step 2 are released to pre-screened buyers in measured stages as the sale and negotiations progress.

Step 4. Close: This is a critical time when your sale can be made or lost, and we handle it all for you with our streamlined process. We assist you in negotiating an offer, managing due diligence, and creatively solving problems as they arise to close the transaction successfully.

Contact Us

The primary email address our team uses to communicate with you throughout the process.

The email address we use when we communicate with buyers.

Jacob’s email address.

To ensure a prompt response, please do not send emails to multiple parties. Any email sent to multiple parties at Morgan & Westfield is held until our daily staff meeting for discussion before we respond. This avoids duplicate or conflicting messages but results in a delay in our response.