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.
Choose your business size:
Up to $5 Million in Annual Revenue
Step 1
Take the first step with no commitments. Your Assessment includes everything you need to plan the sale of your business, including the services we recommend and the price for each service for Steps 2 to 4 of our process. Sign up for Step 2 within 30 days of receiving the Assessment and receive a credit of 100% of the Step 1 fee toward Step 2.
Services: Valuation, Normalized Financials, Sales Strategy, Exit Plan, and Phone Review
$950
Step 2
Preparation package fees vary based on your industry and the services required – some businesses don’t need a Teaser or Financial Assessment. The fee includes the credit for the Assessment.
Services: CIM, Teaser Profile, Telephone Interview, Financing Pre-Qualification, and Financial Assessment
$1,500 – $3,000
Step 3
Marketing packages are based on your industry and the services required – targeted marketing campaigns are not needed for every business and are an additional fee. Marketing efforts can be updated, revised, or added at any time.
Services: Confidential Marketing, Screening, and Negotiating
$350 per month
Step 4
Morgan & Westfield manages your Closing for a one-time, commission-based Success Fee, calculated as follows:
- 10% of the first million in purchase price, plus
- 8% on the second million, plus
- 6% on the third million, plus
- 2% thereafter
$5 Million to $25 Million in Annual Revenue
Step 1
Take the first step with no commitments. Your Assessment includes everything you need to plan the sale of your business, including the services we recommend and the price for each service for Steps 2 to 4 of our process. Sign up for Step 2 within 30 days of receiving the Assessment and receive a credit of 100% of the Step 1 fee toward Step 2.
Services: Valuation, Normalized Financials, Sales Strategy, Exit Plan, and Phone Review
$1,450
Step 2
Preparation package fees vary based on your industry and the services required – some businesses don’t need a Teaser or Financial Assessment. The fee includes the credit for the Assessment.
Services: CIM, Teaser Profile, Telephone Interview, Financing Pre-Qualification, and Financial Assessment
$4,500
Step 3
Marketing packages are based on your industry and the services required – targeted marketing campaigns are not needed for every business. Marketing efforts can be updated, revised, or added at any time.
Services: Confidential Marketing, Screening, and Negotiating
$500 per month
Step 4
Morgan & Westfield manages your Closing for a one-time, commission-based Success Fee, calculated as follows:
- 8% of the first three million in purchase price, plus
- 2% on the fourth to sixth million, plus
- 1% thereafter
$25 Million to $100 in Annual Revenue
Step 1
Take the first step with no commitments. Your Assessment includes everything you need to plan the sale of your business, including the services we recommend and the price for each service for Steps 2 to 4 of our process. Sign up for Step 2 within 30 days of receiving the Assessment and receive a credit of 100% of the Step 1 fee toward Step 2.
Services: Valuation, Normalized Financials, Sales Strategy, Exit Plan, and Phone Review
$1,950
Step 2
Preparation package fees vary based on your industry and the services required – some businesses don’t need a Teaser or Financial Assessment. The fee includes the credit for the Assessment.
Services: CIM, Teaser Profile, Telephone Interview, Financing Pre-Qualification, and Financial Assessment
$7,500
Step 3
Marketing packages are based on your industry and the services required – targeted marketing campaigns are not needed for every business. Marketing efforts can be updated, revised, or added at any time.
Services: Confidential Marketing, Screening, and Negotiating
$750 per month
Step 4
Morgan & Westfield manages your Closing for a one-time, commission-based Success Fee, calculated as follows:
- 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.
