New York, New York Business Brokers | M&A Advisors

Business Broker and M&A Services in New York, New York

Services Offered by New York, New York, Morgan & Westfield

We aim to help business owners with all aspects of the sales process, including the following:

  • Valuation. We can conduct or arrange a valuation to determine a suitable selling price for your business, with appropriate terms and conditions.
  • Financial documents. We can help you prepare adjusted or normalized financial statements, including tax returns, for prospective buyers to inspect.
  • Paperwork. Selling a business can involve considerable paperwork that can take business owners a lot of time to complete on their own. We handle it for you and ensure that it’s completed accurately and efficiently.
  • Customized marketing plan. Our team will prepare an innovating and exciting marketing strategy to determine how to attract prospective buyers locally, nationally and internationally. Pre-screening. We understand the importance of identifying only serious, qualified buyers, so we pre-screen all applicants to ensure that they have the appropriate financial resources, skills and enthusiasm to run the business.

Confidentiality

We maintain confidentiality at all times through the sale process to ensure that your customers, staff, suppliers, and competitors remain unaware of the pending sale until the right time. Our advertising provides only basic details of your business without identifying sensitive information.

Intermediary

We act as an intermediary between you and prospective buyers to save you time and stress. We assist with negotiations and due diligence to ensure a smooth sale.

Closing the Sale

We can work with you, the buyer, and other professionals such as lawyers to prepare closing documents and ensure that the sale closes without any problems.

Advantages

Our experienced professionals have the skills and knowledge to help you with your small business sale. We operate on a fee basis which can save you thousands of dollars compared to traditional brokers that charge high fees by a commission. We can save you up to 80 percent compared to our competitors. We will develop a comprehensive sale plan and work closely with you throughout the sale process. For a confidential free initial discussion, call us today at (917) 525-2130.

Free Consultation to Get You Started

No obligations, no strings attached

Thinking of selling your business? Get the answers you need – we’ll even give you some questions to consider. Explore your options now.

Schedule a Free Consultation

About New York, New York

New York City, often referred to simply as “New York” or “NYC,” is a global metropolis located in the northeastern United States. As one of the world’s most iconic cities, NYC is renowned for its towering skyscrapers, bustling streets, and diverse culture.

The city is divided into five boroughs: Manhattan, Brooklyn, Queens, the Bronx, and Staten Island. Manhattan, with its famous skyline and landmarks like Central Park, Times Square, and the Empire State Building, is the heart of the city and a major hub for business, finance, and tourism.

New York City is a melting pot of cultures, with vibrant neighborhoods offering a rich tapestry of cuisines, languages, and traditions. Visitors can explore ethnic enclaves like Chinatown, Little Italy, and Harlem, each with its own unique atmosphere and culinary delights.

The city’s cultural scene is unrivaled, with world-class museums, theaters, and galleries showcasing art, history, and performance from around the globe. From the Metropolitan Museum of Art to Broadway shows, there’s no shortage of cultural experiences to enjoy in NYC.

Find us on the map

Past Transactions - Business Sales or Appraisals

  • Automotive
  • Construction
  • Advertising Agency
  • Digital Marketing
  • Web Design Firm
  • Event Center
  • Fitness Center
  • Travel Website
  • Food and Beverage
  • Restaurant Chains
  • Technology
  • Assisted Living Facility
  • Family Medical Practice
  • General Healthcare
  • Professional Services
  • Apparel Manufacturer
  • Retail
  • Services
  • Sign Manufacturer
  • Automotive Parts Manufacturer
  • Food Products Manufacturer
  • Industrial Chemical Manufacturer
  • Franchised Fast Food Chain
  • Wholesale and Distribution

Meet Your Advisor

Jacob Orosz

President and Founder of Morgan & Westfield

20+ Years of M&A Experience: Over 20 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

300+ Transactions: Successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers in North America, Central America, South America, Europe, and Asia.

Author of 6 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, Acquired and Food & Beverage M&A

Host of M&A Talk: Host of the #1 podcast on mergers and acquisitions – M&A Talk.

Host of Food & Beverage Talk: Host of the #1 podcast on mergers and acquisitions specializing in the food & beverage industry – Food & Beverage Talk.

Host of:

The #1 Podcast on Mergers & Acquisitions

  • Available on:
  • Spotify

Real Stories from Real Clients

The Most Comprehensive Library of Resources on Buying or Selling a Business

Browse Our Content by Topic
  • Books: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired – written by Jacob Orosz, president of Morgan & Westfield.
  • M&A Talk Podcast: The #1 podcast on mergers and acquisitions with over 150 episodes.
  • M&A Encyclopedia: 800+ pages of articles on every step of the M&A process.
  • Ask the Expert: Ask our team any question related to the sale or purchase of a business.
  • Downloads: Download forms and checklists for buying or selling a business.
  • M&A University: In-depth courses led by industry experts on M&A.