California > Walnut > Morgan & Westfield

Morgan & Westfield

Verified Listing

(626) 513-8730
340 S Lemon Ave
Walnut, CA 91789
Category: Business & Professional Services & Supplies


Business sales, business valuations, mergers & acquisition advisors. We represent sellers of businesses confidentially to buyers from all over the world.

Products And Services

Our Small Market Division, which handles businesses with asking prices below $1,000,000, provides the following services: Educating you about the sales process; Providing consultation and advice regarding preparing your business for sale; Assisting in the valuation or appraisal of your business; Preparing an Offering Memorandum, Preparing normalized or adjusted financial statements; Preparing, reviewing, and organizing key documents; Creating a marketing and advertising strategy to sell your business; Listing your company for sale confidentially on international business for sale websites; Prescreening buyers; Preparing an offer to purchase and structuring the sale; Helping buyers find financing; Helping you negotiate price and terms; Coordinating due diligence and preparing a due diligence checklist; Coordinate the transaction with the seller’s tax and legal advisors; and closing the sale.

Our Middle Market Division, which handles businesses with asking prices above $1,000,000, provides the following services: Pre-sale strategic planning and consulting; Exit planning; Preparing the company for sale; Market competitive and strategic research and analysis; Targeted industry research; Creating an offering memorandum; Preparing a valuation and asking price range; Preparing normalized financial statements; Review of key documents, financial statements, and tax returns; Development and implementation of a marketing strategy; Screening and qualifying prospective buyers; Facilitating due diligence; Preparation of due diligence checklist; Coordinating due diligence and activities of all parties involved; Transaction and deal structuring; Facilitating closing; and Post-closing guidance.

Business Valuations, Transaction Valuations, Verbal Opinions of Value, Industry Appraisals, Comparable Transactions for purposes of selling a business. We also perform formal business appraisals for the following purposes: Alternative dispute resolution (ADR), Bankruptcy and insolvency, Business interruption insurance, Business and strategic planning, Buy-sell agreements, Buying or selling a business, Compensation planning or disputes, Economic damages, Eminent domain, Employee Stock Option Plans (ESOPs), Estate, gift and income tax, Exit planning, Family limited partnerships (FLPs), Financial accounting, Financing, Goodwill impairment (SFAS 142), Litigation support, Lost profits, Management information, Marital dissolution (divorce), Mediation, Mergers and acquisitions, Minority shareholder disputes, Ownership transition, Partnership disputes, Purchase price allocation (SFAS 141), Planning (tactical or strategic), SBA loans: SOP 50-10 (5), S corporation conversion, Stock option plans, Tax compliance, and Tax planning.

Call us today for a free consultation!

Reviews and Ratings for Morgan & Westfield

Be the First to Write a Review!
Characters Remaining: 2000
Protected by FormShield


Add a review for Morgan & Westfield
Chars Remaining: 2000
Protected by FormShield


Report Offensive/Inappropriate review

Review you are reporting:

From on

Please fill out the following:

Your e-mail address:

Your feedback:



Driving Directions for ...

Copyright © 2008 - 2021 Best of the Web | Browse By State/Top Cities | Privacy Policy | Help | Add a Business