Morgan & Westfield Business Brokers

What Morgan & Westfield Business Brokers does

Morgan & Westfield is an independent M&A advisory firm founded in 2008 by Jacob Orosz, headquartered in Pompano Beach, Florida, with a distributed network of offices across dozens of U.S. cities (Abilene, Akron, Atlanta, Charleston, Cincinnati, Cleveland, and many more). The firm specializes in the confidential appraisal and sale of small to mid-sized businesses, targeting companies generating $1M to $100M in annual revenue, with particular focus on the lower middle-market segment ($1M-$10M EBITDA) that sits between traditional business brokers and bulge-bracket investment banks.

The firm's core product is the proprietary Morgan & Westfield 4-Step Method (Assess, Prepare, Market, Close), a documented framework refined over hundreds of transactions and applied across 100+ industries globally. The firm monetizes primarily through fixed-fee advisory packages (ranging from $80K to $1.72M depending on deal size and service tier) and hourly consulting ($450/hr Senior M&A Advisor, $100/hr Supporting Staff, billed in 5-minute increments), deliberately differentiating from percentage-commission brokers. Complementary revenue streams include book sales across six M&A titles authored by Jacob Orosz, with The Art of the Exit (352 pages) targeting $1M-$10M revenue businesses and Acquired (518 pages) targeting $10M-$100M revenue businesses, alongside the #1 M&A Talk podcast (150+ episodes), M&A University courses, and an 800+ page knowledge base that function as both thought leadership and top-of-funnel lead generation.

Morgan & Westfield is a privately held, founder-controlled professional services firm operating on a remote team model with 11-50 employees. The firm maintains minimal public financial disclosure, has no institutional funding, and grows organically through its distributed office network, content ecosystem, and Jacob Orosz's personal reputation in the lower-middle-market M&A segment. The customer base consists exclusively of SMB owners selling their businesses (predominantly franchisees in services, food & beverage, and automotive), with each client representing a one-time, project-based engagement rather than a recurring revenue relationship.

Name

Morgan & Westfield Business Brokers

Legal name

Morgan & Westfield

Website

https://morganandwestfield.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Morgan & Westfield is an independent M&A advisory firm founded in 2008 by Jacob Orosz, specializing in the confidential appraisal and sale of small to mid-sized businesses generating $1M to $100M in annual revenue, primarily serving lower-middle-market owners across the United States via a distributed office network, fixed-fee advisory packages, and an extensive proprietary content platform.

Ownership category

akta.pro rank

Product category

M&A Advisory Services

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

Keywords

• Mergers and acquisitions advisory
• Middle-market business brokerage
• Business valuation services
• Exit planning consulting
• Business sale representation

Headquarters

HQ city

Pompano Beach

HQ country

United States

HQ region

North America

Offices38 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory and Brokerage Fees: Morgan & Westfield charges fees for M&A advisory services. They offer both fixed fee arrangements (custom packages and standard packages based on business sale price) and hourly billing for consulting work. Their pricing model includes no commission charges, which differentiates them from traditional brokers who charge a percentage of the sale.
2. Book Sales and Content: The firm generates revenue from selling books on M&A topics written by Jacob Orosz, including The Art of the Exit, Acquired, The Exit Strategy Handbook, Closing the Deal, A Beginner's Guide to Business Valuation, and Food and Beverage M&A.
3. M&A Consulting Services: A la carte consulting services for clients on sell-side and buy-side transactions, charged at hourly rates.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Morgan & Westfield is an independent M&A advisory firm that provides confidential appraisal, preparation, marketing, and closing services for the sale of small to mid-sized businesses (typically $1M–$100M in annual revenue). Its core delivery framework is the proprietary Morgan & Westfield 4-Step Method (Assess, Prepare, Market, Close), offered through Custom and Standard fixed-fee advisory packages or hourly consulting engagements.

Product overview

Morgan & Westfield is an independent M&A advisory firm offering a comprehensive platform for middle-market business sales. The core offering is the Morgan & Westfield 4-Step Method (Assess, Prepare, Market, Close) for selling businesses with annual revenues from $1 million to $100 million. The portfolio includes educational products (books including The Art of the Exit, Acquired, The Exit Strategy Handbook, Closing the Deal, Food and Beverage M&A, and A Beginner's Guide to Business Valuation), media products (M&A Talk podcast, M&A University courses, Knowledge Base with 800+ articles, M&A Glossary), and service products (M&A Consulting, M&A Downloads, M&A Roundtable). The company also provides free resources like the Ask the Expert service and client success stories.

Differentiator

Problem solved

Functional benefit

Brands

• M&A Talk: The #1 podcast on mergers and acquisitions, hosted by Jacob Orosz, featuring interviews with industry experts including CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, and business appraisers.
• M&A University
• M&A Roundtable

Products and services

• Custom Package M&A Advisory Lower-cost, fixed-fee M&A advisory package for selling middle-market businesses, delivered through the Morgan & Westfield 4-Step Method and billed on a multi-year contract aligned to the transaction.
• Standard Package M&A Advisory Full-service, fixed-fee M&A advisory package for selling middle-market businesses through the 4-Step Method, with tiered pricing by sale price and multi-year engagement structure.
• M&A Consulting (Hourly) A la carte M&A consulting services for clients with specific needs (mostly sell-side, with selective buy-side representation), billed hourly—Senior M&A Advisor at $450/hour and Supporting Staff at $100/hour, in 5-minute increments, with travel expenses added for non-remote work.
• The Art of the Exit 352-page book by Jacob Orosz on selling businesses with $1 million to $10 million in annual revenue, covering valuation, financing, marketing, negotiations, due diligence, and closing.
• Acquired 518-page book by Jacob Orosz on selling businesses with $10 million to $100 million in annual revenue, covering exit options, valuation, deal structure, due diligence, and closing.
• The Exit Strategy Handbook Comprehensive guide by Jacob Orosz to preparing a business for sale, covering strategic planning and exit execution.
• Closing the Deal Definitive guide by Jacob Orosz to negotiating the sale of a business, covering deal structure and closing processes.
• A Beginner's Guide to Business Valuation Guide by Jacob Orosz covering business valuation fundamentals and methodologies for entrepreneurs preparing to sell.
• Food and Beverage M&A Industry-specific insider's guide by Jacob Orosz on selling food and beverage businesses, covering industry-specific valuation drivers and deal considerations.
• M&A University In-depth online courses on selling a business, led by industry experts and targeted at entrepreneurs of middle-market businesses with revenues up to $100 million.

Quantifiable outcome

• 100+ transactions completed in 100+ industries globally
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators10 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Benchmark International: Global M&A advisor specializing in middle-market transactions, with significant overlap to Morgan & Westfield's sell-side advisory offering, though typically dealing with larger deal sizes ($5M–$500M+ in enterprise value).
• Generational Group: M&A advisory firm focused on privately held businesses in the $5M–$500M revenue range. Directly competes with Morgan & Westfield at the upper end of its target range with similar sell-side advisory and valuation services.
• Woodbridge International: Middle-market M&A advisory firm serving closely held businesses across a range of industries. Direct peer in sell-side advisory for businesses in the lower-to-mid middle market with comparable deal size focus.
• Murphy Business & Financial Corporation: Business brokerage and franchise consulting firm specializing in the sale of small to mid-sized businesses. Closely comparable in size tier, service offering, and target client profile.
• Transworld Business Advisors: Franchise-based business brokerage and M&A advisory firm specializing in main-street and lower middle-market transactions. Competes head-to-head with Morgan & Westfield on lower middle-market mandates with a similar franchise-office distribution strategy.
• First Choice Business Brokers: Franchise network of business brokers specializing in main-street business sales (typically under $5M in revenue). Adjacent peer that competes for the smaller end of Morgan & Westfield's target market.
• Succession Resource Group: M&A advisory firm specializing in exit planning and business sales for lower middle-market companies. Comparable in target segment, service offering, and founder-led positioning.
• Sunbelt Business Advisors: Largest network of business brokerages in North America focused on selling main-street and lower middle-market businesses. Directly comparable to Morgan & Westfield in target client size, sell-side advisory model, and geographic distribution model.
• VR Business Brokers: Franchise business brokerage network focused on the confidential sale of small and mid-sized businesses. Comparable in target client size and brokerage model, primarily competing in the lower end of Morgan & Westfield's range.

Broad incumbents

• Kroll (Corporate Finance): Global financial advisory firm offering M&A advisory services across the full middle-market spectrum. A broader incumbent that competes with Morgan & Westfield at the upper end of its target range while offering a much wider service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/morgan_westfield
• YouTubeyoutube.com/@MATalkPodcast
• Facebookfacebook.com/morganandwestfieldintl
• LinkedInlinkedin.com/company/morgan-westfield

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Morgan & Westfield Business Brokers