Morgan & Westfield
At a Glance
Read the buyer's guide and the knowledge base before you ever sit across from a broker; they are free and they explain what the other side is being told to do. Treat the firm itself as a seller's advisor, and get the a-la-carte fees in writing, because the site never names one.
- Pricing
- Success Fee, Its own fees page carries the figures in plain body text: step fees of $1,500 to assess a business, from $3,000 to prepare it and from $400 a month to market it. Two success-fee ladders sit beside them, quoted as 8/8/8/2 and 12/10/8/6 by million, with a minimum success fee of $75,000 at closing. Services are bought a la carte with no long-term contract. That fees page is in none of the site's sitemap files and is reachable only from body copy on the sell page, so a search of the site returns a clean negative on it. A table in its own site-wide markup restates the same schedule as totals by purchase price, from eighty thousand dollars for the custom package and a hundred and twenty thousand for the standard one at a million dollars of price, to one million one hundred and thirty thousand against one million seven hundred and twenty thousand at a hundred million.
- Best For
- Reading the sell side for free before you meet one, and for an owner who wants a national process without signing a long engagement
- Kind
- One firm, one bench of brokers, one process.
- Footprint
- Works nationwide.
- Sells
- Businesses up to $100M of annual revenue in over a hundred industries, with a floor on its offices page since the September 2026 re-read: $1M to $10M of EBITDA, or $5M to $100M of revenue. Its transaction record appears as a 100-plus counter, as hundreds in prose and as over three hundred in the founder's bio, on the same site.
- Publishes a size band you can check yourself against.
- Seller Fee
- Publishes a schedule. The actual percentages are on its own site, so a seller's quote can be checked against them.
- Buyer Fee
- Publishes what a buyer pays. The retainers and percentages a buyer would owe are on its own site, so an engagement can be priced before a conversation.
- Publishes an hourly rate for the founder and a second one for support staff on its M&A consulting page, with no minimum, alongside a consulting agreement a buyer signs. The buy-side audience is named on the same page and includes search funds and independent sponsors.
- Works For
- Represents buyers. Names a buy-side service a buyer engages, so somebody on this list can be working for you. None of them publishes what it costs, so ask that first.
- Before It Shows You Anything
- Wants a buyer profile alongside the NDA. A buyer profile or questionnaire beyond the NDA: who you are, what you are looking for, and usually your timeline and experience.
- A buyer questionnaire alongside the confidentiality agreement; no financial evidence is asked for in writing.
- Roadmap Stages
- 2. Define & Test Your Thesis4. Source & Screen Deals
Pros and Cons
Pros
- Publishes step fees, both success-fee ladders and a stated minimum in plain text on its own fees page, which almost no brokerage does
- The free library is the real product for a buyer: a twelve-step walk through buying, and a ten-topic knowledge base that explains what the other side of the table is being advised to do
- No long-term contract, which it names as its difference from the category, beside an eighteen-month exclusivity on its standard package that the same page states, and services bought a la carte rather than as one bundle
- Every guide page offers a print view and a downloadable copy, which is rare and useful on a long read
- A named principal fronts the firm, with books and a podcast behind the positioning rather than an anonymous brand
Cons
- Its fee page sits in none of its sitemap files and is reachable only from a link in body copy, so a search of its own site returns nothing on the page that answers the fee question
- Its own pages give two different transaction counts, one on the pricing page and a larger one on the about page, which is the sort of number to ask about rather than rely on
- It represents sellers, so on a live deal its duty is to the other side of the table
- The library funnels toward a consultation, so read the guidance as good and the framing as marketing
- Its knowledge base also quotes the industry's fee range on a page about fees, which is easy to read as the firm's own number when the firm's own number sits somewhere else
- Its sell page says no long-term contracts are required while its fee page's standard package carries an eighteen-month exclusivity, so ask which applies before signing
What Searchers Say
The publishing record is verifiable and substantial: books, a 264-episode weekly podcast holding 5.0 across 104 listener ratings, and a knowledge base deep enough that other firms cite it. Note that is sentiment about the content, since no client-review aggregate for the brokerage work itself is publicly reachable. The transaction record is the firm's own claim and is stated inconsistently across its pages, so weigh the education heavily and the volume figures lightly.
How to Approach
Morgan & Westfield is a brokerage, and it works for the seller rather than for you, so this is how that side of the table comes in and what it is deciding about you.
The Typical Arc
- A teaser and an NDA, before you see the name of the business.
- A call with the listing broker, who is screening you as much as answering you.
- The CIM, then a seller meeting the broker schedules and usually sits in on.
- Your offer, carried by the broker to the seller they represent.
What It Weighs
- Whether your money is real: how much is cash, and where the rest is coming from.
- Whether your criteria are specific enough to match against a listing.
- How fast you move, because the fee arrives on a close rather than on a conversation.
How to Prepare
- Write the one page a broker asks for before you inquire. Buyer Profile Builder
- Set criteria specific enough for a listing to match. Buy Box Builder
- Know what you can pay before the CIM lands. Business Valuation Calculator