# Morgan & Westfield

A national advisory with a huge free library.

A national M&A advisory firm selling privately held companies up to $100M of revenue, founded in 2008 and run by a principal who has written six books on the subject and hosts an interview podcast about it. Its reach comes from what it gives away: a twelve-step guide to buying a business, a ten-topic knowledge base on selling one, and a 352-page seller handbook, all free.

- Category: Business Brokers & M&A Advisors
- Pricing model: Success Fee
- Where it fits: Define & Test Your Thesis, Source & Screen Deals
- Website: https://morganandwestfield.com

## 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.

## What It Costs

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](https://searchspheresource.com/glossary/buy-side-versus-sell-side) for free before you meet one, and for an owner who wants a national process without signing a long engagement

## Pros and Cons

- Pro: Publishes step fees, both success-fee ladders and a stated minimum in plain text on its own fees page, which almost no brokerage does
- Pro: 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
- Pro: 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
- Pro: Every guide page offers a print view and a downloadable copy, which is rare and useful on a long read
- Pro: A named principal fronts the firm, with books and a podcast behind the positioning rather than an anonymous brand
- Con: 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
- Con: 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
- Con: It represents sellers, so on a live deal its duty is to the other side of the table
- Con: The library funnels toward a consultation, so read the guidance as good and the framing as marketing
- Con: 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
- Con: 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.

## Sources

- https://morganandwestfield.com/
- https://morganandwestfield.com/buy/buyers-guide/introduction/
- https://morganandwestfield.com/knowledge/
- https://morganandwestfield.com/about/
- https://morganandwestfield.com/sell/fees/
- https://morganandwestfield.com/offices/

Also on this site: https://searchspheresource.com/resources/category/broker.md
Source: https://searchspheresource.com/resources/morgan-and-westfield
Last checked: 2026-09-19

Site index for machines: https://searchspheresource.com/llms.txt