morganandwestfield.com

What It Is

Morgan & Westfield is an independent M&A advisory firm focused on valuation and business sales for mid-market companies, rather than a SaaS or enterprise software product in the traditional sense. The site emphasizes its core expertise in helping business owners sell their companies, covering businesses with roughly $1M to $100M in annual revenue, with founder Jacob Orosz and the team acting as transaction advisors.

Core Capabilities

Its core methodology is the Morgan & Westfield 4-Step Method: Assess evaluates sale readiness; Prepare professionally packages the company; Market promotes the opportunity to individual, strategic, financial, and corporate buyers; and Close covers letters of intent, due diligence, deal structuring, and final closing support. The content repeatedly emphasizes confidentiality: information is not disclosed without a signed NDA, and company materials are released in stages as the transaction progresses. On the team side, the site says clients work directly with the president/founder, supported by an in-house team of specialists.

Pricing and Service Model

The firm publishes a fee table for Custom Package and Standard Package tiers based on Purchase Price, offering a relatively high level of transparency. For example, a $1M transaction corresponds to $80,000 / $120,000, $10M to $380,000 / $570,000, and $100M to $1,130,000 / $1,720,000. The site also offers free consultations, as well as multiple free PDFs, podcasts, articles, and course materials, but there is no SaaS free plan, trial account, or subscription-based software pricing.

Pros and Cons

The strengths are a clear process, an emphasis on no long-term contracts, relatively comprehensive confidentiality controls, and a content library plus case studies that demonstrate expertise. It can be especially useful for owners selling a business for the first time. The drawbacks are also clear: this is not a software product, and there is no visible information on third-party integrations, APIs, cloud deployment, self-hosting, permission systems, or compliance certifications. The fee level is suitable only for larger transactions, and outcomes still depend heavily on advisor execution and market conditions.

Best Fit and Access from China

It is best suited for business owners planning to sell a mid-market company and needing support with valuation, exit planning, buyer marketing, and deal execution. It is not suitable for teams looking for a CRM, collaboration platform, or M&A project management SaaS. Details on access from China, payment methods, and cross-border service arrangements are not disclosed, so these should be treated as “unknown.” If the transaction involves a company in mainland China, it may be necessary to compare local financial advisors, investment banks, securities firms’ M&A departments, or cross-border M&A advisors at the same time.