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Broker Biography
Introduction
No contracts - Hundreds of successful clients - Morgan & Westfield is a professional services firm that specializes in the confidential appraisal and sale of small to mid-sized, privately-owned businesses. While our core specialty is appraising and selling businesses, we also provide a number of other related services.
Traditional business brokers charge commissions of up to 12% to perform their services. At Morgan & Westfield, we can save you up to 50% off traditional broker fees by offering our services on an a la carte basis. When you work with Morgan & Westfield, you only pay for the services you need.
Clients appreciate the reasonable fees, customized approaches, and access to competitive resources offered at Morgan & Westfield that are usually only available at larger firms. Our core value is to provide expertise and resources at a reasonable rate based on a solid foundation of trust.
We help sell small and mid-sized companies - The process of selling a small business is quite different than selling a large business. As a result, the sale of your business should be handled by a team of professionals with experience in selling businesses similar in size to yours. At Morgan & Westfield, our small market and middle market teams can help you with the entire sale. As an alternative, you can use our program to take advantage only of the products and services you believe you need to help you sell your business.
Principal Broker Overview:
Jacob has over 15 years’ of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values ranging from $30,000 to $75,000,000. Jacob has successfully participated in or managed the sale of over 300 privately held companies in both the Main-Street and Middle-Market arenas, representing both buyers and sellers. He has represented clients in North America, Central America, South America, Europe, and Asia.
Areas Served
Business For Sale Listings
Cash Flow: $322,533
Riverside Co., CA
View Details Vocational School with Strong Contracts and Recurring Revenue
This is a vocational training school that offers programs for several business and driving classes. They specialize in commercial driving classes, business administration, network security, accounting and finance, web development, and construction technology. Turnkey Business with Growth Potential: The school is fully operational, with trained staff, modern facilities, and a streamlined curriculum, allowing a new owner to easily transition and expand into new markets or training programs.Strong Market Location: The school is the only commercial driving school within a 75-mile radius, creating a unique market position with minimal local competition.Strong Government & Employer Partnerships: The business has long-standing partnerships with government agencies, including Workforce Development, the Department of Rehabilitation, and the Veterans Administration, ensuring steady student enrollments through funded programs.High Demand Less
Cash Flow: $221,180
Rio Grande Co., CO
View Details Craft Brewery with Wholesale Distribution and Restaurant
This family-owned manufacturing brewery features a brew pub restaurant that has established a loyal clientele among locals and tourists who return to the region annually. The brewery produces handcrafted, hand-mashed, small-batch Colorado craft beer that is distributed in Colorado. The restaurant specializes in fresh, locally sourced ingredients and caters to the entire family. Outdoor patio seating lets even family dogs join in the family fun.Growth potential in the business includes expanding the craft beer offerings, increasing the distribution network, and expanding the restaurant in both size and the range of food options. The business is located in an 8,000 square-foot brewery and distribution warehouse with a 99-seat sit-down restaurant. There is prominent signage and ample parking available for both locals and tourists in the area. The next Less
Cash Flow: $2,500,000
Bergen Co., NJ
View Details Architectural Services Firm with $71 Million in Multi-Year Government
This award-winning architectural services firm, previously generating between $850,000 and $1.5 million in annual revenue, has secured $71 million in multi-year government contracts, positioning it for significant expansion with projected revenue expected to reach upwards of $24 million. Specializing in historic restoration design and government projects at the federal, state, and municipal levels, the firm has built a strong reputation for excellence, ethics, and high-quality work. Its experienced staff and proven track record in securing highly sought-after contracts present a compelling acquisition opportunity for buyers looking to enter or expand in the government contract market.Investment HighlightsContracts worth $71 million in place: The business has federal, state, and municipal government contracts for architectural design work and construction Less
Cash Flow: $109,189
Marin Co., CA
View Details Customizable Gear Bags Manufacturer – Remote Operations
The company designs and sells high-quality, customizable gear bags. The company's flagship product is a modular nylon gear bag system that allows users to select their components and build their bags to fit their specific needs. This innovative approach to luggage design caters to a variety of customers seeking personalized solutions for their carrying needs.Remote Ownership Possible: The company is run by a team of three, one of whom is part-time. All manufacturing, warehousing, and order fulfillment are outsourced. Financial Overview: The company's pricing strategy positions its products in the higher-end market and is supported by its focus on quality, durability, and professional appeal. Good Supplier Relationships: The business operates on a lean and efficient operating model, with all manufacturing, warehousing, and fulfillment outsourced. This allows Less
