Selling your business isn’t just a financial decision.
It’s the people you’ve hired. The customers who trusted you. The nights you stayed up fixing things no one else even knew were broken. For a lot of owners, the business isn’t just what you do, it’s who you’ve become. So the real questions aren’t just about price. They’re about what happens next, what your life looks like on the other side of the wire, and whether this decision actually gets you closer to what you’ve been working toward all along. CGK business brokers and M&A advisors sit with you in that decision before we run the process.
Many of the owners we work with don’t come to us ready to sell. They come because something is changing, and they want to think it through with someone who understands both the numbers and what’s underneath them.
We start there.
A note from Greg Knox, MBA, CFA, CAIA, FDP · Managing Principal, CGK Business Sales
We don’t just run a transaction. We sit with you in the decision.
“We help you make one of the biggest decisions of your life, and then execute it the right way.”
We sit with you in the decision.
Selling a business is a decision you make once, and the right outcome depends as much on the thinking that precedes it as on the execution that follows. CGK starts every relationship by helping the owner think clearly about whether to sell, not just how. If you are not ready, we will tell you. If the timing is wrong, we will tell you. The deal will be there when the answer changes.
We tell you the truth, even when it costs us the deal.
The incentives in the broker industry get blurry. Most brokers only get paid if a deal closes, and that reality affects what gets said and what gets quietly ignored. Our job is to give you the truth even when it is inconvenient for our pipeline. If your expectations on value are not grounded, we will tell you. If a buyer looks good on paper but feels wrong, we will say it. If the best move is to wait, we will walk you through why.
We help you decide, then we execute it the right way.
Most of the value we provide does not come from the things that go right. It comes from the moments where something does not sit right and we are willing to slow down, ask the hard question, and make sure you are still making the decision you actually want to make. Then, when the decision is made, we run the structured process that produces the actual outcome.
Six things you get with CGK business brokers that you do not get with most.
You have choices when it comes to business brokers and M&A advisors. Here are the six structural facts about CGK that change the outcome of a sale, calibrated for owners of privately-held businesses doing $1.5M+ in revenue.
CGK engagements close.
The business broker industry as a whole closes about two in ten listed businesses. CGK closes more than nine in ten. The gap comes from disciplined intake on the front end and disciplined deal management on the back end.
A CFA charterholder leads valuation work.
Almost no business brokers hold the CFA charter, the institutional gold-standard credential for valuation work. CGK is the rare business brokerage where the analysis is done by someone with that depth of training. Your business valuation defends itself at LOI as a result.
One named senior CGK principal stays with you start to finish.
The same person who does your initial valuation handles your buyer process, walks you through the LOI, manages diligence, and sits with you at closing. You will never get handed off to a junior associate or to a different person at every stage.
Wall Street, hedge fund, and Fortune 500 pedigree.
Our business brokers come from Goldman Sachs, Merrill Lynch, Deutsche Bank, T. Rowe Price, AIG, Cargill, Chevron, Shell, major hedge funds, and Fortune 500 corporate finance. Not former residential real estate agents.
One firm, national footprint, shared deal flow.
CGK is one firm with a national footprint. A buyer talking to CGK in any of our markets gets visibility into your business. You get exposure to buyers we already know across the entire firm. Most business brokers are local-only or franchise federations that do not share inventory.
Featured on Bloomberg TV and Fox Business News.
CGK Business Sales is featured on Inside the Blueprint, the syndicated business television series. Our episode aired on Bloomberg TV and Fox Business News.
The questions on this page
The questions sellers actually ask themselves, in four categories. Click any question to jump.
Internal: the questions you ask yourself at night
→ What does life actually look like after I sell? → Am I ready to let go of this business? → What am I afraid might happen if I do this, or if I don’t? → What am I actually working toward here?Trust: the questions about who is representing you
→ Can I trust you to be straight with me? → Who am I actually working with day-to-day? → Will you protect my business and my people?Internal: the questions you ask yourself at night
The questions sellers do not put on paper but are usually driving the decision.
What does life actually look like after I sell?
This is the question most owners do not let themselves think through clearly until the wire transfer is days away, by which point it is too late to plan for. Life after selling is not a vacation. It is a transition.
Some owners take three months and discover they miss the structure and the problem-solving, and they end up consulting, advising, or starting something else. Some owners discover they had been running the business out of obligation as much as enthusiasm, and the relief is real and lasting. Some owners give themselves a year to figure it out and use the wire transfer as a runway.
There is no single right answer. There is one wrong one: not thinking about it at all. We help our clients begin that conversation early, often years before the deal.
Am I ready to let go of this business?
There is no objective test for this. The owners who are most ready often arrive at it gradually, over months or years, as they realize the business no longer demands what it used to and they no longer want to give what it requires.
The owners who think they are ready and are not usually realize it about three months into a sale process, when buyer questions start to feel personal and giving up the work starts to feel like grief. Both situations are normal and worth taking seriously.
We do not push an owner who is not ready. The deal will be there when the answer changes.
What am I afraid might happen if I do this, or if I don’t?
This is the question most people don’t say out loud, but it’s usually driving everything.
On one side, there’s fear of letting go too early. Leaving money on the table. Losing purpose. Wondering if you gave up something you shouldn’t have. On the other side, there’s fear of waiting too long. Burnout. Market shifts. Key people leaving. Missing the window.
Both are real. And both deserve to be taken seriously.
Our job isn’t to push you toward selling or not selling. It’s to help you think clearly about those tradeoffs so you’re not making a decision based on pressure, timing noise, or someone else’s agenda.
Sometimes the right move is to go to market now. Sometimes it’s to wait and strengthen the business. And sometimes it’s to decide not to sell at all. We’re comfortable sitting in that tension with you, because getting the decision right matters more than forcing an outcome.
What am I actually working toward here?
Most owners we work with discover they have not actually answered this question for themselves before the conversation starts. The default answer is “maximize the price,” but maximize for what? For retirement? For freedom? For family? For starting something else? For just being done?
The answer materially changes how the deal should be structured. An owner who needs a specific number to retire has different deal needs than an owner who wants to fund a foundation, pass equity to children, or stay involved in the business after the sale.
Our job is to help you get clear on the goal first, then engineer the deal toward it. Without that clarity, “the most money” can become a number that does not actually serve your life.
Trust: the questions about who is representing you
You are going to hear a lot of opinions in this process. Here is how to know who is on your side.
Can I trust you to be straight with me, even when it’s not what I want to hear?
You should be asking that.
Because in a process like this, you’re going to hear a lot of opinions, from buyers, lenders, attorneys, advisors, and not all of them are aligned with you. Even on our side of the table, the incentives in this industry can get blurry. Most brokers only get paid if a deal closes. That reality exists whether people acknowledge it or not.
So the real question is: what happens when telling you the truth risks the deal? That’s where you find out who you’re actually working with.
Our approach is simple, even if it’s not always easy. If your expectations on value aren’t grounded in what the market will support, we’ll tell you. If a buyer looks good on paper but feels wrong for your business, we’ll say it. If the best move is to wait, we’ll walk you through why, even if that means we don’t get hired right now. And if you’re in the middle of a deal and something shifts that puts you at risk, we’re not going to gloss over it to keep things moving.
That doesn’t mean we’re blunt for the sake of it. There’s a way to have those conversations that’s direct but still respectful of what you’ve built. But you’re not hiring us to agree with you. You’re hiring us to help you make a clear, informed decision in a situation where there’s a lot at stake.
And the truth is, most of the value we provide doesn’t come from the things that go right. It comes from the moments where something doesn’t sit right, and we’re willing to slow things down, ask the hard question, and make sure you’re still making the decision you actually want to make. That’s what trust looks like in this process.
Who am I actually working with day-to-day?
One named senior CGK principal stays with you from the first call through the wire transfer. The same person who does your initial valuation handles your buyer process, walks you through the LOI, manages diligence, and sits with you at closing.
You will never get handed off to a junior associate, an account manager, or a different person at every stage. If your principal needs backup at a moment, another principal steps in temporarily and you will know who that is. Continuity matters because trust takes time to build, and a deal of this consequence requires that trust.
Our principals come from Wall Street investment banks, hedge funds, Fortune 500 corporate finance, and operating-business leadership. The depth of the bench means whichever principal leads your engagement has substantial deal experience behind them.
Will you protect my business and my people through this?
Yes. Confidentiality is absolute from the first call through closing. Your employees, customers, and competitors do not find out unless and until you decide it is time to tell them. We use blind teasers, NDA-protected Confidential Information Memoranda, and we control what gets disclosed and when.
Beyond confidentiality, we screen buyers for cultural fit and operating philosophy, not just price. A buyer who plans to gut your team and resell in three years is not the same as one who wants to invest, grow, and keep your operation intact. We will tell you what we are seeing, share our read on each buyer, and let you make the call on which one is the right fit for what you have built.
The deal is not just about the dollars. It is about who takes the keys after you hand them over.
Financial: the practical mechanics
The questions you can put numbers and timelines on.
What is my business actually worth, today, not in theory?
This is usually where people expect a quick answer. The reality is, there isn’t a single number sitting out there waiting to be discovered.
A business is worth what a qualified, motivated buyer will pay for it, under a specific structure, at a specific moment in time.
What we can do is narrow that range intelligently. We look at your most recent, clean financial performance, how buyers in your space are currently behaving, the risk profile of the business, and how transferable it is beyond you as the owner.
From there, we position the business in a way that creates real buyer interest and, ideally, competition. Because value isn’t just calculated. It’s created in a process.
And this is important: the highest price isn’t always the best outcome. Terms matter. Structure matters. Who the buyer is matters. Our goal is to help you understand the full picture, so you’re not just chasing a number, but making a decision that actually works for your life.
Will I get the most money for it?
Probably not the highest theoretical number. The right framing is: will you get the most you can actually take to the bank, after deal structure, after taxes, after holdbacks, after earnouts that may or may not pay?
CGK runs a structured competitive process where multiple sophisticated buyers compete to win your deal. That competition is what produces real bidding tension. We then engineer the deal structure so the headline price actually translates into cash you receive, not paper that may evaporate in a year.
The most money is rarely the highest LOI. It is the deal that holds up through diligence, closes on time, and pays out as promised. CGK closes more than 9 of 10 of the engagements we accept. The industry as a whole closes about 2 in 10. The gap is the difference between a fantasy LOI and a real wire transfer.
How long does this really take?
Six to twelve months from signed engagement to wire transfer is typical. Some close in three to six.
The variables are deal complexity, financing, and how quickly diligence moves. CGK manages every one of those proactively so the timeline does not stretch unnecessarily. The pace also depends on you: how prepared the financials are, how cleanly the operations are documented, and how quickly you can respond to buyer questions during diligence.
We handle the heavy lifting. You stay focused on running the business through the process, because the buyer is going to be watching the financials right up to the close.
What does it cost, and how are you paid?
CGK works on a success fee at closing. There is no retainer, no monthly fee, and no upfront payment. You pay nothing if the business does not sell.
The exact percentage depends on transaction size and complexity, and we walk through the exact terms during our first conversation. Our incentives are aligned with your outcome, not with billing you for hours.
The only money on the table is when the wire hits.
Wildcard: the question that doesn’t fit anywhere else
The one many owners are afraid to ask.
What happens if I am not ready to sell yet?
That is often the best time to call us. Honestly.
The owners who get the most out of CGK are the ones who reach out years before they plan to sell, not weeks before. A free verbal business valuation done early gives you the runway to actually move the number: improving the income statement, restructuring customer concentration, documenting the management bench, cleaning up the working capital. Owners who wait until they are ready to sell discover the gap between the price they want and the price the business will actually command, with no time left to close it.
We are comfortable not selling you anything on the first call, or the tenth. When the time comes, you will know it, and we will be the firm you call. If that is six months from now or six years from now, we are equally interested in starting the conversation today.
Sometimes the right move is to decide not to sell at all. We are comfortable with that outcome too, because getting the decision right matters more than forcing one.
Selling Your Privately-Held Business with CGK Business Brokers.
CGK business brokers and M&A advisors sell privately-held businesses doing $1.5M to $100M in annual revenue. Our process is built around the structured competitive sale that produces real bidding tension among sophisticated buyers, defends your price under pressure at LOI, and gets the deal across the finish line. Below is what selling a business with CGK actually looks like, from your first call to the wire transfer.
How CGK business brokers run the sale of your business
CGK runs an investment-banking-style structured competitive process: blind teaser, full Confidential Information Memorandum, structured data room, multi-buyer outreach, and managed negotiation through LOI, diligence, and close. Most business brokers run the opposite process: they take the first offer that walks in the door and call it a sale. A real competitive process produces materially better outcomes for the seller, both in headline price and in deal structure.
Why CGK business brokers close 9 of 10 engagements
The business broker industry as a whole closes about two in ten listed businesses. CGK closes more than nine in ten of the engagements we accept. The gap comes from disciplined intake on the front end (we only take engagements we are confident we can close) and disciplined deal management on the back end. We would rather decline an engagement on day one than waste twelve months of a seller’s life on a deal that was never going to close.
How long does it take to sell a business with CGK?
Most CGK engagements run six to twelve months from signed engagement to wire transfer, though some close in three to six. The variables are deal complexity, financing, and how quickly diligence moves. CGK manages every one of those proactively so the timeline does not stretch unnecessarily, and the named principal on your engagement keeps the buyer’s diligence team from burning you out in the late innings.
What CGK business brokers charge
CGK works on a success fee at closing. There is no retainer, no monthly fee, and no upfront payment to engage CGK as your business broker. You pay nothing if the business does not sell. The exact percentage depends on transaction size and complexity, and we walk through the exact terms during our first confidential conversation. Our incentives are aligned with your outcome, not with billing you for hours.
Confidentiality when selling your business with CGK
Confidentiality is absolute from the first conversation through closing. CGK markets your business using a blind teaser that does not identify the company. Every serious buyer signs a non-disclosure agreement before receiving the Confidential Information Memorandum. We never list your business publicly unless you specifically choose to. Your employees, customers, competitors, and even your family find out only when you decide it is time to tell them.
Industries CGK has sold businesses across
CGK has sold privately-held businesses across almost every industry, including some very niche businesses: healthcare, manufacturing, construction, HVAC, plumbing, landscaping, professional services, distribution, federal contracting, transportation, property management, restaurants, retail, home services, and many more. Both High Main Street and lower-middle-market deal sizes. Whichever sector you are in, there is a high probability CGK has sold a comparable business already.
Senior named CGK business broker, start to finish
One named senior CGK principal stays with you from the first call through the wire transfer. The same person who does your initial valuation handles your buyer process, walks you through the LOI, manages diligence, and sits with you at closing. You will never get handed off to a junior associate or to a different person at every stage of the sale.
Start a Confidential Conversation →Talk to a CGK Business Broker
A senior CGK principal will respond within one business day. Strictly confidential. For privately-held companies with $1.5M+ in annual revenue. Your first verbal valuation is free.
Confidential. No obligation. Direct routing to a named CGK business broker, not a junior screener.
From first conversation to wire transfer.
CGK can take a privately-held business to market in as little as two weeks once a seller provides clean financials and the right operational detail. Most CGK engagements run six to twelve months from signed engagement to wire transfer; some close in three to six. Here is a typical seller journey, stop by stop.
Confidential conversation
You call us or submit the form. We listen. No pressure, no commitment. We tell you whether and when CGK is the right fit.
Free verbal valuation
A senior CGK principal, in person or by screen-share, walks you through our valuation model and the price range your business is likely to command.
To market
If you provide clean financials and the operational detail we need, CGK can take a business to market in two weeks. Sometimes faster.
Buyer process
Blind teaser, full Confidential Information Memorandum, structured data room, multi-buyer competitive process under NDA.
LOI & diligence
We run the math on every offer, negotiate deal structure, and coordinate diligence so the buyer’s team does not burn you out.
Closing & wire
Final purchase agreement, escrow funding, wire instructions, and a clean handoff to new ownership.
Start with a free business valuation.
Every CGK seller relationship starts the same way: a free verbal business valuation from a senior CGK principal. We schedule a working session, in person or by screen-share, walk you through our valuation model and the price range your business is likely to command in today’s market, and answer your questions about what selling a business with CGK actually looks like. No commitment. No pressure. No sales pitch.
What the free verbal business valuation includes
A senior CGK principal sits with you, in person or by screen-share, pulls up our valuation model calibrated to your specific business, and walks you through the price range your business is likely to command in today’s market. You see the methodology, the comparables, the multiples, and the math behind the number. You leave with a verbal range and a clear sense of next steps. The free verbal valuation is available to any owner seriously thinking about selling on any horizon: a year, five years, longer. Written valuations are a separate engagement.
If you need a written business valuation memo
If you need a written business valuation you can share with your CPA, your attorney, your spouse, or a lender, or if your sale timeline is further out than twelve months, that is a separate fixed-fee engagement at CGK. The written business valuation includes a defensible memo, four independent valuation methodologies, an executive summary, and a candid conversation about specific moves that could raise the number before you take the business to market. We walk through the fee on the first call. If you later engage CGK to sell, the written valuation work credits against the success fee.
Why a CFA charterholder valuation matters when you sell
Sophisticated buyers, often led by an MBA-trained Principal with a finance background, will ask hard questions about your number when they reach the Letter of Intent stage. CGK’s role is to give you the analytical defense that holds the price up under that pressure. The CFA charter is the institutional gold-standard credential for valuation work, and CGK is the rare business brokerage with a CFA charterholder leading the analysis. A defensible business valuation becomes the floor on your deal; a soft one becomes the ceiling.
Schedule Your Free Verbal Valuation →Schedule Your Free Verbal Business Valuation
A senior CGK principal will respond within one business day to schedule a working session, in person or by screen-share. For any owner seriously thinking about selling on any horizon (a year, five years, longer). Strictly confidential. No commitment.
Confidential. No obligation. Direct routing to a named CGK business broker.
Buy a Business with CGK Business Brokers.
If you are looking to buy a business in any of our markets, our business brokers help you find, evaluate, and close on the right opportunity. CGK business buyers see proprietary, off-market business acquisition opportunities not available on the public listing sites, sourced through our cross-office relationships and 15+ years of seller engagements.
Off-market business acquisitions across our national footprint
CGK is one firm with named business brokers in Austin, Baltimore, Colorado Springs, Dallas, Denver, Houston, Louisville, Nashville, Phoenix, San Antonio, and Washington DC. A buyer talking to CGK business brokers in one city sees inventory across every other city. Most of our deals never list publicly because our seller pipeline runs deeper than the public listing sites.
Senior business broker representation, not a junior screener
Every CGK buyer engagement is led by a named principal. You work directly with Greg, Wes, Myres, Derik, Matthew Mistica, Jason, Eric, or Matthew Zienty, not whichever local franchise business broker answers the phone. The named CGK business broker stays with you from search through close.
Proprietary buy-side process
CGK business buyers get target search built around your investment thesis, deal sourcing across our cross-office pipeline, financial diligence support, deal structuring, lender introductions, and close coordination. We work with both individual buyers and lower-middle-market private equity platforms looking for add-on acquisitions.
The CGK ‘Micro Private Equity Program’
For acquirers who want CGK as a long-term partner instead of a one-time advisor, our preferred buy-side structure converts the transaction fee into a small equity stake. The result: more cash stays in the business at closing, CGK keeps real skin in the game alongside you, and we keep working with you to source add-on acquisitions and apply AI-powered tools to grow the business over time. If you are open to CGK as a long-term equity partner, mention “Micro PE” in the buyer profile form to the right. A principal will walk you through the structure on the first call.
Buyer fee structure
Buyer-side and seller-side are distinct engagements at CGK with distinct fee structures. We never represent both sides of any single transaction. Whether you choose the standard cash-at-closing structure or the ‘Micro Private Equity Program’, we will walk through the exact buyer-side terms during our first confidential conversation.
Learn More About CGK Buy-Side →Submit Your Buyer Profile
A CGK principal will reach out within one business day to schedule a confidential conversation about what you are looking for.
Confidential. No obligation. Direct routing to a named CGK business broker.
CGK business brokers across High Main Street and the lower middle market.
CGK has closed deals across every major lower-middle-market vertical and many High Main Street ones too. We match each engagement to the principal with the most relevant sector experience, drawing on deal history shared firm-wide across our entire footprint.
Plus deal experience across 30+ industries. Don’t see yours? CGK has closed deals in almost every industry, including some very niche businesses.
Named CGK business brokers on every engagement.
One named senior CGK principal stays with you from the first call through the wire transfer. Our principals come from Wall Street investment banks, hedge funds, Fortune 500 corporate finance, and operating-business leadership. Cornell MBA. U Chicago Booth MBA. CFA. CMT. Naval Academy. Goldman Sachs. Merrill Lynch. Deutsche Bank. AIG. T. Rowe Price.








What CGK business brokers’ sellers say afterward
I could not be happier with the experience I had selling my business with CGK. Greg did a detailed analysis of my business and helped me price and position it right for the market. After receiving multiple offers at full asking price, the rest of the process went very smoothly, and we closed in less than two months.
Hanna M.Selling my business was a once-in-a-lifetime experience, and I’m incredibly grateful to have had Wes by my side throughout the process. He brought perspective, pushed when necessary, and always had my best interests in mind. His experience and strategic approach allowed me to maximize the sale price while minimizing long-term risk and obligations. If I had to do it all over again, I wouldn’t hesitate to choose him as my broker.
Adam NevilleDerik located multiple interested strategic buyers that produced more than one serious offer. The negotiations were tough but Greg and Derik’s experience helped us overcome. We got a great result for our employees and for the owners. We would recommend them without reservation.
Bob TaylorWe sold a business that was 47 years old and being run by second generation within a year of working with Wes. CGK has a system that attracts serious prospects to review opportunities. Wes was able to make the overwhelming feeling of selling easy and to a certain extent enjoyable. I never felt alone or in the dark throughout the entire process.
Jennifer WilliamsWe decided to sell our company in 2025. Talked to another M&A company in the Houston area. We felt very comfortable with Greg and Matthew at CGK. Could not have made a better choice. From day 1 till final closing and even after 30+ days, they have been here helping us with documents and support during the transition. Thanks can not be said enough.
Rickey ThomasStart a confidential conversation with CGK business brokers. No commitment.
Submit a brief profile and a senior CGK principal will reach out within one business day. The first conversation is always free, and the verbal business valuation that follows is free for any owner seriously thinking about selling on any horizon (a year, five years, longer).
Strictly confidential. No pressure. Direct routing to a named CGK business broker, not a junior screener.
Talk to a CGK Business Broker
A senior CGK principal will respond within one business day. Strictly confidential. For privately-held companies with $1.5M+ in annual revenue.
Inquiry routes directly to a CGK named principal, not a junior screener.
Inside the Blueprint, on Bloomberg TV and Fox Business News.
CGK Business Sales is featured on Inside the Blueprint, the syndicated business television series. Our episode aired on Bloomberg TV and Fox Business News. Watch the segment, then start a confidential conversation.
CGK business brokers across eleven offices.
Whichever office you reach, you get the entire firm. Buyers see inventory across our entire footprint by default. Click any city to learn about our local presence and the named principal leading that market.
Frequently Asked Questions About CGK Business Brokers
For owners who want answers to the practical questions before the first conversation.
Latest from CGK business brokers.
Recent commentary on selling, buying, and valuing privately-held businesses, fresh from the CGK team.
AI productivity tools are quietly compressing operating cost lines and re-shaping the multiples sophisticated buyers are willing to pay. Owners going to market in 2026 need to understand how a buyer’s deal team prices the AI lift before signing an LOI, because the valuation gap between AI-mature and AI-naive businesses is widening fast. […] Read More
Stock vs. asset structure, F-reorganizations, QSBS eligibility, installment-sale considerations, and state-tax allocation can each shift net proceeds by tens of thousands or more. The 2026 update walks privately-held owners through the structuring decisions that have to be made twelve months before close, not at LOI. […] Read More
SBA 7(a), conventional senior debt, mezzanine, seller notes, rollover equity, and earn-outs each carry different cost-of-capital, covenant, and risk profiles for the buyer. The post breaks down how each layer interacts with the seller’s preferred structure and where most first-time acquirers misprice their cap stack. […] Read More