Greg Knox

Greg Knox, MBA, CFA, CAIA is an expert business broker and has spent his 20-plus year career in finance and business, including a diverse background in middle-market investment banking, private equity, a multi-billion dollar hedge fund, and institutional trading, at such institutions as Deutsche Bank, T. Rowe Price, and Wachovia Securities. Mr. Knox also has experience as a multiple-time business owner, giving him unique insight into a founder’s mindset. Previous to his work at CGK, Greg spent multiple years with local, regional, and national business owners as a middle-market mergers and acquisitions investment banker and at an international business brokerage, where he was a top-ten M&A advisor worldwide for three consecutive years. Mr. Knox has a BA degree in Business Administration from Franklin & Marshall College, a Master of Business Administration (MBA) from Cornell University, and a Master of Data Science from the University of Michigan. Greg currently holds the FINRA Series 79, 65, 63, & 55 licenses and is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Investment Analyst (CAIA) Charterholder, and a Financial Data Professional (FDP) Charterholder. Greg has sold businesses in every industry and been part of over 100 transactions. https://www.linkedin.com/in/gregknox1/ for more info.

10 Steps to Selling Your Company from Start to Finish

Let’s imagine the time has come to think about selling your company. Unfortunately, the majority of business owners don’t understand the basics, let alone the nuances involved. Maybe this is why less than 20% of privately-owned businesses actually sell? There are numerous steps required to run a process successfully, and ignoring any of them can […]

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5 Risks to Avoid When Selling a Business

Selling a business is complicated.  While everyone involved has some level of distaste for the due diligence process, there is a reason it exists.  Buyers must be confident that they are getting what they paid for, while the Sellers wants the Buyer to be content with their purchase, as to avoid any post-closing misunderstandings or

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The Importance of the Owner’s Cash Flow When Buying or Selling a Business

When it’s time to sell a business, or if you’re looking into buying one, the Owner’s cash flow is often one of the most important parts of due diligence. Owner’s cash flow, often known as Seller’s Discretionary Earnings (SDE) for smaller businesses and adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, & Amortization) for larger, mid-market

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Selling an Essential Business During the Covid-19 Pandemic

With the pandemic, many business owners are wondering if it might be time to sell. For many, however, selling their business right now might not be a good idea since revenue is down significantly. Owners of an essential business, however, are more in luck. Now might be the perfect time to sell your business, provided,

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Are There Tax Implications for Selling a Business?

There are tax implications for selling a business. However, the way the deal is structured could have a big impact. There are a lot of decisions to make that can have an impact on the taxes of the sale, though there are restrictions on these decisions by the IRS.  The preferences of the buyer or

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What Documents And Info Are Needed To Sell A Business?

The preparation for selling a business can be complicated. There is paperwork that needs to be organized before the business can be presented to buyers, along with more information that is needed as a sale progresses. All of this information is needed by potential buyers so they can determine if they are interested in the

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Increasing the Valuation of Your Business Without Creating More Earnings

No matter the economic environment, it’s important for business owners to monitor their companies’ value up to three years before selling their business. Though most assume that business valuation is focused only on earnings, revenues, and discount rates, it’s far more qualitative than it seems. While a valuation is a prediction of a company’s future

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