Greg Duncan

Dr. Greg Duncan is an experienced business broker and strategic advisor specializing in lower middle market transactions. He helps business owners successfully navigate ownership succession, sales, and exit planning with a focus on preserving value and legacy.

Greg brings decades of leadership experience from Amazon Web Services, Pegasystems, Booz Allen Hamilton, and venture-backed startups, where he drove over $1 billion in recurring revenue through growth strategies and partnerships. He now applies that expertise to guiding business owners through complex transitions with clarity and confidence.

He holds a Doctorate in Business Administration from Drexel University and is a Certified Exit Planning Advisor (CEPA), combining financial, operational, and people-centered insight to deliver smooth, values-driven outcomes.

Specialties:

Business Sales & Advisory
- Confidential Business Sales & Valuations
- Buyer Representation & Acquisition Support
- Exit Planning & Succession Strategies

Technology Transactions
- IT, SaaS & Cloud-Based Business Sales
- Cybersecurity, AI & Systems Integration Firms
- Digital Transformation & Software Companies

Industry-Specific Brokerage
- Manufacturing, Industrial & Automation Businesses
- Health IT, InsurTech & STEM-Focused Firms
- Ecommerce, Education & GovCon Companies