Concentric Global Consultants is an embedded strategy and systems firm for the real economy—so owners retain options under change.
We've operated inside privately held enterprises—HVAC contractors, plumbing operations, construction firms, marine services, specialty manufacturers—translating enterprise-grade methods for $5M–$50M operators.
The practice began with automation work at Touche Ross & Company in 1987, evolved through decades of hands-on consulting across mid-market operations, and formalized as Concentric Global Consultants when the gap between large consulting firms and small business advisors became impossible to ignore.
Large firms serve large clients with $500K minimum engagements and recommendations that assume enterprise resources. Small advisors focus on tactics disconnected from systems architecture. The middle is underserved.
We bring transaction-credible operating architecture to businesses generating $5M–$50M in revenue. This is where private equity shops hunt for roll-up opportunities, where strategic buyers look for bolt-on acquisitions, where founders face transition decisions worth millions—if the structure supports the claim.
These aren't aspirations. They're operational disciplines we've refined over 35 years of implementation in owner-operator businesses.
We measure impact in structural improvements that compound over time, not engagement hours billed.
Gross margin improvement of +420 basis points in 6 months through pricing architecture and job costing discipline.
11-site SOP rollout enabling geographic expansion without founder dependency in daily operations.
Sale readiness timeline compressed from 18 months to 6 months through financial system hardening and operational documentation.
Business valuation increased $1.4M through transition from cash-basis to accrual accounting and margin visibility by service line.
Succession operating plan implemented with emergency leadership protocols and 2-year transition pathway for next-generation leadership.
Strategic relocation from high-tax jurisdiction to optimized location with operational infrastructure that survived jurisdictional transition.
This isn't marketing language. It's the technical requirement for businesses that need to survive change. Personnel shifts. Vendor swaps. Cross-border operations. Platform migrations. Technology integration. Leadership succession.
Most consulting approaches assume stable conditions or unlimited resources to rebuild when conditions shift. Mid-market operators have neither luxury. They need systems engineered to remain intact through transitions—not just operational continuity, but strategic optionality.
The methodology emerged from pattern recognition across hundreds of engagements. Businesses fail at predictable moments. Growth stalls at specific revenue thresholds. Succession attempts collapse in characteristic ways.
After three decades, we've mapped the failure modes and their structural remedies. The frameworks we build become organizational assets, not recommendations that gather dust. Implementation roadmaps include sequenced action steps, success metrics, and realistic timelines—because strategy without execution planning is theater.
What that experience provides:
We work with established businesses at moments when architecture must change. Four profiles describe most engagements.
You've built a business worth $2M-$10M and want to ensure it functions without you. Whether selling to a buyer, transitioning to family, or grooming internal leadership, you need systems that prove the business transcends its founder.
Revenue plateaued between $5M-$25M. Adding volume without better systems creates chaos, not scale. You recognize the next stage requires operational maturity—documented processes, margin visibility, management depth.
You're considering geographic repositioning for tax optimization, regulatory advantages, or lifestyle alignment. Relocation without infrastructure that travels means rebuilding from scratch. You need systems that survive jurisdictional transitions.
You're 3-5 years from a potential transaction and want maximum valuation. That requires clean financials, documented operations, management depth, and strategic positioning—all of which take time to build credibly.
CGC operates as a lean strategic core with deep domain expertise, augmented by a network of Forward Deployed Engineers and specialist consultants when engagements require technical depth beyond our direct capabilities.
The senior bench has worked together for over a decade, maintaining consistency in methodology and client relationships. When projects require specialized expertise—industry-specific technical knowledge, regulatory compliance in specific jurisdictions, advanced data engineering—we escalate to domain experts rather than attempting to be everything to everyone.
This structure keeps overhead low, quality high, and allows us to serve mid-market clients at fee structures that make sense for their scale. We optimize for depth over headcount—so fees stay proportional to mid-market realities.
As client needs expanded beyond operational consulting into geographic strategy and succession planning, the practice evolved to match.
Consulting practice begins with automation and systems work at Touche Ross & Company, establishing pattern recognition across enterprise implementations.
Formalized focus on $5M-$50M revenue band after recognizing the gap between large consulting firms and small business advisors. Concentric Global Consultants established as institutional brand.
Field-tested strategic relocation advisory as clients increasingly asked about jurisdictional transitions. Developed frameworks for tax optimization, regulatory navigation, and operational portability across borders.
Formalized relocation intelligence into systematic offering combining policy analysis, risk assessment, and implementation support. SRS launched as structured service line within CGC.
Launched as distinct brand for succession planning and exit design. Elegant Exits handles the full transition spectrum—from internal succession to strategic sales—while maintaining CGC's systems-oriented methodology.
Our assessment framework reveals how we diagnose business architecture, identify leverage points, and sequence recommendations for maximum impact with minimum disruption.
Explore Our Approach