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 mid-market operators.
The practice was founded in 1989 after early career work in public accounting, bringing together formal training in computer science and audit with a deep fluency in financial systems and operational design. The gap between large consulting firms and small business advisors was already clear: large firms served large clients with $500K minimum engagements and recommendations that assumed enterprise resources. Small advisors focused on tactics disconnected from systems architecture. The middle was underserved.
Concentric Global Consultants was built to close that gap. 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 refined over three decades 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 principal-led consulting practice with deep domain expertise, augmented by a curated network of specialists when engagements require technical depth beyond our direct capabilities.
The practice has been intentionally bespoke since its founding. This is not a firm that scales by adding headcount. It scales by maintaining the depth of expertise and quality of judgment that mid-market owners require from their most trusted advisors. When projects require specialized knowledge—industry-specific technical capabilities, regulatory compliance in specific jurisdictions, advanced data engineering—we bring in 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 international transition design, the practice evolved to match.
Consulting practice established to deliver enterprise-grade professional services to mid-market businesses underserved by both large firms and small advisors. Grounded in formal training in computer science and audit, with deep fluency in financial systems, data architecture, and operational design.
Began introducing geographic optionality into client advisory engagements, recognizing that jurisdictional positioning was a strategic variable most business owners weren't considering. Frameworks for tax optimization, regulatory navigation, and operational portability developed on an engagement basis as client situations warranted.
Formalized focus on the $5M–$50M revenue band. Concentric Global Consultants established as institutional brand after recognizing the persistent gap between large consulting firms and small business advisors.
Codified two decades of geographic strategy work into a structured methodology as post-2020 conditions—remote work normalization, shifting regulatory environments, and accelerating tax migration—created broader demand for conversations the practice had been initiating for years. Capabilities once reserved for ultra-high-net-worth families and large enterprises became accessible to mid-market professionals and SME operators through advances in technology and cross-border infrastructure. SRS integrates policy analysis, risk assessment, and implementation support for business owners designing portability into their next chapter.
Launched as a distinct voice for professionals and families designing international relocation with intention. Elegant Exits extends CGC's systems-oriented methodology to personal sovereignty—aligning legal, financial, cultural, and lifestyle intelligence for those building lives across borders.
Our assessment framework reveals how we diagnose business architecture, identify leverage points, and sequence recommendations for maximum impact with minimum disruption.
Explore Our Approach