What Centri Business Consulting does

Centri Business Consulting, LLC is a Philadelphia-headquartered business advisory and accounting services firm founded in 2011 that serves public, pre-IPO, and growth-stage companies across verticals including capital markets, fintech, AI, digital assets, life sciences, technology, insurance, healthcare, financial services, private equity, venture capital, real estate, cannabis, mining and metals, manufacturing and distribution, telecommunications, and consumer goods. Its core services span SEC financial reporting and compliance, capital markets IPO readiness, technical accounting, M&A advisory, accounting operations and transformation, tax advisory, valuation, risk advisory (including internal audit, IT risk and cybersecurity, ESG, and SOX compliance), outsourced accounting, HR advisory, CFO advisory, and board advisory. The firm also hosts the annual Centri Capital Conference at Nasdaq MarketSite and publishes the Bridging the GAAP newsletter as a thought leadership and deal-origination channel.

Centri operates as a partner-led, sales-led professional services firm with engagement-based, quote-priced advisory fees as its sole disclosed revenue stream. Its technology posture centers on internal AI tooling described as "market-leading" but without disclosed proprietary models, patents, or AI-specific R&D evidence. The firm has approximately 200 professionals across nine U.S. offices as of early 2026, expanding to ten with the June 2026 acquisition of Minneapolis-based Altair Associates — its first M&A transaction. Leadership is anchored by CEO and Managing Partner Michael Aiello, with seven practice-leader partners across SEC/Capital Markets, Technical Accounting, Risk Advisory, Valuation, Life Sciences, Fintech/Digital Assets, and Tax Advisory, plus an active 2026 promotion cycle. Customers include a disclosed base of 1,000+ clients with an 85% Net Promoter Score.

Revenue growth is funded by a $20 million credit facility from Citizens Bank (May 2026) supporting a stated plan to scale to 600 professionals across 17 U.S. office locations by 2030. Industry recognition is concentrated in 2024-2026: Inside Public Accounting Best of the Best (2024), Fastest Growing (2024), and Top 200 (2025); Accounting Today 2026 Top Firms to Watch and Mid-Atlantic leader; ClearlyRated Best of Accounting; Philadelphia Business Journal and Tampa Bay Business Journal largest-firms rankings. Capital Conference sponsors include Morgan Stanley, Cantor Fitzgerald, DLA Piper, Aon, DFIN, Baker Tilly, EisnerAmper, Chardan, ROTH, Withum, ICR, CBIZ, Nasdaq, and others.

Name

Centri Business Consulting

Legal name

Centri Business Consulting, LLC

Website

https://centriconsulting.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

51–100 employees

Short description

Centri Business Consulting is a Philadelphia-based business advisory and accounting firm serving public, pre-IPO, and growth-stage companies across capital markets, fintech, AI, digital assets, life sciences, insurance, and other verticals with SEC reporting, IPO readiness, M&A advisory, valuation, tax, and risk advisory services.

Ownership category

akta.pro rank

Product category

Accounting & Business Advisory Services

NAICS

Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Accounting advisory services
• IPO readiness consulting
• SEC financial reporting
• M&A advisory
• Risk advisory services

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Professional Advisory Services: Consulting and advisory fees for services including SEC financial reporting, IPO readiness, technical accounting, M&A advisory, valuation, risk advisory, tax advisory, outsourced accounting, HR advisory, and CFO advisory. Revenue generated through professional service engagements with companies of various sizes across multiple industries.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Centri Business Consulting is a professional advisory firm that sells business consulting and accounting services to public, private, and growth-stage companies. Its core offerings span SEC Financial Reporting & Compliance, Capital Markets/IPO Readiness, Technical Accounting, M&A Advisory, Accounting Operations & Transformation, Tax Advisory, Valuation, Risk Advisory (SOX, IT/Cybersecurity, ESG, Internal Audit), Outsourced Accounting, HR Advisory, and CFO Advisory, organized around specialized industry verticals including Capital Markets, Fintech, AI, Digital Assets, Life Sciences, Technology, Insurance, Healthcare, Private Equity, and Venture Capital.

Product overview

Centri Business Consulting is a business advisory and accounting services firm offering a unified portfolio of professional services rather than a software product. The core offering consists of consulting services including SEC Financial Reporting & Compliance, Capital Markets IPO Readiness, Technical Accounting, M&A Advisory, Accounting Operations & Transformation, Tax Advisory, Valuation, Risk Advisory, Outsourced Accounting, HR Advisory, CFO Advisory, and Board Advisory. The firm also hosts the annual Centri Capital Conference at Nasdaq and publishes the Bridging the GAAP newsletter as supplementary content resources. Services are organized by industry verticals including Capital Markets, Fintech, AI, Digital Assets, Life Sciences, Technology, Insurance, Healthcare, Financial Services, Private Equity, Venture Capital, Real Estate, Cannabis, Mining & Metals, Manufacturing & Distribution, Telecommunications, and Consumer Goods.

Differentiator

Problem solved

Functional benefit

Products and services

• SEC Financial Reporting & Compliance Advisory service that ensures compliance with SEC requirements and supports financial reporting objectives for public companies, including complex filings and ongoing reporting obligations.
• Capital Markets IPO Readiness Prepares companies for the IPO journey, including financial reporting infrastructure, governance, and regulatory compliance, with an associated Foreign Listings sub-service for cross-border listings.
• Technical Accounting Provides support for accurately documenting the accounting impact of complex transactions, business combinations, and other technically demanding deals.
• M&A Advisory Navigates M&A transactions by assessing all angles of deals, including pre- and post-close services spanning due diligence, transaction support, and integration.
• Accounting Operations & Transformation Streamlines accounting processes and supports audit readiness, including dedicated audit support, to meet current and future business needs.
• Tax Advisory Provides guidance on tax strategy including ASC 740, income tax accounting, and global effective tax rate management for clients across industries.
• Valuation Delivers valuation services including fairness opinions, contingent value right (CVR) valuation, and purchase price allocation for M&A transactions and other corporate events.
• Risk Advisory Identifies risks and develops strategies including internal audit advisory, IT risk and cybersecurity, ESG advisory, and SOX compliance for clients across industries.
• Outsourced Accounting Provides outsourced accounting services and strategic financial insights to supplement client finance teams, including budgeting, forecasting, and cash flow management.
• HR Advisory Optimizes HR structure and operations, including use of the HR Pulse Assessment tool to evaluate HR organizations against client growth goals.
• CFO Advisory Empowers leadership with CFO-level advisory services for strategic decision-making, financial planning, and finance organization transformation.
• Board Advisory Corporate governance advisory service including board member selection, committee charter preparation, and board effectiveness assessments.

Quantifiable outcome

• 85% Net Promoter Score (NPS)
• +2 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

22 partnerships are on record, tiered core, flagship and major.

• Altair Associates, Inc.coreOthers · 12 June 2026Acquisition of Altair Associates, Inc., a Minneapolis-based property and casualty insurance and reinsurance underwriting firm. This was Centri's first acquisition, adding over 30 professionals and extending its geographic footprint to ten U.S. office locations.
• B2i DigitalcoreGTM or Marketing Partner · 30 March 2026B2i Digital named Marketing Partner for the 2026 Centri Capital Conference. Leverages targeted digital campaigns and proprietary network of over 1.5 million market participants to expand investor reach for participating companies.
• Morgan StanleyflagshipGTM or Marketing PartnerMajor sponsor of the 2026 Centri Capital Conference at Nasdaq
• DFINmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• ChardanmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• GustomajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• CBIZmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• ICRmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• The Money ChannelmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• NasdaqflagshipStrategic or Co-development PartnerHost venue and strategic partner for the Centri Capital Conference at Nasdaq MarketSite in New York City
• Cantor FitzgeraldmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• EisnerAmpermajorGTM or Marketing PartnerBronze sponsor of the 2026 Centri Capital Conference at Nasdaq
• Baker TillymajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• ROTHmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• WithummajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• AonmajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• DLA PipermajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• Churchwell InsurancemajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• Wolf & Company, P.C.majorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• Zarif Law GroupmajorGTM or Marketing PartnerPromotional sponsor of the 2026 Centri Capital Conference at Nasdaq
• MarketrimajorGTM or Marketing PartnerSponsor of the 2026 Centri Capital Conference at Nasdaq
• Dextego IncmajorGTM or Marketing PartnerPromotional sponsor of the 2026 Centri Capital Conference at Nasdaq

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Cherry Bekaert: Cherry Bekaert is a top-25 U.S. accounting and advisory firm serving middle-market clients with comparable service offerings in audit, tax, advisory, and risk. Direct competitor for mid-market IPO readiness, M&A advisory, and outsourced CFO services.
• CBIZ: CBIZ is a large U.S. business advisory firm offering accounting, tax, advisory, and technology consulting to mid-market clients across industries including financial services, life sciences, and technology. Similar advisory mix and client base to Centri. Conference sponsor.
• Wolf & Company: Wolf & Company is a New England-based accounting and advisory firm offering audit, tax, business advisory, and risk services with a comparable mid-market client mix. Direct peer in advisory services, and a sponsor of Centri's Capital Conference.
• EisnerAmper: EisnerAmper is a top-20 U.S. accounting and advisory firm with comparable service lines (audit, tax, advisory, risk) and a similar client mix spanning financial services, life sciences, technology, and private equity. Direct peer to Centri in mid-market advisory, and a sponsor of Centri's Capital Conference.
• Baker Tilly US: Baker Tilly is a top-10 U.S. accounting and advisory firm offering advisory, tax, and assurance with strong practices in capital markets, life sciences, and private equity. Closely comparable in size, service breadth, and industry verticals to Centri. Conference sponsor.
• WithumSmith+Brown: Withum is a top-30 U.S. accounting and advisory firm with comparable mid-market client focus and strong practices in technology, life sciences, and financial services. Direct competitor in Centri's core vertical set. Conference sponsor.
• Marcum LLP: Marcum is a top-15 U.S. accounting and advisory firm with strong practices in SEC services, IPO readiness, technical accounting, and industry verticals including financial services, life sciences, and technology. Closely comparable service mix and target market to Centri.

Broad incumbents

• BDO USA: BDO USA is a top-5 U.S. accounting firm with full-service audit, tax, and advisory capabilities serving middle-market companies. Significantly larger than Centri but competes head-to-head in IPO readiness, M&A advisory, and industry-specialized advisory.
• RSM US: RSM US is the largest U.S. mid-market accounting and advisory firm with a comprehensive service portfolio spanning audit, tax, and consulting across industries. Larger and broader than Centri but directly overlapping on technical accounting, IPO readiness, and PE/VC advisory work (Erik Gauthier, Centri Managing Director, previously held a Director role at RSM US).
• Grant Thornton US: Grant Thornton is a top-6 U.S. accounting and advisory firm offering audit, tax, and advisory services with strong practices in technology, life sciences, and financial services. Comparable in advisory scope and industry verticals but materially larger scale than Centri.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@centribusinessconsulting
• Facebookfacebook.com/CentriConsulting
• LinkedInlinkedin.com/company/centri-business-consulting-llc
• Instagraminstagram.com/centriconsulting
• Xx.com/CentriConsult

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Centri Business Consulting