CircleMakers
CircleMakers, LLC operates Next Chapter Family Business Advisors, a US consulting firm advising family businesses and multi-generational enterprises on strategy, succession, governance, and next-generation leadership through bespoke advisory engagements.
- Company typePrivate
- Founded2013
- HeadquartersMarietta, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What CircleMakers does
CircleMakers, LLC is a US private professional services firm that operates its consulting practice under the trade name "Next Chapter Family Business Advisors." The firm advises family businesses, multi-generational family enterprises, and privately held companies on the lifecycle challenges of continuity — strategy and long-term planning, exit and transition planning, next generation leadership development, and family communication and governance. Its proprietary differentiator is a documented process for developing family constitutions that serve as governance toolsets, roadmaps, and intergenerational anchors, with one disclosed client reporting a 30% increase in business valuation attributable to the engagement.
The firm's commercial model is high-touch consultative advisory: customer acquisition is driven entirely by a "Schedule a Call" CTA on a content-led website, with no self-serve product, marketplace, or reseller distribution. Revenue is generated through bespoke professional services engagements rather than productized offerings, and no pricing is publicly disclosed. The firm operates as a single legal entity (CircleMakers, LLC, domiciled in Georgia) with Next Chapter Family Business Advisors as a wholly-owned operating brand, has no disclosed subsidiaries beyond that brand, and has no technology platform, no app, and no AI/ML capability disclosed.
Geographically, the firm is anchored in the Southeast US, with an operating address in Greensboro, GA and a principal city listing of Marietta. The addressable market is framed around the statistic that only 12% of family businesses survive to the third generation, which positions the offering against succession failure, governance gaps, and value erosion during generational transitions. There is no evidence of funding rounds, acquisitions, partnerships, patents, regulatory actions, or senior leadership hires in the input.
CircleMakers firmographics
Firmographics- Name
- CircleMakers
- Legal name
- CircleMakers, LLC
- Website
- https://circlemakers.co
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CircleMakers, LLC operates Next Chapter Family Business Advisors, a US consulting firm advising family businesses and multi-generational enterprises on strategy, succession, governance, and next-generation leadership through bespoke advisory engagements.
- Ownership category
- akta.pro rank
CircleMakers industry classification
Industry- Product category
- Family Business Advisory Services
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Business & Succession Advisory (FSAAADAL)
- akta.pro secondary industry
- Next-Gen Education & Family Learning Programs (FSAAADAM)
Keywords
Where CircleMakers is headquartered
LocationHeadquarters
- HQ city
- Marietta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CircleMakers business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Family Business Advisory and Consulting Services: The firm generates revenue through advisory and consulting engagements with family businesses, multi-generational family enterprises, and privately held companies. Services include family business strategy, exit and transition planning, next generation leadership development, and family governance consulting. Revenue is derived from professional services engagements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
CircleMakers product offering
Product offeringCore offering
CircleMakers, LLC operates the Next Chapter Family Business Advisors practice, which delivers advisory and consulting services to family businesses, multi-generational family enterprises, and privately held companies. The firm provides four core consulting engagements: family business strategy and long-term planning, exit and transition planning, next-generation leadership and team development, and family communication and governance (including proprietary family constitution development).
Product overview
Next Chapter Family Business Advisors, operating under CircleMakers, LLC, offers a portfolio of consulting services designed to help family businesses survive and thrive across generations. The service offering consists of four core consulting areas: Family Business Strategy and Planning, Family Business Exit & Transition Planning, Next Generation Leadership & Team Development, and Family Communication and Governance. These services work together to address the lifecycle challenges of family enterprises, from long-term strategic planning through succession and transition.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Business Strategy and Planning Consulting engagement for family business owners and leadership teams to develop a long-term strategic plan that honors the family's legacy, embraces innovation, and builds a thriving multi-generational enterprise.
- Family Business Exit & Transition Planning Advisory engagement to help family business owners navigate the sale or transition of their business, maximizing value realization and preserving the family's legacy through the process.
- Next Generation Leadership & Team Development Consulting engagement to facilitate the transition of leadership from one generation to the next and develop next-generation leadership teams within family businesses.
- Family Communication and Governance Advisory engagement to establish clear communication frameworks and strong governance structures for family businesses, including the firm's proprietary process for developing a family constitution as a governance toolset and roadmap.
Quantifiable outcome
- 30% increase in business valuation reported by a medium-size manufacturer and family business client after engaging Next Chapter's services.
Companies that use CircleMakers
Customer profileSegments3 records
Ideal customer profiles2 records
CircleMakers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CircleMakers partnerships and signals
Strategic signalScale indicators2 records
Recent moves3 records
Expansion highlights3 records
CircleMakers competitors and assessment
Company assessmentBroad incumbents
- EY-Parthenon Family Business Services: Global advisory firm with family business and family office offerings spanning succession planning, governance, and transaction advisory. Comparable at the client-segment level, with broader service breadth and significantly greater scale.
- Cambridge Associates: Investment advisory firm serving families, family offices, and endowments with governance and next-generation education programs. Comparable client base (wealthy families/family enterprises) with overlap on family governance and continuity themes.
- BDO USA Private Family Business Services: Major accounting/advisory network with a dedicated family business practice offering succession, governance, and tax/wealth advisory. Serves the same client segment as Next Chapter but as part of a broad professional services portfolio with deeper resources.
Direct peers
- The Family Business Consulting Group (BDO Family Business Services): Specialist family business consulting firm (now part of BDO USA) offering succession planning, governance, and next-generation advisory. Direct competitor to Next Chapter with overlapping service lines and target client profile of multi-generational family enterprises.
- Family Business Institute (Thomas David Management): Advisory firm focused on family business strategy, governance, succession, and family dynamics. Highly comparable in service offering, target client, and methodology-based approach to multi-generational family enterprise advisory.
- Palladium Business Advisors: Family business advisory firm focused on exit planning, succession, and governance for privately held and family-owned companies. Directly comparable in scope of services, client segment (family enterprises), and consultative GTM motion.
- Graybridge International: Consulting firm specializing in family business continuity planning, family council development, and next-generation leadership. Closely comparable niche positioning and service mix to Next Chapter.
Others
- JPMorgan Private Bank Family Office & Family Legacy Services: Wealth manager offering family legacy, governance, and next-generation education services to ultra-high-net-worth families. Thematically adjacent with overlap on multi-generational planning, but serves primarily through wealth management relationships rather than family business advisory.
- MassMutual Family Business Program: Insurance/financial services firm with a dedicated program supporting family-owned businesses with succession planning and continuity resources. Adjacent rather than directly competitive, but targets the same family business decision-maker.
Regional players
- Conway Center for Family Business: Ohio-based nonprofit supporting family-owned businesses through education, peer groups, and resources. Comparable target audience (family enterprises) with overlapping themes of governance, succession, and continuity, though delivered as membership/education rather than bespoke advisory.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
CircleMakers social profiles
Digital presenceCircleMakers financial estimates
Financial estimateRevenue estimate
Valuation estimate
CircleMakers leadership team
Management profileNumber of profiles
CircleMakers subsidiaries and ownership
Company hierarchySubsidiaries1 record
CircleMakers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CircleMakers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CircleMakers
What does CircleMakers do?
CircleMakers, LLC operates the Next Chapter Family Business Advisors practice, which delivers advisory and consulting services to family businesses, multi-generational family enterprises, and privately held companies. The firm provides four core consulting engagements: family business strategy and long-term planning, exit and transition planning, next-generation leadership and team development, and family communication and governance (including proprietary family constitution development).
Is CircleMakers a public or private company?
CircleMakers is a private company. It is classified as unknown and is currently operating.
When was CircleMakers founded?
CircleMakers was founded in 2013. It employs 51 to 100 people.
Where is CircleMakers based?
CircleMakers is headquartered in Marietta, United States, in the North America region.
How does CircleMakers make money?
One revenue line is on record: family Business Advisory and Consulting Services.
Who are CircleMakers's main competitors?
Broad incumbents on record are EY-Parthenon Family Business Services, Cambridge Associates and BDO USA Private Family Business Services. Direct peers are The Family Business Consulting Group (BDO Family Business Services), Family Business Institute (Thomas David Management), Palladium Business Advisors and Graybridge International. Others are JPMorgan Private Bank Family Office & Family Legacy Services and MassMutual Family Business Program. Conway Center for Family Business is listed as a regional player.
Does CircleMakers have an API?
No public API is recorded for CircleMakers.
What industry is CircleMakers in?
CircleMakers's product category is Family Business Advisory Services. Its primary akta.pro industry code is FSAAADAL, Family Business & Succession Advisory, with a secondary code of FSAAADAM, Next-Gen Education & Family Learning Programs. Its NAICS code is 54161 and its SIC code is 8742.