Operator & Advisor
Roll-ups and founder-led companies that outgrew their own structure. Ninety days embedded to find the constraint and rebuild around it.
Limited advisory availability · By application
Where these come from: a PE-backed roll-up of mechanical, electrical, and plumbing contractors integrated across multiple states. Prior embedded work — the practice applies the same method at a tighter scope. Read the full case →
Trained at Oracle·RSM US·University of Michigan
Advisory
Five kinds of friction, hiding in plain sight:
- Fractured reporting across entities and systems
- Software sprawl and broken integrations after acquisition
- Financial visibility that lags the business by weeks
- An operating cadence that no longer matches the company’s scale
- Handoff points where accountability blurs and performance leaks
These are not people problems. They are architecture problems. And they compound until someone goes inside and fixes them. Common questions about advisory →
Engage
Advisory is the core offering. Three free diagnostics exist to help you decide whether a conversation makes sense.
By application
Advisory Engagement
Ninety days embedded alongside your CFO or COO. Diagnostic, corrective work, and a handoff that sticks. A small number per year.
Free · Ten minutes
For Founders
Structural Advantage Index
Reads the founder, not the business. Ten questions across three axes: leverage, clarity, compounding. You get a triangle chart and an operator archetype.
Free · Five minutes
For Households
Household Diagnostic
Reads your personal financial architecture. Eighteen questions across seven structural pillars: obligations, fragility, capital, leverage, time, health, and network. You get a scored breakdown, a binding constraint, and an action plan.
Free · Fifteen to twenty minutes
For Businesses
Structural Audit
An operator’s audit of the business across six dimensions: personnel, accounting and finance, software stack, AI readiness, sales and marketing, operations. Weighted scoring, industry benchmarks, risk-ranked output.
How Engagements Work
Diagnostic
Two weeks embedded. Map the reporting structure, systems, and close cycle to isolate what is actually breaking.
Corrective phase
Ninety days alongside leadership. Restructure what needs restructuring and stabilize the changes.
Ongoing cadence
A lighter monthly rhythm to stabilize the gains and hand the business back clean.
About
Oracle taught Graham how enterprise systems create leverage at scale. RSM showed him the gap between how systems are configured and how the business actually runs. Five NetSuite certifications and seventy-plus implementations later, private advisory is where he puts it together. Nine years, one pattern: the org chart rarely tells you where the business is breaking.
Most businesses do not break where the owner is looking. They break in the structure underneath the revenue.
Writing
Graham writes Structural Advantage, published twice a week. Two tracks: one for operators running businesses at scale, one for high earners whose personal financial architecture is quietly working against them.
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