PRIVATE CEO ADVISORY
Work directly with Wade Carpenter.
The highest level of support I offer — one-to-one strategic advisory for construction company owners ready for their next level.
You've built a real business, and you're ready to take it to the next level.
That's the point where a book or a course, as good as they are, gives way to something more hands-on. Someone in the business with you, looking at your real numbers, finding what's holding you back, and helping you make the big calls before they get expensive.
That's what this engagement is.
This is the most direct, hands-on way to work with me — one-to-one strategic advisory built around a single goal:
Building a construction company that is permanently more profitable, more valuable, and less dependent on its owner.
For more than two decades, I've worked with construction companies to improve cash flow, increase profitability, build financial systems, and help owners gain real confidence in their numbers. Now I make a limited amount of time available each year to work directly with a handful of owners.
Built for owners who are ready to build a better business.
This program is designed for construction company owners who:
- Generate roughly $3 million or more in annual revenue.
- Are committed to building a better business — not just working harder.
- Want to make decisions using reliable financial information.
- Are open to challenging assumptions and changing how they operate.
- Value experience over theory.
Every engagement is customized.
Depending on your business, we'll focus on the things that move the needle most:
Financial Performance
- Profit improvement
- Cash flow
- Job costing
- Overhead analysis
- Pricing strategy
- Financial reporting
- KPIs
- Budgeting & forecasting
Business Strategy
- Organizational structure
- Leadership development
- Accountability
- Growth planning
- Hiring decisions
- Succession planning
- Exit preparation
- Acquisitions
Systems & Technology
- AI opportunities
- Automation
- Financial dashboards
- Workflow improvements
- Operational systems
- Management reporting
And whatever matters most.
Sometimes the biggest issue isn't on any list. It's the decision that's keeping you awake at 2:00 a.m. Those are often the conversations that create the greatest value.
A clear roadmap first. Then we execute it together.
Initial Business Assessment
We begin with an in-depth review of your company. Together we'll identify:
- What's working
- What's slowing growth
- Where cash is leaking
- The biggest opportunities available
- The priorities that deserve your attention first
You'll leave with a clear roadmap — not another binder that sits on a shelf.
Ongoing Strategic Advisory
Over the next six months we work together to execute that plan. You'll have:
- Scheduled strategy sessions
- Direct access when important decisions come up
- Practical guidance focused on implementation, not theory
When something important happens, you won't have to wait until the next meeting.
Most advisors bring one discipline. I bring them together.
- Some advisors understand accounting.
- Some understand construction.
- Some understand leadership.
- Some understand technology.
My goal is to bring all of those together — combining financial strategy, operational systems, Profit First principles, real construction experience, and modern AI tools to build a company that's stronger, more profitable, and easier to run.
Straightforward terms.
Because every business is different, each engagement begins with a discovery conversation to determine whether we're a good fit.
I intentionally limit the number of private advisory clients I take on. That's what lets me give each owner the attention they deserve. When all positions are filled, new applicants are added to a waiting list.
This isn't right for everyone — and that's the point.
Probably NOT right for you if…
- You're shopping mainly on price.
- You want someone to tell you only what you want to hear.
- You're unwilling to share accurate financial information.
- You're hoping for quick fixes instead of long-term improvements.
- You're not prepared to implement change.
It may be exactly right if…
- You know your business has another level in it.
- You know your numbers could be stronger.
- You know your systems could be better.
- You want someone who's already helped construction companies solve these problems working alongside you.
Every engagement begins with a short application.
If it looks like we're a good fit, we'll schedule a conversation to talk through your business, your goals, and whether this program makes sense for both of us. If we're not the right fit, I'll do my best to point you toward a resource that is.
Start your applicationBecause the right advisor should never be chosen by accident.
Not sure this is the right fit yet? That's okay. Many owners start with the group course, The Permanently Profitable Contractor, or a free consultation to talk through where your business is today.