Trade Advantage Consulting Group
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TAC Business Owners Board

You don't have to make every important business decision alone.

A private peer advisory Board for a small group of ambitious Plumbing, Electrical and HVAC business owners.

3–5 owners. Real numbers. Candid discussion. Clear priorities. Accountability.

Why It Exists

Running a successful business can be lonely.

As the business grows, so does the size of the decisions — management, hiring, marketing, margins, locations, cash, structure and where the owner should spend their time.

Employees can give opinions. Suppliers can give advice. Friends and family can support you. Very few people truly understand what it feels like to own and lead a multi-million-dollar trade business.

Not a Networking Group

This is a working Board.

No selling to other members. No passive participation. No hiding from the numbers.

Every member contributes.
Every member is challenged.
Every member is accountable.

What Happens in the Room

Business performance, openly reviewed.

Financial Performance

Revenue, gross profit, operating profit, cash and performance against plan.

Sales & Operations

Leads, booking, conversion, average sale, technician productivity and marketing return.

People & Leadership

Managers, hiring, retention, structure, accountability and leadership development.

Strategy

Growth, locations, service lines, capital allocation, owner priorities and long-term direction.

The Accountability Cycle

No forgotten action plans.
1
Report

What happened?

2
Review

Did you deliver?

3
Diagnose

What are the numbers saying?

4
Challenge

What aren’t you seeing?

5
Decide

What matters next?

6
Commit

What will you deliver?

Experience Across the Growth Journey

Advice shaped by businesses that have actually grown.

The Board is built on the same disciplines TAC uses in long-term advisory relationships: clear numbers, clear priorities, stronger leaders and consistent execution.

Long-term client
$1.4m → $25m
Client growth
$1.2m → $10.4m
Who Belongs in the Room

The quality of the Board matters more than filling every seat.

The strongest members are owners who can put their numbers on the table, talk candidly about what isn’t working, accept challenge and execute between meetings.

Good Board-member mindset:

“Here are my numbers. Here is where I need help. Tell me what you see.”