Strategic guidance to help your plumbing or heating business reach its full potential


Growing a plumbing or heating business takes more than technical skill. It requires strategic thinking, financial planning, and the confidence to make bold decisions. Our business advisory service provides the expert guidance and accountability you need to move from where you are today to where you want to be. Whether you are looking to increase turnover, improve margins, or build a business that runs without you, we can help.

Strategic Business Planning for Trade Businesses

Every successful plumbing and heating business needs a clear plan. We work with you to define your goals, analyse your current position, and create a roadmap for achieving sustainable growth. This includes setting realistic revenue and profit targets, identifying your most profitable services and customer segments, developing pricing strategies that reflect the true value of your work, planning for capital investment in vehicles, tools, and premises, and creating contingency plans for economic downturns or industry changes.

Financial Analysis and Profit Improvement

Many plumbing and heating businesses are busier than ever but struggle to translate that activity into profit. We dig into your numbers to identify exactly where your money is going and where opportunities exist to improve your bottom line. Common areas where we help our trade clients include reducing material costs through better supplier negotiations, improving job costing and estimating accuracy, managing overhead costs more effectively, optimising your pricing for different types of work, and improving cash flow through better invoicing and credit control.

Building a Business That Works Without You

Too many plumbing and heating business owners are trapped in the day-to-day operations, unable to step away without everything falling apart. We help you build systems, processes, and team structures that allow your business to operate independently. This is the foundation for true growth and eventually, if you choose, a profitable exit. Aaron McLeish’s Systems Handbook provides a practical framework for achieving this transformation.

Accountability and Ongoing Support

Having a plan is one thing. Executing it is another. Our advisory service includes regular check-ins where we review your progress, discuss challenges, and adjust your strategy as needed. Think of us as your business partner, someone who genuinely cares about your success and holds you accountable for achieving your goals. We combine financial expertise with practical trade industry knowledge, giving you advice that is both strategically sound and operationally realistic.

Ready to Take Your Business to the Next Level?

Contact Aaron McLeish today to discuss how we can support your plumbing and heating business.

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Frequently Asked Questions

Is business advisory different from accounting?

Yes. While accounting looks backwards at what has already happened, business advisory looks forwards. We use your financial data to help you plan, make better decisions, and achieve specific growth objectives.

How often will we meet?

Most of our advisory clients have monthly or quarterly meetings, depending on their goals and the pace of change in their business. We also provide ad-hoc support between meetings whenever you need it.

Do I need to be a certain size to benefit from advisory services?

Not at all. Whether you are a one-person operation looking to take on your first employee or a growing team of ten looking to scale further, business advisory adds value at every stage.

What results can I expect from business advisory?

Our clients typically see improved profitability, better cash flow management, clearer business direction, and reduced stress. The specific results depend on your starting point and goals.

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