Wine Geek. Theater Geek. Marketing Geek.
Owner of two advisory firms: NW Business Advisors and The Prepared Group
Former marketer, serving clients in industries ranging from Theater & Opera to Wine to Health & Wellness to Professional Services and Home Services.
And here’s what my LinkedIn profile says (in case you want to go deeper)…
๐ด๐๐๐ 7-8 ๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐ ๐
๐๐’๐ ๐๐๐๐ ๐ ๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐.
๐ป๐๐๐ ๐๐๐๐ ๐ ๐๐๐๐ ๐๐๐๐๐๐๐.
For manufacturing, industrial, and serviceโbased companies, those leaks usually show up as:
โข Inefficient tax structures
โข Bloated technology and vendor costs
โข Broken handoffs between departments
โข Legal exposure no one notices
I help businesses in these sectors find that money, plug the leaks, and turn chaos into predictable growth.
๐ช๐ต๐ฎ๐ ๐ ๐๐ฐ๐๐๐ฎ๐น๐น๐ ๐๐ผ
I diagnose where cash is hiding or bleeding inside manufacturing, industrial, and serviceโbased operationsโฆ then bring in the right specialists to fix it.
Hereโs how that looks in practice:
๐ญ. ๐ฅ๐ฒ๐๐ฒ๐ป๐๐ฒ ๐ฆ๐๐๐๐ฒ๐บ๐ (๐ก๐ผ ๐๐ฒ๐ฟ๐ผ๐ถ๐ฐ๐ ๐ฅ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐ฑ)
If growth feels harder than it should, itโs rarely marketing.
Itโs misalignment.
I help install simple, repeatable systems that:
โข Capture more revenue from existing demand
โข Remove conversion bottlenecks slowing cash flow
โข Increase lifetime value through retention strategies
โข Turn happy clients into a predictable referral engine
Same business. Same leads. More money kept.
๐ฎ. ๐ฅ๐ฒ๐ฐ๐ฎ๐ฝ๐๐๐ฟ๐ฒ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ฌ๐ผ๐โ๐ฟ๐ฒ ๐๐น๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐ข๐๐ฒ๐ฑ
Most owners are shocked by how much theyโre overpaying โ legally.
I help implement solutions like:
โข Payroll tax reductions that cut FICA while providing $0-out-of-pocket medical care (avg. $600+ per employee/year)
โข Federal incentives and credits most CPAs never mention
โข Depreciation acceleration strategies for property owners
๐ฏ. ๐ฅ๐ฒ๐ฑ๐๐ฐ๐ฒ ๐๐ฒ๐ด๐ฎ๐น & ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐
๐ฝ๐ผ๐๐๐ฟ๐ฒ
Most companies donโt recognize their biggest riskโฆ until itโs personal.
I help owners:
โข Properly separate business and personal assets
โข Build business credit tied to EINs, not SSNs
โข Access affordable legal support without hourly billing
Fewer surprises. More control.
๐ฐ. ๐๐๐ ๐ข๐๐ฒ๐ฟ๐ต๐ฒ๐ฎ๐ฑ ๐ช๐ถ๐๐ต๐ผ๐๐ ๐๐ฟ๐ฒ๐ฎ๐ธ๐ถ๐ป๐ด ๐ข๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐
I also help free up cash by:
โข Reducing internet, network, and technology costs (often 20โ30%)
โข Simplifying vendor sprawl as you scale
โข Providing real identity restoration support handled by licensed professionals
๐ช๐ต๐ผ ๐ ๐ช๐ผ๐ฟ๐ธ ๐ช๐ถ๐๐ต
Owners and financial leaders of 7โ8 figure manufacturing, industrial, & serviceโbased companies who:
โข Suspect money is leaking but canโt see where
โข Feel growth has become unnecessarily complex
โข Want clarity โ not more software or sales hype
๐จ david@thepreparedgroup.com
๐
thepreparedgroup.com/d
