Jdt Advisory Llc

YOU are a successful business owner. YOU are ready to transition your business to the next step in your ownership journey, but you are rightfully concerned that the team who got you this far is not the team to take you to the next level. YOU might be asking yourself questions like the following: • Do you have a firm grip on the value of your business? • Is your business in growth mode? • Do you want to acquire a new business? • Would you like to accelerate the value of your business? • Do you want to transition ownership to the next generation? • Do you want to position your business for sale to a third party? • Do you want to acquire a new business? • Do you know your current individual net worth? • Do you have a personal plan for after the transfer of ownership event? • Do you have regular discussions regarding suitable advanced tax planning strategies? • Have you engaged in a confidential discussion regarding wealth transfer planning alternatives? This is where JDT Advisory comes in. We speak the language of business owners and multi-generational families as well as the foreign languages spoken by their tax advisors, lawyers, wealth transfer planners, financial advisors, high-value insurance advisors, and real estate private equity partners. We can even speak family office if you are so inclined. In our experience affluent business owners and their families are frequently underserved by their advisors. Conflicts of interest and lack of coordination produce bad outcomes for many otherwise highly successful families. YOU deserve a holistic approach customized to your needs. If YOU are ready to experience Next Level Service, please contact our CEO for a personal consultation. David Thach, CPA, CEPA david@jdtadvisory.com