Growth | Tax | Exit | CFO | Family Office
Holistic Advisory for Private Business Owners
Build business value. Minimize taxes. Create your future.
TAX ALERT: June 6, 2024
Affects companies that have redemption agreements within their buy-sell agreement funded by life insurance
Wealthpreneur = Wealth + Entrepreneur
High Impact Business, Financial, and Personal Advisory
We leverage our business and tax planning expertise to help Wealthpreneurs grow their businesses and their wealth.
Who We Are
David Thach, CPA, CEPA is the founder and CEO of JDT Advisory. David has over 25 years of advisory experience serving business owners and high net worth individuals including members of the Forbes 400. His expertise includes family strategic planning, business growth, taxation, wealth transfer, and exit planning.
His passion for serving high impact clients led him to develop the Wealthpreneur 360 System to simplify and clarify the pursuit of wealth accumulation for owners of privately held companies.
What We Do
We help owners of privately held companies, entrepreneurs, affluent families, and high net worth individuals achieve their dreams through holistic advisory services.
We get to know you and your business personally so you can receive the advice you need. We help you align your business, financial, and personal goals to maximize the impact of our advisory services. We create a customized roadmap for success that decreases your risk and maximizes potential value. Our services are focused on achieving results that are both tangible and significant.
Are you a Wealthpreneur?
If so, welcome! Wealthpreneurs are private business owners pursing wealth accumulation. Our products and services cater to people like you: high impact individuals and their families.
Our founder spent thousands of hours with Wealthpreneurs and learned that highly successful Wealthpreneurs think differently.
Even if you don’t currently possess these traits, you can develop them! If you aspire to become a highly successful Wealthpreneur, download our founder’s guide, 5 Secrets of Highly Successful Wealthpreneurs.
in 2024, Wealthpreneurs own more than 66 Million businesses in the U.S.
We help business owners avoid these common pitfalls
65%
have no personal readiness plan
50%
do not regularly track business value
70%
have no formal estate plan
73%
will exit their business within the next 10 years
78%
have no formal transition advisory team in place
82%
have not completed a formal, pre-transition value project
Tangible and Significant Client Results
start your Wealthpreneur Journey!
The Saturday Wealthpreneur Newsletter
Stay updated with weekly insights on business growth, tax strategies, wealth strategies, and transition planning written by David Thach, CPA, CEPA.
Insights
Do You Know Your 3 Gaps?
Like many Wealthpreneurs, you have probably wondered how much your business is worth. Beyond that, you may have considered how your company …
Are You Suffering From Tax Drag?
Many Wealthpreneurs are interested in building wealth through business ownership and selective investments in both public and private market assets. …
Secrets of Your Deal Dance
Fictional Wealthpreneur Patton Thorne is sitting across the table from his daughter, Nicole Thorne. The Thornes are meeting with their …
Energize your Mind
5 Secrets of Highly Successful Wealthpreneurs
David Thach, CPA, CEPA shares key insights from over 25 years of advising high-impact Wealthpreneurs. These 5 actionable secrets can help you tap into your hidden potential and reach your biggest goals!
