We are excited to meet with you! Please complete this form to help us understand your unique needs and prepare for your meeting with David Thach, CPA, CEPA. Your Name(Required) First Last Email(Required) Mobile Phone(Required)Company Name(Required) Company Website(Required) Business Phone(Required)Company Annual Revenue(Required) $1 million – $5 million $5 million – $10 million $10 million – $25 million $25 million – $50 million $50 million – $100 million More than $100 million How did you hear about JDT Advisory? (check all that apply)(Required) Our newsletter, The Saturday Wealthpreneur Our website LinkedIn A friend, family member, or colleague Other I am interested in… (check all that apply)(Required) Business growth advisory Tax advisory CFO services Family office services Which of the following have you completed within the last 2 years? (check all that apply)(Required) Business valuation (written) Business benchmark versus industry analysis 3 Gaps analysis (profit, value, and wealth) Tax checkup Business risk assessment Business exit readiness or ownership transition analysis None of the above Which of the following concern you? (check all that apply)(Required) I am not sure what my business is worth. I do not have an exit/transition plan for my business. I am not sure if I am overpaying my taxes. I do not know whether the sale of my business will generate enough money for me to retire. I am not able to use my accounting data to generate actionable reports. I do not have enough time/expertise to handle all the financial, tax, and strategic planning for my business. I have some advisors, but they are not in alignment with each other. I do not have a comprehensive plan that aligns my business, financial, and personal goals. I do not know how to grow my business to meet my goals. What additional questions or concerns would you like to discuss?(Required)