JDT Advisory
Like many Wealthpreneurs, you have probably wondered how much your business is worth. Beyond that, you may have considered how your company stacks up against similar businesses. When a fellow business owner in the same industry tells you he just sold his company for millions of dollars, you wonder, Could I sell my business for that much? The …
Many Wealthpreneurs are interested in building wealth through business ownership and selective investments in both public and private market assets. One such Wealthpreneuris our fictional friend Patton Thorne. He and his daughter Nicole are meeting with their CPA to discuss “tax-aware” investing. This investment perspective is important to consider whether you’re making new investments or planning to harvest …
Fictional Wealthpreneur Patton Thorne is sitting across the table from his daughter, Nicole Thorne. The Thornes are meeting with their Certified Exit Planning Advisor (CEPA) to discuss the future of Precision Manufacturing LLC, an operating subsidiary of their diversified family holding company. Precision is a specialty manufacturer of original equipment parts used by several large North American …
After his recent discovery of the power of charitable remainder trusts (CRTs), fictional Wealthpreneur Patton Thorne is interested in learning about a new tax planning technique: intrafamily loans. In a recent tax planning meeting, Patton’s CPA explained an intrafamily loan is a financial arrangement between two family members where one is lending and the other is borrowing. But Patton …
