JDT Advisory
Successful Wealthpreneurs keep risk mitigation in mind while managing all aspects of their financial lives. They know that potential risks like the 5 D’s can become reality for even the most well-managed businesses. For multi-owner businesses, these risks are often addressed through a buy-sell agreement. An undercover ownership transition planA buy-sell agreement is a contract among the owners of …
Successful Wealthpreneurs view their business from the perspective of an investor. As the owner of your business, you are a current investor! Think of prospective buyers as future investors. Not all investors see a business the same way. Financial buyers and strategic buyers might have differing opinions. How might future investors look at your business? And more importantly, how should current investors see it? Smile for …
When my daughter was in preschool, I spent many nights reading to her about the adventures of princesses like Ariel, Aurora, Belle, and Rapunzel. Girl Dads know when you read these stories enough times, you know them by heart! But fairy tales are not just for little ones. Let’s meet a Wealthpreneur who is the hero of …
For many Wealthpreneurs, the value of their business is 80% or more of their personal financial net worth. Thinking about your business as an asset rather than a business is essential to growing your business value. But if your business is an asset, what makes a business valuable? Wealthpreneur Lesson Chris Snider Explains Intangible Assets Chris Snider, CEO of the …
