• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
JDT Advisory logo

JDT Advisory

  • Start
  • Services
  • Success Stories
  • About
  • Insights
  • Work With Us

David Thach, CPA, CEPA

Back view of business man looking at wall of graphs

The One Number You Need to Know

If you’re trying to figure out what your business might be worth, it’s helpful to consider what acquirers in today’s market environment are paying for companies like yours. A little internet research will probably reveal that similar businesses trade for a multiple of your pre-tax profit, which is Sellers Discretionary Earnings (SDE) for a small …

Read moreThe One Number You Need to Know
Town in Sweden with buildings in foreground and mountains in background

The Switzerland Structure

One of the eight factors that impact the value of your company is something the team at The Value Builder System refers to as “The Switzerland Structure,” which emphasizes the importance of business independence. It cautions against excessive reliance on any single entity, whether suppliers, employees, or customers. While many business owners recognize the risks …

Read moreThe Switzerland Structure
Collage of photos of business people with city skyline background

Virtual Family Office:  The Next Right Thing?

“Do the next right thing.” — Emily P. Freeman, Bestselling Author: the Next Right Thing “Vision is perhaps our greatest strength … it has kept us alive to the power and continuity of thought through the centuries, it makes us peer into the future and lends shape to the unknown.” — Li Ka-shing, Asian Billionaire …

Read moreVirtual Family Office:  The Next Right Thing?
Business people pointing to document and working on laptop

Managing Your Wealth Like A Business: Why You Need a Personal CFO

  “When I have enough money, I want to learn the intricacies of tax, estate, investment, and insurance planning.“ — Said Nobody, Ever The number of high net worth (“HNW”) families is growing rapidly.  Traditionally,   HNW families have included successful business owners, entrepreneurs, and high income earners who have achieved success in fields such …

Read moreManaging Your Wealth Like A Business: Why You Need a Personal CFO
  • Previous
  • Page 1
  • Interim pages omitted …
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next
Contact
  • (888) 494-2711

  • info@jdtadvisory.com

  • Contact Form

  • P.O. Box 2046

    Colleyville, TX 76034

Resources
  • Insight articles
  • Business Benchmark Report
  • 5 Wealthpreneur Secrets guide
  • Reasonable Compensation eBook
  • The Exit Planning Guide
Quick Links
Subscribe to Newsletter 
  • Client Success Stories
  • Disclaimers

  • LinkedIn
  • Link
  • Mail

Copyright © 2025 · All Rights Reserved · JDT Advisory LLC