JDT Advisory

The best place to start

Ready to take your business to the next level?

It’s time to ACCELERATE!

Accelerate is a program that helps you gain a clear understanding of key aspects of your business so you can grow and increase the value of your business.

Business owners like you gain immediate insight from comprehensive reports as well as benchmarking your business versus other companies in your industry. We calculate your 3 Key Gaps (profit, value, and wealth) to identify the best strategies to help you reach your personal, financial, and business goals.

Jumpstart your business using real data and best-in-class tools combined with our 25 years of advisory experience.

Take the first step

For privately held business owners with Big Goals…

Accelerate will help you understand how your business is performing and the gaps in your profit, value and wealth.

Move to the Next Level

Advisory, Support, and Resources You Need

Trying to figure out the next step in an ocean of possibilities can be overwhelming. It doesn’t have to be! Our founder, David Thach, will help you align your business, financial, and personal goals using our proprietary Wealthpreneur 360 System. In about a month, you will understand the key strategies you need to help you reach your biggest aspirations.

  • Reporting

    We meet with you to gather information about you and your business and ensure the accuracy of financial data and information.

  • Analysis

    We determine how your business performs in 5 key areas, in projected scenarios, and compared to similar companies.

  • Alignment

    We align information from our 50+ page report and our 3 Key Gaps assessment with your business, financial, and personal goals.

  • Strategy

    We explore strategies with you that will help you reach your short term goals, your long term aspirations, and your overall personal endgame.

In JUST 30 days…

Discover How You Can Leap Forward

  • How much is my business worth?

  • How does my business compare to similar businesses?

  • How large are my 3 Key Gaps: profit, value, and wealth?

  • What are my business, financial, and personal risks?

  • How ready is my business to transition ownership?

Actionable Insights

The Accelerate comprehensive report includes:

  • 50+ Customized pages

  • Business valuation – actual & potential

  • 400 data points measured

  • 3 Key Gaps – profit, value & wealth

  • Scorecard format – overall & 5 areas

  • KPI’s to monitor

  • Business risk – 18 data points

  • Sustainable growth rate projection

  • Usable perspective on financials

  • Benchmark analysis vs similar businesses

  • Sell side due diligence quality

  • Exit readiness – ownership transferability

  • Includes non financial scorecard

  • Trend analysis – buyer’s perspective

The Accelerate Process

It’s easy! You will provide us with accurate data and share your goals and aspirations. We will handle the rest!

Accelerate is a fully virtual service for owners of privately held companies in the United States. We’d love to discuss how Accelerate can jumpstart your business! Follow the steps below to get started.

  • Qualify

    Complete an online form and set an appointment for an exploratory virtual meeting.

  • Meet

    Attend the meeting to explore if Accelerate is a good fit for you and receive pricing information.

  • Sign Up

    Complete onboarding process and collect information to begin the Accelerate program!

Get started

What Our Clients Experience

Not ready for Accelerate yet? Try this…

Get your Business Benchmark Report

Discover insights on your business value, potential value, and risks in about 15 minutes.

Diagnosis

Diagnose what may be holding you back from reaching your targeted business value.

Valuation

Estimate the value of your business compared to your industry so you can create a value growth plan.

Risks

Identify gaps and risks that may decrease the value of your business so you can reduce or eliminate them.

Potential

Estimate the potential value of your business and discover ways to bridge the gaps in your current plan.

Take the assessment