Please complete this form to ensure we fully understand your needs. David Thach, CPA, CEPA will use the information you provide to prepare for your Strategy Session. 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 What general topic would you like to discuss?(Required) General business growth advisory General tax advisory CFO services Exit planning/Ownership transfer planning Reducing taxable gains when selling a business or asset Wealth transfer planning Family office services Asset allocation/Alternative investments IRS Wealth Squad/IRS audit risk Other (Please explain in additional information section) 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 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 What issues or concerns would you like to discuss during your Strategy Session?(Required)