{"id":17,"date":"2020-07-21T12:05:54","date_gmt":"2020-07-21T17:05:54","guid":{"rendered":"https:\/\/demo.bizbudding.com\/prosper-corporate\/?page_id=17"},"modified":"2024-08-31T15:44:14","modified_gmt":"2024-08-31T20:44:14","slug":"home","status":"publish","type":"page","link":"https:\/\/jdtadvisory.com\/staging\/4959\/","title":{"rendered":"Home"},"content":{"rendered":"\n<div style=\"--cover-block-justify-content:center;\" class=\"wp-block-cover alignfull is-light has-custom-content-position is-position-top-left has-no-content-width has-xl-padding-bottom has-sm-padding-left\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-heading-background-color has-background-dim-60 has-background-dim\"><\/span><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1707\" sizes=\"auto, 100vw\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?resize=300%2C200&amp;amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?resize=768%2C512&amp;amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?resize=1024%2C683&amp;amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?resize=1536%2C1024&amp;amp;ssl=1 1536w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?w=1600&amp;amp;ssl=1 1600w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?w=2400&amp;amp;ssl=1 2400w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?w=2560&amp;amp;ssl=1 2560w\" class=\"wp-block-cover__image-background wp-image-3915\" alt=\"\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_1852961776-scaled.jpg?fit=300%2C200&#038;ssl=1\" style=\"--object-position:60% 27%;\" data-object-fit=\"cover\" data-object-position=\"60% 27%\"\/><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\"><div class=\"mai-columns\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:0px;--row-gap:0px;--align-columns:start;--align-columns-vertical:initial;\">\n<div class=\"mai-column is-column has-xxxl-padding\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 1;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 1;--flex-lg:0 0 var(--flex-basis);--justify-content:end;\">\n\n<p class=\"is-style-subheading has-secondary-color has-text-color has-link-color has-lg-font-size wp-elements-04cc9ed123c2a6a013637624430e398e wp-block-paragraph\">Growth | Tax | Exit | Wealth | CFO | Family Office<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-5592b001aad083408c54127a0bd3453f has-no-margin-left has-lg-max-width\">Holistic Advisory for <strong>Private Business Owners<\/strong><\/h2>\n\n\n\n\n<h5 class=\"wp-block-heading has-secondary-color has-text-color has-link-color has-lg-font-size wp-elements-726686a5f12358ff8ca1e4326090a374\">We help you get the most out of your wealth so you can focus on your life.<\/h5>\n\n\n\n<div style=\"height:61px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"is-style-secondary wp-block-button\" style=\"--button-border-radius:5px;\"><a class=\"wp-block-button__link button button-secondary wp-element-button\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/exploratory-conversation-pre-qualification-form\/\" style=\"border-radius:5px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Get Started<\/strong><\/a><\/div>\n\n\n\n\n<div class=\"is-style-outline wp-block-button--1\" style=\"--button-outline-color:var(--color-white);--button-outline-color-hover:rgba(0,0,0,0.8);--button-border-radius:5px;\"><a class=\"wp-block-button__link button button-outline   has-link-color wp-element-button\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/about\/\" style=\"border-radius:5px\"><strong>Why Us?<\/strong><\/a><\/div>\n\n<\/div>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"is-style-subheading wp-block-heading has-text-align-center has-primary-color has-text-color has-link-color has-xl-font-size wp-elements-4bea45a78982cdd84aeab1716f864357 has-xxxl-margin-top has-sm-margin-bottom\"><em>Wealthpreneur<\/em> = Wealth + Entrepreneur<\/h3>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-50cf4a1cb1a7656815b603d27bc3d379 has-sm-margin-top\">High Impact Business, Financial, and Personal Advisory<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-secondary-color has-alpha-channel-opacity has-secondary-background-color has-background\"\/>\n\n\n\n<h4 class=\"is-style-default wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-f491048080e0710bdce61640f503c66a has-md-max-width has-lg-margin-top\">We leverage our business and tax planning expertise to help <em>Wealthpreneurs<\/em> grow their businesses and their wealth.<\/h4>\n<\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"mai-columns has-xl-margin-top has-xl-margin-bottom\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xl);--row-gap:var(--spacing-xl);--align-columns:center;--align-columns-vertical:center;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"773\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=800%2C773&#038;ssl=1\" alt=\"\" class=\"wp-image-2895\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=300%2C290&amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=768%2C742&amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=1024%2C990&amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=1536%2C1485&amp;ssl=1 1536w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?w=1600&amp;ssl=1 1600w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?resize=2048%2C1980&amp;ssl=1 2048w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Who-We-Are.png?w=2400&amp;ssl=1 2400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n<\/div>\n\n<div class=\"mai-column is-column has-sm-padding\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:center;\">\n\n<h2 class=\"wp-block-heading\">Who We Are<\/h2>\n\n\n\n<p class=\"has-sm-max-width wp-block-paragraph\">David Thach, CPA, CEPA is the founder and CEO of JDT Advisory. <strong>David has over 25 years of advisory experience serving business owners and high net worth individuals including members of the <em>Forbes 400<\/em><\/strong>. His expertise includes family strategic planning, business growth, taxation, wealth transfer, and exit planning.<\/p>\n\n\n\n<p class=\"has-sm-max-width wp-block-paragraph\">His passion for serving high impact clients led him to develop the <em>Wealthpreneur 360 System<\/em> to simplify and clarify the pursuit of wealth accumulation for owners of privately held companies.<\/p>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-md-padding-top has-md-padding-bottom\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"mai-columns alignwide has-xl-margin-top has-xl-margin-bottom\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xxl);--row-gap:0px;--align-columns:start;--align-columns-vertical:initial;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:center;\">\n\n<h2 class=\"wp-block-heading\">What We Do<\/h2>\n\n\n\n<p class=\"has-md-max-width wp-block-paragraph\"><strong>We help owners of privately held companies, entrepreneurs, affluent families, and high net worth individuals achieve their dreams through holistic advisory services<\/strong>.<\/p>\n\n\n<ul class=\"mai-list has-columns has-lg-margin-bottom mai-list-icons mai-list-start\" style=\"--columns-xs:1 \/ 1;--columns-sm:1 \/ 1;--columns-md:1 \/ 3;--columns-lg:1 \/ 3;--flex-xs:0 0 var(--flex-basis);--flex-sm:0 0 var(--flex-basis);--flex-md:0 0 var(--flex-basis);--flex-lg:0 0 var(--flex-basis);--column-gap:var(--spacing-xxs);--row-gap:var(--spacing-xxs);--align-columns:center;--align-columns-vertical:center;--icon:url(&#039;https:\/\/jdtadvisory.com\/staging\/4959\/wp-content\/plugins\/mai-icons\/icons\/svgs\/regular\/check.svg&#039;);--icon-color:var(--color-primary);--icon-size:20px;--icon-padding:0px;--icon-gap:var(--spacing-xs);--icon-margin-top:-3px;--content-margin-top:0px;\">\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Business growth<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Financial strategies<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Ownership transition<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Tax strategies<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Wealth strategies<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Wealth transfer<\/p>\n\n<\/div><\/li>\n<\/ul>\n\n\n<p class=\"has-md-max-width wp-block-paragraph\">We get to know you and your business personally so you can receive the advice you need. <strong>We help you align your business, financial, and personal goals to maximize the impact of our advisory services<\/strong>. We create a customized roadmap for success that decreases your risk and maximizes potential value<strong>.<\/strong> Our services are focused on achieving results that are both tangible and significant.<\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_2014559786-closeup.jpg?w=800&#038;ssl=1\" alt=\"\" class=\"wp-image-3803\"\/><\/figure>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignwide\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"mai-columns alignwide has-xl-margin-top has-xl-margin-bottom\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xxl);--row-gap:0px;--align-columns:start;--align-columns-vertical:initial;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:center;\">\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk.jpg?resize=800%2C534&#038;ssl=1\" alt=\"\" class=\"wp-image-3805\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?resize=300%2C200&amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?resize=768%2C512&amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?resize=1024%2C683&amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?resize=1536%2C1024&amp;ssl=1 1536w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?w=1600&amp;ssl=1 1600w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Business-Man-at-Desk-scaled.jpg?w=2400&amp;ssl=1 2400w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n<\/div>\n\n<div class=\"mai-column is-column has-sm-padding\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:center;\">\n\n<h2 class=\"wp-block-heading\">Are you a <em>Wealthpreneur<\/em>?<\/h2>\n\n\n\n<p class=\"has-md-max-width wp-block-paragraph\">If so, welcome! <strong><em>Wealthpreneurs<\/em> are private business owners pursing wealth accumulation<\/strong>.  Our products and services cater to people like you: high impact individuals and their families.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Our founder spent thousands of hours with <em>Wealthpreneurs<\/em> and learned that highly successful <em>Wealthpreneurs<\/em> think differently. <\/strong><\/p>\n\n\n<ul class=\"mai-list has-columns has-lg-margin-bottom mai-list-icons mai-list-start\" style=\"--columns-xs:1 \/ 1;--columns-sm:1 \/ 1;--columns-md:1 \/ 3;--columns-lg:1 \/ 3;--flex-xs:0 0 var(--flex-basis);--flex-sm:0 0 var(--flex-basis);--flex-md:0 0 var(--flex-basis);--flex-lg:0 0 var(--flex-basis);--column-gap:var(--spacing-xxs);--row-gap:var(--spacing-xxs);--align-columns:center;--align-columns-vertical:center;--icon:url(&#039;https:\/\/jdtadvisory.com\/staging\/4959\/wp-content\/plugins\/mai-icons\/icons\/svgs\/solid\/circle.svg&#039;);--icon-color:currentColor;--icon-size:8px;--icon-padding:0px;--icon-gap:var(--spacing-xs);--icon-margin-top:0px;--content-margin-top:0px;\">\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Growth mindset<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Lifelong learning<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Longer term thinking<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Wealth = freedom<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Collaborative spirit<\/p>\n\n<\/div><\/li>\n\n<li class=\"mai-list-item is-column\" style=\"--icon-color:var(--color-primary);\"><span class=\"mai-list-icon-wrap\" role=\"presentation\"><span class=\"mai-list-icon\"><\/span><\/span><div class=\"mai-list-content\">\n\n<p class=\"wp-block-paragraph\">Proactive posture<\/p>\n\n<\/div><\/li>\n<\/ul>\n\n\n<p class=\"wp-block-paragraph\">Even if you don&#8217;t currently possess these traits, you can develop them! <strong>If you aspire to become a highly successful <em>Wealthpreneur<\/em>, <a href=\"https:\/\/pages.jdtadvisory.com\/5-wealthpreneur-secrets-guide\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">download our founder&#8217;s guide, <em>5 Secrets of Highly Successful Wealthpreneurs.<\/em><\/span><\/a><\/strong><\/p>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-primary-background-color has-background nfd-bg-effect-dots has-dark-background has-xl-content-width has-md-padding-top has-md-padding-bottom has-xxxxl-margin-bottom\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"is-style-subheading has-text-align-center has-white-color has-text-color has-link-color wp-elements-122ee5b3a48c212925238cba12bf53a5 has-lg-max-width wp-block-paragraph\">in 2024, <em>Wealthpreneurs<\/em> own more than 66 Million businesses in the U.S.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-white-color has-text-color has-link-color wp-elements-c904485f945e1229d4abfdfd5f90d6d2\">We help business owners avoid these common pitfalls<\/h2>\n\n\n\n<div class=\"wp-block-group alignwide has-md-content-width has-sm-padding-top\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"mai-columns alignwide\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xl);--row-gap:var(--spacing-xxl);--align-columns:start;--align-columns-vertical:initial;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-bc67dbd367ea77659985de8613c4a740\"><strong>65%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-b244bd35e78448a48d1c27dcce9ca125 wp-block-paragraph\"><strong>have no personal readiness plan<\/strong><\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-f5537b9abe408c58a944796299b2762d\"><strong>50%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-fdd2dba6ae9f1034f604d1a0efdb38ec wp-block-paragraph\"><strong>do not regularly track business value<\/strong><\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-db3bf64c5ae489e0f7561785f763c3b6\"><strong>70%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-8d54d7802addc768ddf8ee87ddddebb8 wp-block-paragraph\"><strong>have no formal estate plan<\/strong><\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-3b592c1ac88a56587580c66fa9f3e8f5\"><strong>73%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-a0c32e599c74b4f63fba2795031d429b wp-block-paragraph\"><strong>will exit their business within the next 10 years<\/strong><\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-738fe2e0ca8f36b55ce2bf81cfffce87\"><strong>78%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-ed65bf445aee793b3a77b3d36ac280bf wp-block-paragraph\"><strong>have no formal transition advisory team in place<\/strong><\/p>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 1;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 3;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 3;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<h2 class=\"wp-block-heading has-text-align-center has-secondary-color has-text-color has-link-color wp-elements-034336b00e019eaa09d6a51d8bd9ae54\"><strong>82%<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-white-color has-text-color has-link-color wp-elements-d0aa54e540ccd6c8aaf90bcbe92f2b28 wp-block-paragraph\"><strong>have not completed a formal, pre-transition value project<\/strong><\/p>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div>\n\n\n\n\n<div class=\"wp-block-group alignwide has-xs-padding-top has-xs-padding-bottom has-md-padding-left has-md-padding-right\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-center\">Tangible and Significant Client Results<\/h2>\n\n\n<div class=\"mai-grid alignwide entries entries-grid has-image-background has-xl-margin-top\" style=\"--entry-title-font-size:var(--font-size-lg);--aspect-ratio:4\/3;--align-text:center;--align-text-vertical:center;--entry-meta-text-align:center;\"><div class=\"entries-wrap has-columns\" style=\"--columns-xs:1 \/ 1;--columns-sm:1 \/ 2;--columns-md:1 \/ 4;--columns-lg:1 \/ 4;--flex-xs:0 0 var(--flex-basis);--flex-sm:0 0 var(--flex-basis);--flex-md:0 0 var(--flex-basis);--flex-lg:0 0 var(--flex-basis);--column-gap:var(--spacing-md);--row-gap:0px;--align-columns:start;\"><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first page type-page\" style=\"--entry-index:1;\" aria-label=\"A multi-million dollar increase at company sale\"><figure class=\"entry-image-link\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Shutterstock_1137099563-scaled.jpg?resize=400%2C300&amp;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Group of business people shaking hands and smiling\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Shutterstock_1137099563-scaled.jpg?resize=400%2C300&amp;ssl=1 400w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Shutterstock_1137099563-scaled.jpg?resize=800%2C600&amp;ssl=1 800w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Shutterstock_1137099563-scaled.jpg?resize=1200%2C900&amp;ssl=1 1200w\" sizes=\"auto, (max-width:599px) 599px, (min-width:600px) and (max-width: 799px) 399.5px, (min-width:800px) and (max-width: 999px) 249.75px, (min-width:1000px) 300px\" \/><\/figure><div class=\"entry-wrap entry-wrap-grid\"><a class=\"entry-overlay entry-overlay-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/middle-market-business-sale\/\" aria-labelledby=\"entry-title-1\"><\/a><h3 class=\"entry-title\" id=\"entry-title-1\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/middle-market-business-sale\/\" rel=\"bookmark\">A multi-million dollar increase at company sale<\/a><\/h3>\n<div class=\"entry-more\"><a class=\"entry-more-link button button-small\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/middle-market-business-sale\/\">Read<span class=\"screen-reader-text\">A multi-million dollar increase at company sale<\/span><\/a><\/div><\/div><\/article><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first page type-page\" style=\"--entry-index:2;\" aria-label=\"Multi-million dollar tax savings from law change\"><figure class=\"entry-image-link\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Getty_489272751-scaled.jpg?resize=400%2C300&amp;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Smiling three generational family sitting on lawn outside family home\" \/><\/figure><div class=\"entry-wrap entry-wrap-grid\"><a class=\"entry-overlay entry-overlay-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/2902-2\/\" aria-labelledby=\"entry-title-2\"><\/a><h3 class=\"entry-title\" id=\"entry-title-2\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/2902-2\/\" rel=\"bookmark\">Multi-million dollar tax savings from law change<\/a><\/h3>\n<div class=\"entry-more\"><a class=\"entry-more-link button button-small\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/2902-2\/\">Read<span class=\"screen-reader-text\">Multi-million dollar tax savings from law change<\/span><\/a><\/div><\/div><\/article><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first page type-page\" style=\"--entry-index:3;\" aria-label=\"Increased wealth and benefits for generations\"><figure class=\"entry-image-link\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Family-Office.jpeg?resize=400%2C300&amp;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Smiling three generational family sitting on couch outdoors\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Family-Office.jpeg?resize=400%2C300&amp;ssl=1 400w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Family-Office.jpeg?resize=800%2C600&amp;ssl=1 800w\" sizes=\"auto, (max-width:599px) 599px, (min-width:600px) and (max-width: 799px) 399.5px, (min-width:800px) and (max-width: 999px) 249.75px, (min-width:1000px) 300px\" \/><\/figure><div class=\"entry-wrap entry-wrap-grid\"><a class=\"entry-overlay entry-overlay-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/multi-generational-wealth-transfer-planning\/\" aria-labelledby=\"entry-title-3\"><\/a><h3 class=\"entry-title\" id=\"entry-title-3\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/multi-generational-wealth-transfer-planning\/\" rel=\"bookmark\">Increased wealth and benefits for generations<\/a><\/h3>\n<div class=\"entry-more\"><a class=\"entry-more-link button button-small\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/multi-generational-wealth-transfer-planning\/\">Read<span class=\"screen-reader-text\">Increased wealth and benefits for generations<\/span><\/a><\/div><\/div><\/article><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first page type-page\" style=\"--entry-index:4;\" aria-label=\"No penalties or changes after 5 IRS audits\"><figure class=\"entry-image-link\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Getty_522384090-scaled.jpg?resize=400%2C300&amp;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Business man wearing blue boxing gloves\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Getty_522384090-scaled.jpg?resize=400%2C300&amp;ssl=1 400w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Getty_522384090-scaled.jpg?resize=800%2C600&amp;ssl=1 800w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/Getty_522384090-scaled.jpg?resize=1200%2C900&amp;ssl=1 1200w\" sizes=\"auto, (max-width:599px) 599px, (min-width:600px) and (max-width: 799px) 399.5px, (min-width:800px) and (max-width: 999px) 249.75px, (min-width:1000px) 300px\" \/><\/figure><div class=\"entry-wrap entry-wrap-grid\"><a class=\"entry-overlay entry-overlay-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/boxing-with-the-irs\/\" aria-labelledby=\"entry-title-4\"><\/a><h3 class=\"entry-title\" id=\"entry-title-4\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/boxing-with-the-irs\/\" rel=\"bookmark\">No penalties or changes after 5 IRS audits<\/a><\/h3>\n<div class=\"entry-more\"><a class=\"entry-more-link button button-small\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/success-stories\/boxing-with-the-irs\/\">Read<span class=\"screen-reader-text\">No penalties or changes after 5 IRS audits<\/span><\/a><\/div><\/div><\/article><\/div><\/div><\/div><\/div>\n\n\n\n<figure class=\"wp-block-image alignwide size-full has-xxl-margin-top\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"176\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?resize=800%2C176&#038;ssl=1\" alt=\"\" class=\"wp-image-2500\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?resize=300%2C66&amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?resize=768%2C169&amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?resize=1024%2C225&amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?resize=1536%2C338&amp;ssl=1 1536w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?w=1600&amp;ssl=1 1600w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/06\/Partner-Badges-white-bkgd.jpg?w=1920&amp;ssl=1 1920w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group alignwide has-xxl-margin-top has-xxl-margin-bottom\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group alignwide has-alt-background-color has-background has-light-background has-sm-padding-top has-sm-padding-bottom has-md-padding-left has-md-padding-right\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"mai-columns\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xl);--row-gap:var(--spacing-xl);--align-columns:start;--align-columns-vertical:center;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:center;\">\n\n<h4 class=\"is-style-subheading wp-block-heading has-text-align-center has-heading-color has-text-color has-link-color has-md-font-size wp-elements-91cd092d586ad1587e344bf74188025d\">start your Wealthpreneur Journey!<\/h4>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-eb6216f1b4d203535351d162b488cb4b\">The Saturday <em>Wealthpreneur<\/em> Newsletter<\/h2>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-86b175b23aa161c9ad0a836b484b0a0e wp-block-paragraph\">Stay updated with weekly insights on business growth, tax strategies, wealth strategies, and transition planning written by David Thach, CPA, CEPA. <\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"is-style-secondary wp-block-button\" style=\"--button-border-radius:5px;\"><a class=\"wp-block-button__link button button-secondary wp-element-button\" href=\"https:\/\/pages.jdtadvisory.com\/satwpsubscribe\" style=\"border-radius:5px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Sign up<\/strong><\/a><\/div>\n\n<\/div>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:start;--order-xs:-1;\">\n<div class=\"wp-block-image is-style-rounded\">\n<figure class=\"alignright size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=800%2C800&#038;ssl=1\" alt=\"\" class=\"wp-image-2815\" style=\"width:425px;height:auto\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=80%2C80&amp;ssl=1 80w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=300%2C300&amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=768%2C768&amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=1024%2C1024&amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?resize=1536%2C1536&amp;ssl=1 1536w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?w=1600&amp;ssl=1 1600w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/07\/JDT-Cross-arms-grey-bkgd.jpg?w=2039&amp;ssl=1 2039w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n\n\n\n<div class=\"wp-block-group alignwide has-alt-background-color has-background has-light-background has-md-padding-bottom\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-845ac1e05b7b404326d06c38dccb7ac1\">Latest Insights<\/h2>\n\n\n<div class=\"mai-grid entries entries-grid has-boxed has-image-full\" style=\"--entry-title-font-size:var(--font-size-lg);--align-text:center;--entry-meta-text-align:center;\"><div class=\"entries-wrap has-columns\" style=\"--columns-xs:1 \/ 1;--columns-sm:1 \/ 1;--columns-md:1 \/ 3;--columns-lg:1 \/ 3;--flex-xs:0 0 var(--flex-basis);--flex-sm:0 0 var(--flex-basis);--flex-md:0 0 var(--flex-basis);--flex-lg:0 0 var(--flex-basis);--column-gap:var(--spacing-md);--row-gap:0px;--align-columns:start;\"><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first type-post category-ownership-transition category-tax-strategy category-wealth-management\" style=\"--entry-index:1;\" aria-label=\"Write Your Own Ticket\"><a class=\"entry-image-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/write-your-own-ticket\/\" tabindex=\"-1\" aria-hidden=\"true\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Shutterstock_1189711756.jpg?resize=400%2C300&#038;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"View of field through train window\"><\/a><div class=\"entry-wrap entry-wrap-grid\"><h3 class=\"entry-title\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/write-your-own-ticket\/\" rel=\"bookmark\">Write Your Own Ticket<\/a><\/h3>\n<div class=\"entry-excerpt\"><p>Patton Thorne is a fictional\u00a0Wealthpreneur\u00a0with a real-world problem. In 1997, he invested $10,000 in the initial public offering (IPO) of a \u2026<\/p>\n<\/div><div class=\"entry-more\"><a class=\"entry-more-link button button-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/write-your-own-ticket\/\">Read more<span class=\"screen-reader-text\">Write Your Own Ticket<\/span><\/a><\/div><\/div><\/article><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first type-post category-value-building category-ownership-transition\" style=\"--entry-index:2;\" aria-label=\"Master the Art of the Deal\"><a class=\"entry-image-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/master-the-art-of-the-deal\/\" tabindex=\"-1\" aria-hidden=\"true\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/ShutterstockBasic_119762428-scaled.jpg?resize=400%2C300&#038;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Four business people looking at a report\"><\/a><div class=\"entry-wrap entry-wrap-grid\"><h3 class=\"entry-title\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/master-the-art-of-the-deal\/\" rel=\"bookmark\">Master the Art of the Deal<\/a><\/h3>\n<div class=\"entry-excerpt\"><p>In 2022, over 7.7 million people visited the Louvre museum in Paris. Its most well-known painting is the\u00a0Mona Lisa, painted during the \u2026<\/p>\n<\/div><div class=\"entry-more\"><a class=\"entry-more-link button button-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/master-the-art-of-the-deal\/\">Read more<span class=\"screen-reader-text\">Master the Art of the Deal<\/span><\/a><\/div><\/div><\/article><article class=\"entry entry-grid is-column has-entry-link has-image has-image-first type-post category-value-building category-cfo-advisory\" style=\"--entry-index:3;\" aria-label=\"Build Your Blueprint Bridge\"><a class=\"entry-image-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/build-your-blueprint-bridge\/\" tabindex=\"-1\" aria-hidden=\"true\"><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"300\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Shutterstock_1046904337-scaled.jpg?resize=400%2C300&#038;ssl=1\" class=\"entry-image size-landscape-sm\" alt=\"Man wearing suit holding blueprints in front of gray building\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Shutterstock_1046904337-scaled.jpg?resize=400%2C300&#038;ssl=1 400w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Shutterstock_1046904337-scaled.jpg?resize=800%2C600&#038;ssl=1 800w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/Shutterstock_1046904337-scaled.jpg?resize=1200%2C900&#038;ssl=1 1200w\" sizes=\"auto, (max-width:599px) 599px, (min-width:600px) and (max-width: 799px) 799px, (min-width:800px) and (max-width: 999px) 333px, (min-width:1000px) 400px\"><\/a><div class=\"entry-wrap entry-wrap-grid\"><h3 class=\"entry-title\"><a class=\"entry-title-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/build-your-blueprint-bridge\/\" rel=\"bookmark\">Build Your Blueprint Bridge<\/a><\/h3>\n<div class=\"entry-excerpt\"><p>According to a 2023 survey by Datarails, a small or medium-size business (SMB) spends an average of $54,000 per year for finance and accounting \u2026<\/p>\n<\/div><div class=\"entry-more\"><a class=\"entry-more-link button button-link\" href=\"https:\/\/jdtadvisory.com\/staging\/4959\/build-your-blueprint-bridge\/\">Read more<span class=\"screen-reader-text\">Build Your Blueprint Bridge<\/span><\/a><\/div><\/div><\/article><\/div><\/div><\/div><\/div>\n\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-black-color has-heading-background-color has-text-color has-background has-link-color wp-elements-5d894e5e6f22a9dac762495a8904dc76 has-dark-background has-lg-content-width has-md-padding-left has-md-padding-right\" style=\"--group-block-justify-content:center;\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><div class=\"mai-columns\"><div class=\"mai-columns-wrap has-columns\" style=\"--column-gap:var(--spacing-xl);--row-gap:var(--spacing-xxl);--align-columns:start;--align-columns-vertical:center;\">\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:start;\">\n\n<p class=\"is-style-subheading has-white-color has-text-color has-link-color wp-elements-a79fab171041940215fcc1ec1e91349a wp-block-paragraph\">Energize your Mind<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-secondary-color has-text-color has-link-color wp-elements-1b5ef952bf72a9027b828c06e5e0e08c\">5 Secrets of Highly Successful <em>Wealthpreneurs<\/em><\/h3>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-265b13c82b2c1c3c676fc709859ccce0 wp-block-paragraph\"><strong>David Thach, CPA, CEPA shares key insights from over 25 years of advising high-impact <em>Wealthpreneur<\/em>s. These 5 actionable secrets can help you tap into your hidden potential and reach your biggest goals!<\/strong><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"is-style-secondary wp-block-button\"><a class=\"wp-block-button__link button button-secondary wp-element-button\" href=\"https:\/\/pages.jdtadvisory.com\/5-wealthpreneur-secrets-guide\"><strong>Get the guide<\/strong><\/a><\/div>\n<\/div>\n\n<\/div>\n\n<div class=\"mai-column is-column\" style=\"--columns-xs:1 \/ 1;--flex-xs:0 0 var(--flex-basis);--columns-sm:1 \/ 2;--flex-sm:0 0 var(--flex-basis);--columns-md:1 \/ 2;--flex-md:0 0 var(--flex-basis);--columns-lg:1 \/ 2;--flex-lg:0 0 var(--flex-basis);--justify-content:start;--order-xs:-1;--order-sm:-1;\">\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"626\" src=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/5-Secrets-Guide.png?resize=800%2C626&#038;ssl=1\" alt=\"\" class=\"wp-image-3991\" style=\"aspect-ratio:0.5625;object-fit:cover;width:412px;height:auto\" srcset=\"https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/5-Secrets-Guide.png?resize=300%2C235&amp;ssl=1 300w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/5-Secrets-Guide.png?resize=768%2C601&amp;ssl=1 768w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/5-Secrets-Guide.png?resize=1024%2C801&amp;ssl=1 1024w, https:\/\/i0.wp.com\/jdtadvisory.com\/staging\/4959\/wp-content\/uploads\/2024\/08\/5-Secrets-Guide.png?w=1500&amp;ssl=1 1500w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n<\/div>\n<\/div><\/div><\/div><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Wealthpreneur = Wealth + Entrepreneur High Impact Business, Financial, and Personal Advisory We leverage our business and tax planning expertise to help Wealthpreneurs grow their businesses and their wealth. in 2024, Wealthpreneurs own more than 66 Million businesses in the U.S. We help business owners avoid these common pitfalls Tangible and Significant Client Results<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"wide-content","_wp_convertkit_post_meta":{"form":"0","landing_page":"0","tag":"0","restrict_content":"0"},"footnotes":""},"class_list":["page","type-page","entry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - 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