JDT Advisory LLC

you are a successful business owner. you are ready to transition your business to the next step in your ownership journey, but you are rightfully concerned that the team who got you this far is not the team to take you to the next level. you might be asking yourself questions like the following: • do you have a firm grip on the value of your business? • do you know the eight key drivers of business value? • is your business in growth mode? • do you want to acquire a new business? • would you like to accelerate the value of your business? • do you want to transition ownership to the next generation? • do you want to position your business for sale to a third party? • do you want to acquire a new business? • do you know your current individual net worth? • do you have a personal plan for after the transfer of ownership event? • do you have regular discussions regarding suitable advanced tax planning strategies? • have you engaged in a confidential discussion regarding wealth transfer