Build lifelong client loyalty.
Unlock more AUM.

Your business-owner clients need a plan for their company’s value and their future. A referral to DTA can help you become the advisor they rely on for life—and help wealth advisors turn an owner’s largest asset into substantially more assets under management (AUM) when a liquidity event creates investable wealth.

Relationships that last

CPA Firms

Become the advisor they keep for life.

Bring your clients a specialist in business value, growth, and exit planning while staying central to the relationship.

Deepen loyalty by helping owners prepare for the decisions that matter most.
Connect financial clarity to a practical plan for enterprise value and exit readiness.
Strengthen long-term advisory relationships as clients grow, transition, and plan what comes next.

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Business value to managed wealth

Wealth Advisors

Turn business value into more AUM.

Help clients prepare their largest asset before a sale or recapitalization—and build the relationship that keeps their wealth with you afterward.

Build lifelong loyalty by connecting business decisions to personal wealth goals.
Help owners improve value and prepare for a future liquidity event.
Create the opportunity to capture substantially more AUM as business equity becomes investable wealth.

Explore Wealth Advisor Partnerships