Technology & AI advisory for owner-run businesses

How many leads went cold because nobody followed up? LDT Advisors finds where AI can bring in revenue and save your team hours.

If you had to think about it, that's where we start.

We find where AI can bring in revenue and give your team back hours every week, then set it up for you, without changing how you work.

Book an evaluation

The same week, two ways.

Most of it runs on the software you already pay for.

  • A quote goes out Friday

    Today Nobody follows up. By the time anyone remembers, they've bought elsewhere.

    With LDT The follow-up goes out Monday at 9, in your words, and the reply lands in front of you.

  • A customer calls at 6:40 pm

    Today Voicemail. They call the next name on the list.

    With LDT The call is answered, the question handled or booked, and you see it in the morning.

  • Monday morning

    Today You spend an hour in the inbox to find what needs you.

    With LDT Mail is filed where it belongs, and the three things that need you are at the top.

How it works

Not a one-time project. We stay with you as the technology changes.

  1. A 30-minute call

    You meet Jason, not a sales rep. He goes through how you run today, A to Z, and finds where the time and revenue are.

  2. A proposal

    A plan sized to the revenue you're after, in plain English, with what it costs.

  3. We build it and stay

    Our team sets it up and trains your people, then watches new tools for you, with a fresh review twice a year.

One-time onboarding feeMonthly plan after that

Been in your seat

I'm an owner first. Trading, lending, real estate and distribution taught me where businesses win and lose.

Jason Berg, founder

  • Risk arbitrage trader
  • 22 years in mortgage lending
  • Fix-and-flip investor
  • Garris Direct, distribution
Read my story

I started as a risk arbitrage trader. I've spent 22 years in mortgage lending and still lend today. I spent two years doing fix-and-flips, and I build the platforms and systems that help Garris Direct, a distribution business, grow its revenue, which I still do.

Every one of those businesses ran on the same things: good information, fast follow-up and no wasted time. When rates jumped after COVID, I started rebuilding those systems with technology, and LDT grew out of that work.

This isn't a one-time project. We review your business top to bottom, build a package around the revenue you're after, and stay with you as the technology changes. When something needs a specialist, I know who to call.

Why owners work with us

  • You meet the owner. Jason leads every evaluation. Our team handles the build.
  • It fits how you work. No new systems unless you want them.
  • Confidential. NDA first, always.

Find out where the time and money are.

Thirty seconds to book. Thirty minutes with Jason.

Book an evaluation