LDTAdvisors

Technology & AI advisory for businesses

Keep the way you work. Upgrade what it runs on.

Run by an owner who has sat in your seat. We evaluate your business top to bottom for free, then propose a plan to grow revenue and cut busywork.

Get your free evaluation Learn AI
  • Free evaluation
  • Custom proposal
  • No new systems unless you want them

Your evaluation covers A to Z

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A

Accounting

Who re-types the same numbers twice?

What do you want AI to do for you?

All 19 guides →

Grow revenue

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How it works

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

  1. Evaluation Free

    We learn how your business runs, A to Z, and where AI fits.

  2. Proposal

    A custom package sized to the revenue you're after.

  3. Onboarding

    One-time setup, connections and team training.

  4. Ongoing

    Monthly support. We watch new tools so you don't have to.

  5. Twice-a-year review

    A fresh evaluation to catch what's changed.

One-time onboarding feeMonthly plan after thatNo cost to find out what's possible

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 LDT

  • Owner to owner. We think about payroll, cash flow and customers, not just software.
  • Fits how you work. Or a full change, if that's what you want.
  • Real, not hype. We test what vendors promise.
  • Open about our tools. If we built it, we say so and show alternatives.
  • Confidential. NDA first, always.

Get your free evaluation.

Tell us a little about your business. We'll set up a time to walk through it and show you what's possible. No cost, no obligation.

Request your evaluation