Capital Solutions for Entrepreneurs

Trinity Advisory Group
420 N. Carroll Ave
Suite 140
Southlake, Texas 76092
PH: (817) 310-2900
FAX: (817) 310-2911

Financial Consulting Services


In today's increasingly competitive marketplace, ongoing training is essential for maintaining job skills.

Trinity is heavily involved in providing training services for individuals wishing to improve their financial and business acumen. Dan Meader, CFA, has been teaching review courses for all three levels of the challenging Chartered Financial Analyst program for more than five years, in Dallas, London, Zurich and Milan. The coursework covers a broad range of disciplines, from financial accounting and security valuation to probability, portfolio development and management, and understanding governmental policy. These topics, essential for practitioners in the financial services field, are also very beneficial for CEO's and CFO's.

Trinity regularly offers seminars covering financial topics as well as business strategy topics. Topics include:

  • Financial Accounting for Non-Financial Executives
  • Business Valuation
  • Business Strategy Issues
  • Using Derivatives to Reduce Business Risk
  • Positioning your Business for Exit
  • Conducting Due Diligence

Trinity training is also available to corporate groups wishing to enhance the preparation level of their employees. Contact us for custom training programs for your corporation, or to receive a list of upcoming training offerings.


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