One constant in life is that companies need money to grow. Another is that entrepreneurs eventually face the decision of selling their company, or an interest in their company, in order to build personal liquidity. Unfortunately, many entrepreneurs miss out on opportunities to succeed in this process because they lack the skills or because they do not plan ahead.
We have two guidelines that we try to pass on to our clients: plan ahead by several years if you can, and remember that the best time to sell a company is when the buyers are ready - not when the seller decides that the time has come. Trinity helps business owners and managers with the complex issues of valuing their firm, telling their story, structuring a deal, and completing the capital transaction. We understand how the market values companies and how to address the inevitable complexities that come up in negotiating capital transactions.
We help business owners and managers understand how their firm looks to an investor and how different types of investors value firms like theirs. We fully understand and can communicate the differences between finding and negotiating with a financial buyer for your business versus identifying and negotiating with a strategic buyer.
How the Process Works:- We learn your business and your goals by listening to you and your employees tell your story, and by reviewing your financials
- We assess the current strategic position of the firm, identifying challenges
- We value the firm using a variety of approaches, both from the point of view of a financial buyer and a strategic buyer
- We suggest pricing, deal structure, and target investors
- We help you present your story to prospective investors, and solicit a Letter of Intent
- We negotiate terms on your behalf, and assist with due diligence
- We help you close the deal
If you are hoping to grow your firm or to exit within the next five years, let us help you make a plan, assess the market for buyers, and prepare for a successful exit. If your company or your family faces circumstances that require you to act more quickly, then let us help you achieve the best outcome.
Principal Investments
Trinity Advisory Group will acquire minority or majority positions in select private firms for its own portfolio through use of its own capital or through syndication with institutional private equity partners and high net worth investors. Trinity has experience with a variety of industries helping companies grow through active board-level participation and is currently involved in directing several portfolio companies.
Principal investments can be a great benefit for those business owners who do not wish to go through the traditional sales process or who do not wish to have a financial buyer take control of their company. Trinity Advisory Group can be a resource for capital and expertise in helping entrepreneurs grow their business with true business partner.
Real Estate Services
Trinity Advisory Group understands the needs of business owners and managers in utilizing real estate as a productive asset in the operation of a business. Often, in the process of accessing additional capital to grow or refinance a business, real estate becomes a key source of low cost capital due to the secured nature of the asset. Whether a business owns real estate and wants to tap the full value of the appreciated asset or a growing business needs to plan the development and financing of new real estate to build long term value, Trinity Advisory Group can assist in maximizing the use of resources while minimizing the costs of borrowing. The principals have combined experience of over 50 years in working with real estate projects and financing from the perspective of business owners.
OTHER SERVICES WE PROVIDE Call us for information on the following services:- Business valuation for owners, investors, and executors
- Mediation of business disputes
- SBA loan applications
- Strategic assessment
- Multi-year exit and succession plans
- Due diligence
- CFO services
- Corporate debt renegotiation
