Trinity Transaction Advisory, LLC

At Trinity, you are not hiring a broker,
we surround your transaction with a Transaction Team...

We're With You Every Step Of The Way

When you’re looking for the best M&A advice, it’s important to find the right transaction advisory that can lead you through the complex process of business valuation and selling a business. Choosing the wrong business broker could cause you to leave money on the table, never a good idea when you’re looking to get the most out of your company.

Here are a few qualifications to look for when you’re vetting your M&A transaction advisory:

Interview Them – During a job interview, most human resources professionals can tell within 8 minutes whether or not the prospective candidate is the right person for the job. When you interview someone to walk you through selling a business, it’s important for you to have questions prepared so that you can get a good indication of how they’ll respond in specific situations regarding the sale of your company. This is a great way to test the candidate’s candidness, confidence level, and overall knowledge, as well as give them a chance to inquire about your goals during the sale. Since you’ll be working with this person quite a bit during the sales process it’s important to know that you can get along with them.

Look For A Verified And Exemplary Track Record – Just because a transaction advisory is in business doesn’t mean that it can get the most for your business. Ask to see testimonials from previous clients to see if they were happy with the entire process, including the final selling price of their business. If you can find an M&A advisory who consistently out performs expectations, you’ve found a good contender to work with as your transaction advisory.

No One Can Do It Alone – In the M&A field, you can find strong individuals who might be able to convince you that they can handle your transaction. But don’t trust them if they tell you that they can handle everything themselves. The process is too complex for one person to do it efficiently, so you need to make sure that they have surrounded themselves with an excellent team of appraisers, tax advisors, analytic advisors, and negotiators. You’ll want to inquire about their relationships with other resources as well, such as attorneys, CPA, and financial institutions. In short, you should be hiring a team, not a sole practitioner.

Make Sure They Have Experience With Your Type of Business –  Much as you wouldn’t use a residential agent to buy an apartment complex, you need an M&A business broker who has dealt with a business like yours. Make sure they’ve dealt with a company of your size, as well as have experience with similar businesses in your industry. It’s also important they have access to industry metric tools to aid in the process.

The mergers and acquisitions process can be an exciting time, but it is important to have chosen a transaction team which can help you get the right deal to the finish line. Contact Trinity Transaction Advisory today for a no obligation Market Feasibility Analysis.

Testimonials

Sincere appreciation

We would like to take this opportunity to extend our most sincere appreciation for a job extremely well done. and to our fullest satisfaction. Your negotiation skills are only superseded by the profes…Read More

Rosemary Mooneyham, Former Vice President, MGM Glass Corporation

Testimonials

Far better

"...Trinity was far better than the other 2 brokers I tried to use and got me more money than what the others said I was worth"…Read More

David Spring, President-The Ad Beat

Testimonials

Highly recommend

"...I highly recommend Trinity and would use them again..."…Read More

Dennis Chitty, Shugart's Motor Inc.

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