Trinity Transaction Advisory, LLC

Make sense of the maze.

Guidance you can count on. 

We're With You Every Step Of The Way

If you are interested in viewing one of our listings, due to the confidentiality agreements with our clients, please (A) register as a buyer/investor below, and (B) download and complete our Non-Disclosure Agreement and fax it back to our offices at (877) 384-0091 or email it to  Thank you for your interest in Trinity.

Register As A Buyer    Download our NDA

When you purchase a car, you can always look up Blue Book or Edmunds Car Guide. When you purchase a home, you can review market comparatives. When you decide to purchase a business, where do you go for guidance when business valuation can be tricky. How do you know you are making a good decision? How do you qualify? Which business is the right fit? How should you frame your offer? What is represented in the “Cash Flow”? What am I looking for during “Due Diligence”? Do you think the owner will accept an owner carried note? How do I know IF this is a good business?????”

If these and other pertinent questions are ringing in your head, maybe you should inquire on full or partial Buyer’s Representation. Purchasing a business may be the single most important financial decision you could ever make in your lifetime, but most buyers jump in with a hope and a dream. The right guidance can help turn that dream into reality.

The following Buyer Services can be ordered either a la carte, on an hourly basis or package priced:

1) Buyer Matching – Let us help you create an accurate buyer profile and assist in the search and location of that right business.

2) Preparing, Framing and Negotiating the Purchase Offer or Letter of Intent – What are the necessary covenants of a valid offer? How do you structure your offer? What should you ask for during due diligence? Is earnest money necessary? What about Non-Compete Covenants? Training? What about contingencies? Our duties as a business broker can help you with these terms and many more.

3) Due Diligence Assistance – What do you look for during due diligence? How do you verify the cash flow? What are the adjustments to owner’s discretionary earnings; EBIT; EBITDA; Balance Sheets? What about the equipment? Do you need an Appraisal? What about the customer base? Are the growth opportunities legitimate and what are the economic indicators? Etc.

4) Contract Negotiation and Structuring – What are the key elements to structuring the final agreement? How do you negotiate the final contract? How do you position the final agreement to your favor?

Here at Trinity we’re the area experts when it comes to mergers and acquisitions. Our professional staff of transaction advisors will carefully plan your acquisition strategy designed to accomplish your specific needs and objectives.

Contact us today for a free consultation.

Complete Buyer Registration


Invaluable assistance

I just wanted to take a moment to thank you for your invaluable assistance over the past few months as we acquired our new business. In the initial phases of our search for a business, we stumbled aro…Read More

Steven A. McElroy-President, Bath Infusion, LLC


Getting Deals to the Finish Line

Before Trinity, there were two other brokers we entertained to try to sell the business, and after meeting the two so-called buyers, we felt like they were a big failure to us. Trinity had their profe…Read More

Sunny Chin, Specialized Pharmacy, Inc.


Professional Team Approach

Trinity was at the forefront of the transaction.  Their team was completely responsive with answers within minutes, rather than hours…tremendous guidance and very very timely answers; the team was …Read More

Sarah Adams, Letterpress Graphics Incorporated

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