Trinity Advisory Group Information

Business Valuation. Developing a sound and defensible business valuation report. An accurate, well-presented business valuation is a critical component of business and estate planning. At Trinity Advisory Group, LLC, we have a unique understanding of the importance that a sound and defensible valuation report can play in connection with various financial transactions, including: • Gifting equity interests in non-publicly traded businesses • Determining the value of a closely held business interest upon the death of an owner • Bank financing initiatives • Awarding equity grants to employees • Determining a reasonable price at which a business might be purchased or sold.