Trinity Capital Advisors serves Dallas-area small business owners with financial planning that takes the entire business ecosystem into account. Holding the Certified Exit Planning Advisor designation, the firm's advisors are experts at positioning businesses for maximum value at exit while simultaneously building the owner's personal wealth to ensure financial independence regardless of the outcome. From setting up defined benefit plans to structuring earnout agreements, Trinity brings sophisticated tools to growing businesses.
Trinity helped me set up a defined benefit plan for my S-corp that shelters over $200,000 per year in pretax income. I had no idea this was possible. The tax savings in the first year alone far exceeded their fees.
I am planning to sell my business in three years and Trinity is systematically improving my EBITDA, cleaning up my books, and building out the financial story that buyers want to see. They are genuinely invested in my outcome.
Professional, knowledgeable, and practical. They helped us structure a buyout of our silent partner in a way that was fair and tax-efficient for everyone involved. Would absolutely recommend to other business owners.