Specialized Exit Strategies Trinity Transaction Advisory focuses exclusively on assisting owners and shareholders of privately held companies with sales exceeding one million dollars, representing a niche market seeking tailored exit planning and transaction support.

Growth Potential With revenue ranging from one million to ten million dollars and a compact team of 2-10 employees, there is an opportunity to expand service offerings and scale operations to serve a broader client base.

Technology Utilization The company's incorporation of diverse digital tools such as Shopify, Google Maps, and YouTube suggests openness to leveraging technology to enhance client engagement and transaction processes, enabling innovative sales approaches.

Niche Market Position Operating within the investment banking industry with a distinct focus on exit strategies for privately held companies, Trinity can target similarly positioned mid-market firms or financial professionals seeking specialized transaction advisory services.

Market Opportunity Given the competitive landscape with large firms like PwC and Deloitte offering broad advisory services, Trinity has the potential to differentiate through personalized, high-touch service for middle-market business owners preparing for sale.