When you're ready to grow,
trust Trinity Business Advisors
When you're ready to grow,
trust Trinity Business Advisors
As a business owner, you have worked for many years IN your business, creating value for you and your family.
It is our belief that Trinity Business Advisors and You can work ON the business to maximize that value.
We're here to help!
DID YOU KNOW: It can take a business 3 to 5 years to prepare to maximize the value of a sale?
It's Time to Start Now!
We deep dive into your financial statements to uncover areas of opportunity and issues to be addressed to quickly increase your EBITDA.
These uncovered areas of opportunity and earnings we uncover help fuel future growth.
By focusing on the combination of Earnings and Growth, the value of your organization will increase significantly.
As a former Ernst and Young Entrepreneur of the Year (2001 – Business Services Category), Joe has started and exited several businesses in the technology sector, ranging from complex supply chain management, hardware manufacturing, Software as a Service for brand intelligence, to industrial distribution for electronic components.
He possesses a unique perspective that most Chief Financial Officers do not in that his journey for much of his career has been in the shoes of a CEO. Those experiences were sometimes accompanied by fabulous successes, but also included significant failures. As a result, he has gained knowledge that he can share with business owners on what creates value within a business, and some hard earned lessons of the pitfalls to avoid.
In his roles as a CFO, he has been involved in companies that ranged in Compound Annual Growth Rate (CAGR) of 60% to 178% in revenue over four to five years without significant dilution in shareholder ownership.
As a Certified Public Accountant in the State of California and a graduate of California State University Fullerton with degrees in Economics and Accounting, he is highly qualified to help you lead your business into a successful exit.
He is currently a facilitator for Gateway Business Leaders with Gateway Church and is involved with the Business Co Hort Program through the Community Development Corporation at Watermark Church. Mr. Stafford has been married to his wife Kellie for thirty-four years and has two daughters that live in Portland, Oregon. He and his wife also own a franchise in Dallas called iCode that teaches children STEM related subjects such as computer coding, drones, game development, and robotics.
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