Where Are You? We've Been There!
Unlock YOUR maximum value
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!
How we help you find YOUR Trinity
EARNINGS
EARNINGS
EARNINGS
We deep dive into your financial statements to uncover areas of opportunity and issues to be addressed to quickly increase your EBITDA.
GROWTH
EARNINGS
EARNINGS
These uncovered areas of opportunity and earnings we uncover help fuel future growth.
VALUE
EARNINGS
VALUE
By focusing on the combination of Earnings and Growth, the value of your organization will increase significantly.
When Do You Need Us?
IF YOU: Believe you are needed in every client meeting
THEN YOU MUST: Work with a trusted partner to set up a thriving business for the future.
IF YOU: Need someone you can trust to speak with about your business
THEN YOU MUST: Request a FREE consultation to formulate an action plan
Meet Joe
Bringing Earnings, Growth & Value Together for Your Success
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 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-five years and has two daughters that live in Portland, Oregon.
