Trinity Advisory Group

Trinity Advisory Group company information, Employees & Contact Information

Updated May 2026

Quick answer

Trinity Advisory Group is a Business Consulting and Services company. It has approximately 3 employees on record. Contact data was last refreshed in May 2026. Find Trinity Advisory Group's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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.

Company Details

Employees
3
Address
1001 W Glen Oaks Ln, Mequon,wisconsin 53092,united States
Industry
Business Consulting And Services
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other Scientific and Technical Consulting Services
Other Management Consulting Services
HQ
Mequon, Wisconsin
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