Business Growth, Legacy Focused
Your business holds more than value—it holds vision. We help you manage and grow it as part of your broader family wealth plan.
Business Consulting
The “secrets” to unlocking your business are often found in your books. We organize your financial records, surface opportunity, and create your foundation.
The outcome: Clearer decisions. Smarter growth. A business that serves your goals—instead of the other way around.
The outcome: Clearer decisions. Smarter growth. A business that serves your goals—instead of the other way around.
Where Your Business Goals Meet Strategic Execution
At Trivium, business consulting isn’t just about advice—it’s about alignment. We partner with entrepreneurs, executives, and closely held companies to address the key financial, operational, and strategic challenges that determine long-term success.
Whether you’re scaling, restructuring, or simply ready for a clearer picture of where your business stands, we provide the clarity, accountability, and financial insight to move you forward.
Whether you’re scaling, restructuring, or simply ready for a clearer picture of where your business stands, we provide the clarity, accountability, and financial insight to move you forward.
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Financial Health Reviews
Deep analysis of your business’s P&L, cash flow, and balance sheet—connecting financial performance to strategic goals. -
Owner Planning
Aligning personal wealth goals with business value—especially when succession, liquidity, or reinvestment is on the table. -
Growth & Scaling Strategy
Identifying the levers that matter: pricing models, margin expansion, staffing strategy, and capital structure. -
Systems & Efficiency Consulting
Streamlining financial processes and operational workflows using tools like QuickBooks, Salesforce, and KPI dashboards. -
Fractional CFO & Advisory Roles
When you need senior-level support—but not full-time—our team steps in to provide seasoned leadership without long-term overhead.
Where Your Business Goals Meet Strategic Execution
At Trivium, business consulting isn’t just about advice—it’s about alignment. We partner with entrepreneurs, executives, and closely held companies to address the key financial, operational, and strategic challenges that determine long-term success.
Whether you’re scaling, restructuring, or simply ready for a clearer picture of where your business stands, we provide the clarity, accountability, and financial insight to move you forward.
Whether you’re scaling, restructuring, or simply ready for a clearer picture of where your business stands, we provide the clarity, accountability, and financial insight to move you forward.
-
Financial Health Reviews
Deep analysis of your business’s P&L, cash flow, and balance sheet—connecting financial performance to strategic goals. -
Owner Planning
Aligning personal wealth goals with business value—especially when succession, liquidity, or reinvestment is on the table. -
Growth & Scaling Strategy
Identifying the levers that matter: pricing models, margin expansion, staffing strategy, and capital structure.
-
Systems & Efficiency Consulting
Streamlining financial processes and operational workflows using tools like QuickBooks, Salesforce, and KPI dashboards. -
Fractional CFO & Advisory Roles
When you need senior-level support—but not full-time—our team steps in to provide seasoned leadership without long-term overhead.
Business Consulting
The “secrets” to unlocking your business are often found in your books. We organize your financial records, surface opportunity, and create your foundation.
The outcome: Clearer decisions. Smarter growth. A business that serves your goals—instead of the other way around.
The outcome: Clearer decisions. Smarter growth. A business that serves your goals—instead of the other way around.
Organize & File
- Monthly reconciliation of accounts in Quickbooks
- Strategic balance sheet
- Monthly cash flow and profit & loss
- Prepare and execute all business and personal returns
- Asset amortization strategy and schedules
- Sales tax management
- Quarterly tax planning
Research & Reveal
- Monthly financial statement review
- Surface key information to help manage business and cash flow
- Strategize financial standing (P&L and cash flow) monthly
- Benchmark against industry standards to impact key decisions
Strategic Consulting
The stability of your business is the foundation to new opportunities to expand and leverage your family wealth toward your long-term goals.
Structure
- Past start-up mode, we help you financially structure your business for long-term health
- Analyze and upgrade your current systems
- Identify proven gaps in business strategy with mitigation plans
Strategy
- Understand your current reality and the map to your future state
- Define quarterly and annual key decisions
- Scale the strengths of your business to grow for the long-term
- Establish a plan and the financial instruments necessary for your preferred succession/legacy plan
Our Promise to Our Clients
Turn every decision point into forward momentum.
Our strategies align with both your goals and your complexities. We help you remain clear-headed and confident—aware of your options, grounded in your instincts, ready to move.