Trivium Advisors
We offer strategy and support for businesses from seed to exit stage. Our team has gone through 50+ M&A and exit transactions, raised $5 billion+ in capital. Get the benefits of a collective group rather than any one individual. With more than 10,000 executives under our umbrella, many have served as CEOs, CFOs and C-level consultants. Our team members have the background and insight to help you avoid common mistakes, pitfalls, and growing pains.
- Board Reporting
- Budgeting & Financial Modeling
- Implementing Company Policies & Procedures
- Cap Table Management
- Fundraising
- Mergers & Acquisitions
- Stock Option Accounting
- Cap Table Management
- Treasury Function
- Software/Process Planning
- Work closely with the C level supporting Business
- Strategies and Planning
- Subsidiary Accounting & Inter-company Transactions
- Transfer-pricing Agreements
- Revenue Recognition Support as per ASC 606
- Company Shutdown/Downsizing Support
The Trivium Advantage
Experience. We have served 1000’s of companies and founders, and over 100 venture firms.
Administration
Administrative roles are the backbone of any organization. They represent the essential business services that keep your operation running as smooth as a reliable clock. Several of the services provided include timely reporting, relationship management, back-office responsibilities, oversight of investor expectations, and more.
The Trivium Advantage
We value trust and human connection above all. We have over 10,000 executives in our support network.
Accounting
A combination of proprietary software, automation and experienced team helps us design a cost-effective accounting solution that can be implemented efficiently and effectively. Trivium’s time-tested processes and seamless execution keeps the companies at every stage, due diligence ready.
- We take pride in managing GAAP compliant books with strong knowledge of Fixed Asset management, amortization, lease management, etc.
- Timely and tight closings
- Accountants with deep knowledge of AP and AR management
- We offer help with collection efforts.
The Trivium Advantage
Reduced risk. Save time. Stay compliant. Always due diligence ready.
Taxes
Our Tax and Compliance team takes a holistic approach to your needs. By working with companies through all business cycles, we understand and anticipate current future tax issues. From an EIN application, to filing an extension, to tax return preparation and filing, our team makes sure your company is tax compliant. Experience shows that most clients engaging us to file a tax return come back with various “what-if” questions. This is the main reason we have made tax planning and tax research integral components of our tax practice.
Tax & advisory services
- Business income tax returns
- Individual income tax returns
- Tax planning and advisory for businesses and individuals, US and international
Most popular services
- Income tax returns preparation and filing
- Cross-border tax planning and compliance for investors and entrepreneurs
- Assisting foreign-based companies establish business operations in the US
The Trivium Advantage
Our experienced practitioners anticipate possible problematic issues and understand how to reduce tax liabilities.
Human Resources
Through software and strategy, a cost-effective solution can be implemented rather easily. Trivium’s HR Team has decades of experience leading high growth companies from inception to acquisition and can share the best practices that have helped many well-known companies succeed.
- Employee Lifecycle (onboarding through offboarding)
- Payroll/Insurances/401k
- Company Benchmarking
- Growth Strategy
- Employee Retention
- Conflict Resolution
- Culture Development
- DEI Initiatives
The Trivium Advantage
There is no better scalable, comprehensive, hands-on HR support to help guide you through employee and compliance concerns while providing benchmarked advice for best practices.
Insurance
Keep employees happy while protecting your company. We can help to reduce your risk by offering an array of essential insurances to protect your leadership, employees, and business.
Employee insurances (not limited to)
- Medical
- Dental
- Vision
- Life / Short / Long-term
- Employment Practices
Corporate insurances (not limited to)
- General Liability
- Directors and Officers
- Errors and Omissions
- Cyber Liability
The Trivium Advantage
We guide our clients through the decision-making process and help select the best insurance for their employees and their company.
Software Implementation
We are focused on implementing the right solution at the lowest implementation cost for our clients. As your Accounting and Finance partner, we continue to wear the hat of making the right decisions for your organization. With decades of experience negotiating and implementing software for technology companies, we can get the best price while making the implementation as seamless as possible for our clients.
- NetSuite Preferred Partner – Sales
- NetSuite Preferred Partner – Implementation
- NetSuite BPO Administrator
- Salesforce
- HRIS Systems
The Trivium Advantage
We look at all options for our clients and only recommend those that would fit the budget and solve critical business requirements. We are recommending and deciding based on what we feel is best for the client, not necessarily selling a specific software.
Virtual Executive Support
Your most precious commodity is time. That is why our clients rely on our dedicated elite assistants who can help you offload daily tasks. They work in your time zone and are 100% committed to your success.
Features
- Our virtual assistants communicate in perfect English and must pass a rigorous language and personality test.
- They undergo live screenings and are tested with real projects across a wide variety of skills including scheduling meetings, email communications and research assignments.
- Our virtual staff is selected based upon our assessment of their professional presence, experience, character, ability to listen, take direction and respond in a confident and timely manner.
- They receive a month-long training program so they can hit the ground running, clearly understanding their tasks, and your business, culture, and expectations.
- Our elite executive support team is trained in cutting-edge AI programs and resources to save you time and money.
The Trivium Advantage
Quickly scale a professional virtual support staff without a major investment in office space, human resources, recruitment, training, insurance and payroll taxes.
Business Development Support
Business development services can improve the performance of your business, its access to markets, and its ability to compete. Our services include a wide array of operational and strategic business services depending upon where your company is in its growth. Companies can incur a wide range of fees and expenditures while operating their business. These expenses may be one-time or ongoing, and keeping track of them can be challenging.
- Operational services are those needed for day-to-day operations, such as information and communications, management of accounts and tax records, and compliance with labor laws and other regulations.
- Strategic services can help you to identify and service markets, develop products and services, set up facilities, and seek financing.
- CapEx and OpEx are two interconnected financial aspects that cannot be objectively compared in terms of superiority. We see categories, namely cost classification methods, serving as essential components for business expansion.
The Trivium Advantage
Our professional review of your business’s operational and strategic status can often reveal incredible opportunities for growth, savings, and optimum efficiencies.
