Trinity Capital LLC served as the exclusive financial advisor to Jodika Enterprises, Inc. and Sun Coast Ventures (“Jodika”), a Taco Bell franchisee in Southern California, in the sale of its restaurants. Trinity managed the sale process for Jodika, including the preparation of marketing materials, completion of a competitive auction, selection of the winning bidder and negotiation of the purchase price and transaction closing.
"Trinity significantly exceeded our expectations. Though not the lowest cost financial advisor, we unequivocally gained a return of maximized value and efficient execution that was worth every commission dollar. Trinity’s experts first listened to us to understand our goals and needs, then diligently represented our interests throughout the process and gave us daily personal attention that made us feel like we were their only deal. They creatively turned obstacles into opportunities, tapped into their vast experience and networks within the franchise system, and steered the buyer to close the deal quickly without any contingencies after the sale. Most important, they acted with integrity and treated all parties involved with respect. We highly recommend Trinity, and we will definitely utilize their services again for any future needs."
Kerry Bunning, Owner