TRINITY TRANSACTION ADVISORY - Key Persons
David Larsen brings to Trinity a portfolio of technical depth, transaction experience and entrepreneurial spirit. Mr. Larsen's transaction experience spans over an international platform, owning and operating a successful Ukrainian Real Estate and Business Brokerage. David holds a Texas real estate brokers license, is a registered Realtor ®, and has practiced in the Texas area for over 20 years. As a previous owner and manager of a successful restaurant and nightclub, David understands the importance of converting sacrifice and investment into monetary value. Philosophically, he believes the most important thing to most business owners is getting a deal across the finish line.
David also brings with him a high level of technical knowledge gained from 20 years as a professional Systems Analyst, Systems Consultant and Account Manager for a number of large computer manufacturing firms, such as Compaq Computer Corporation, Digital Equipment Corporation, and Harris Computer Systems. Prior to consulting, he played an important engineering role as software manager, designer, application programmer, and systems programmer.
David provides a well rounded, educated and structured approach to the divestiture arena and is an invaluable asset to our clients exit plans.
With a diverse background in business, Gerald Kong brings knowledge, experience and success to the Trinity Executive team, with over 20 years' experience in senior management leading startup, growth and expansion stage ventures. Mr. Kong began his management career with the start-up Franchisor, T.J Applebee's (Later changing its name to Applebee's International) team in 1985.
Job Titles:
- Member of the Transaction Team
Monty W. Walker supports Entrepreneurial Clients throughout the country and is recognized by his peer group in the Business Transfer Industry as one of the foremost innovative advisors to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning. Having come from an entrepreneurial family, Monty has a comprehensive business background spanning over 24 years which includes experience in both startups and established entities. Monty spent a significant portion of career as an industry CFO in the private sector and he has owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.
As a member of the transaction team, Mr. Walker provides transaction support to Trinity clients through tax analysis of business transfers, advanced planning of tax implications of the transfer process, negotiation and structuring support, long range family planning and exit strategy formation.