Trilogy Partners

Trilogy’s mission is to help entrepreneurs implement their vision and make their companies more sustainable, resulting in financial freedom.  We believe in the spirit of entrepreneurship knowing that small to mid-sized businesses support our communities and will pay it forward.  We also believe in collaboration, so we built a team of qualified and committed industry professionals, known as Alliance Partners, to ensure that our clients are not alone in their efforts.

Our Alliance Partners give you practical guidance in Financials, Operations, Strategic Planning, Executive & Leadership Coaching, EOS® Implementation and Integrator Recruiting. We deliver high-touch personal service to align your vision, values, financial goals, strategy and people to take your organization to the next level. We are an extension of your staff in times when you need us the most.

We work with a wide range of companies, including engineering, construction, manufacturing, wholesale distribution, packaging, commercial cleaning, insurance, printing, food & beverage, professional services, and healthcare in Philadelphia, New Jersey and greater New York City. Our focus is on privately held, for-profit organizations with revenue between $5M & $150M.

Let’s get started! Take our free Trilogy Readiness Check to gain an honest understanding of your capacity to take your business to new heights.


financial

We help you manage by the numbers offering Outsourced Bookkeeping and Fractional CFOs.

strategy

Trilogy Partners helps you implement a roadmap for your business to differentiate your services, mitigate risk, drive revenue, increase profitability and accelerate growth.

people

Trilogy Partners helps owners and executive leadership create accountable teams that achieve powerful results.

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Success Stories

A full service visual marketing company specializing in luxury retail graphics, custom displays, event spaces, exhibitions...

Established firm committed to providing innovative solutions to corporations, government agencies...

Janitorial and building maintenance company delivering professional services supported by stringent quality control...

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Recent Blog Articles

What are your goals for 2020? You may have a long list but setting fewer goals can actually lead to more success. When I joined Trilogy Partners years ago, the company had just started practicing the Entrepreneurial Operating System® (EOS®) and I had no idea what it was. I had to educate myself and delved into Gino Wickman’s book Traction. I became immediately enamored by the simple, clean, and structured operating system. The thought of being accountable for quarterly goals or rocks which is a major...

Are you thinking about transitioning away from your business? There’s a startling statistic out there for us baby boomers. According to the U.S. Census Bureau’s 2017 National Population Projections, all baby boomers will be older than 65 by 2030 which means that we need to be preparing for retirement…NOW. At Trilogy Partners, we’ve seen the trend of business owners who are seriously contemplating the transition out of their business whether by selling, merging or shifting from the top role....

I’m often asked about the secret to success in business. I’m tempted to run off a list of points like understanding your financials, finding a mentor, taking calculated risks, filling a need in the marketplace, etc. While those elements have undoubtedly helped in my 30 years of entrepreneurship, the secret to me is a simple concept – Staying Focused. Staying focused is a simple concept, but adhering to it is another story. As a Visionary and Entrepreneur, I naturally generate new ideas each day....

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