Trilogy Partners, a division of Haefele Flanagan

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.

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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.


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


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


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

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Success Stories

Family Owned Insurance Agency

A privately held, multi-generation, family-owned insurance agency serving individuals and organizations for over 50 years. Background The company is growing and engaged Trilogy Partners to address three

Printing & Branding

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

Structural Engineering

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

Recent Blog Articles

Measuring Your Success – Are You Too Hard on Yourself?

When measuring success, are you being too hard on yourself? As we kick off a new year, what goals do you have for your business: Increased sales? More production? A robust bottom line? Improved employee morale? Larger bonuses? Superior customer service? Creative marketing and branding? Growth, growth, growth? As an entrepreneurial business owner, the list doesn’t seem to end when envisioning your success. It’s the ultimate goal and striving for greatness is as natural as breathing. For 30 years,...

Three Focus Areas for Business Growth

We can all agree that this year has been like no other. As we look forward to a new year, I’m sure many of us will reflect on what we’ve learned as business owners and think about what we can do moving forward. When I consider my own company, Trilogy Partners, I must take the same advice that we give to our clients. Our experience has shown that the three focus areas for business growth that business owners need to address to fulfill their vision and ensure success for their company are: (1) Fundamental...

PODCAST: Navigating Your Family Owned Business

Hal Levenson, Chief Visionary Officer appears as a guest on Discussions by Domain hosted by Anthony DeGraw, Director of Partnerships. Hal and Anthony speak about the challenges and opportunities of running a family owned business, the value we bring to our clients, and what makes Trilogy DIFFERENT from other business advisory firms. Listen to the podcast HERE or on YouTube. Trilogy Partners has a long history of helping our clients implement successful changes. Read some of our success stories HERE and...

Trilogy Partners, a division of Haefele Flanagan

Trilogy Partners is excited to announce that we are now a division of Haefele Flanagan, an expert accounting and advisory firm, with a goal of providing complementary services for the benefit of our combined client base.