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.

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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

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

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...


Recent Blog Articles

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...

Let’s look at how to practice empathy in the workplace. I recently read an article about Bill and Melinda Gates in which they describe emotional intelligence as the key to their successful marriage and business partnership. Delving deeper, they agree that practicing empathy, providing feedback, and starting with respect are the fundamentals. The article got me thinking about my business career and the workplace. I learned early on that giving useful feedback with kindness built trust with my...

Let’s look at how to survive and thrive in a family owned business during these challenging times.  It would be an understatement for me to say that COVID has changed the way we do business. Some would argue for the better, others for the worse. Regardless of how it has affected your company, what I know is this: People are facing new demands and confronted with hard decisions that they can’t put off until tomorrow. Businesses can no longer sweep things under the rug and play it safe. This...