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

Sales and workflow dashboards are a great way to keep employees on task while providing real time insights for management. That’s why I can’t believe I am admitting this, but I only recently created a sales dashboard for my company. Sales and workflow dashboards are a collection of data that provide an overview of the reports and metrics that you care most about. Don’t get me wrong, we use an EOS® Scorecard with metrics which we review each week. However, customizing a dashboard from the data...

I hear about ‘Accountability in Business’ over and over. To be clear, I hear the concern about accountability not existing in organizations and the desire by owners to embed it into their culture. But what exactly is accountability? From my perspective, it is the difference between mediocrity and excellence. Accountability in business starts at the top. Leadership defines the culture of the organization. If leadership is unwilling to confront issues or uses passive-aggressive behavior...

Trusting in a business process or methodology is often very difficult for entrepreneurs who are accustomed to thinking outside the box. When Trilogy Partners celebrated its 10th anniversary in February 2019, I contemplated the reasons for its longevity. One conclusion I came to may be a bit surprising to anyone who knows me. I trusted the process. I don’t like to adhere to processes. As a Visionary, it’s in my DNA to break the rules. So, it was eye-opening and not so ironic to realize that part of...

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