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.


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

Let’s look at how to understand your company financials to better drive growth. There’s been a lot of discussion recently with business owners who are trying to make sense of their financials over the last few months so they can better plan for 2021. I recently spoke with a client about the ‘stuff’ hidden between the lines of his company’s financials. Sometimes the way things look on the outside or on the surface just aren’t what they really are underneath. This is true with your financials...

As we excitedly anticipate the late start of Major League baseball, I’m reminded of my days playing as a boy.  No matter what team I was on or what the score was, when it was my turn at bat I always aimed for a homerun.  In my young mind, hitting a homer was the pinnacle of success. The average number of home run hits in a major league game in 2018 was 1.13. Obviously, hitting a home run at each bat is nearly impossible. So why do so many entrepreneurs, like me, consistently vie for the home run...

Heard this story before? A successful business owner is preparing to retire. He has a daughter that’s already in the business who he desperately wants to succeed him as CEO/Visionary but something is holding him back. The business owner can’t put his finger on it, but he feels that she may not be ready to take over. What gives? It’s what we call “The Visionary Conundrum.” For those unfamiliar with the EOS® term, a Visionary is the leader of an organization (CEO, President, or Founder) who is responsible...