Monthly Archives: April 2019

Print & Design

by on Apr 30, 2019 1:26 PM

Print & Design Agencies

Print & Design agencies have seen substantial change over the last decade, as internet-based firms compete for a share of the market. This is in addition to ever-present challenges, including sourcing raw materials, job costing and meeting tight deadlines while enduring a shortage of creative professionals and skilled labor. Advancements in technology, marketing platforms and lead generation require expertise that may not be currently represented in your organization.

Trilogy Partners understands that navigating a complex and changing business climate requires support. We encourage you to think differently, add efficiencies to maintain a competitive advantage, and be bold enough to walk away from unprofitable customers.

Our experienced team is here to be your sounding board, provide guidance, and attack the most significant issues that stand in the way of your growth.

Case Studies from Print & Design Agencies

Printing & Branding

Printing & Branding

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

by on Apr 25, 2019 2:12 PM

Wholesale distributors

Wholesale & Packaging distributors face a wide variety of issues and challenges in their business. Dependency on fuel prices and international trade agreements, increased competition, customers demanding faster delivery, employee safety, changing technology and the need for quicker decision-making are just some of the complexities that plague wholesale distributors. Other issues include sustainability requirements, rising material costs, perishability of contents, and the cost and shortage of skilled labor.

Our clients have said that Trilogy Partners helps to manage their biggest assets – inventory, accounts receivables and people to improve profits, customers relationships and cash flow. We help isolate the success factors that make the biggest impact to differentiate your company in a very competitive market and implement solutions that help your company grow and move forward.

Case Studies from Wholesale Distributors



A leading manufacturer & distributor of specialty ingredients for the cosmetic industry...
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by on Apr 25, 2019 1:01 PM

My partnersleadership teamfamily members don’t see eye-to-eye.

My partners/leadership team/family members don’t see eye-to-eye.

  • Is everyone in your company moving in the same direction?
  • Is there trust and are expectations understood?
  • Are meetings productive?

According to a recent AON Hewitt Global Best Employer Research Report, “Engagement is derived from the way a senior leader connects with other senior leaders in the organization, and how effective and accountable (not necessarily how nice) they are as a unit.”

What this means is that the rest of the company is watching to see how leadership communicates, holds each other accountable and leads with a shared vision.

What makes the difference for small to mid-size businesses is the ability to make bold and swift decisions, and that only works if leadership is aligned on a strategy and vision. Alignment is a conscious and thoughtful effort that requires commitment to make the necessary adjustments. Trilogy can guide this process to persuade your leadership to fulfill their potential as a team.

Once your team is aligned, leadership can have Trilogy Partners implement the Entrepreneurial Operating System® (EOS®), a comprehensive business management system. It integrates a holistic model with a complete set of simple tools and a proven process to align and synchronize all areas of business. The results are traction, accountability and goal achievement.

“I have trusted Trilogy for multiple projects and engagements. The results were consistent and predictably excellent. Our Alliance Partner engaged with PAC (Professional Audio Consultants) to help structure an improved communication process between my top two managers and myself. Delivery exceeded promise and the results were immediately noticeable.”

Ralph Tarnofsky, President – Professional Audio Consultants


by on Apr 25, 2019 12:29 PM

My company is too dependent on me

My company is too dependent on me.

  • Do you feel like you are the chief problem solver?
  • Do your employees hold themselves accountable?
  • Can you delegate with confidence?

We work with you and your leadership to build a collaborative, aligned and effective team that successfully drives revenue, manages expense and mitigates risk.

We’ll work with your team on strategy, alignment, leadership, time management, goal and expectation setting, accountability, and communication. We will help you define your organizational structure, ensuring that the right people are in the right roles, and help you design processes that deliver on your vision.

By adding value, stability and predictability to your business, we help you achieve personal well-being and peace of mind. You will be able to comfortably delegate, and your team will be more engaged, self-reliant and accountable.

“Trilogy will challenge your way of doing business, your habits and your thinking. They will push you outside your comfort zone to act differently.”

Michael Rosen, President and CEO – Commercial Cleaning Corporation

Decision Making

by on Apr 25, 2019 12:27 PM

Am I making the right decisions for my business

I don’t know if I’m making the right decisions for my company.

  • Do you feel like all the decision-making falls on your shoulders?
  • Do you have a trusted advisor that offers sound advice?
  • Do you make swift decisions or do things drag on?

We are your sounding board, voice-of-reason, and confidante.

Our experienced group of Alliance Partners apply their individual and collective experience to assess your company, diagnose issues, design solutions, build a roadmap and then walk beside you through its implementation. Decisions become easier, and your business moves forward.

We also offer Entrepreneurial Operating System (EOS®) Implementation. EOS® is comprehensive business management system. It involves integrating a holistic model with a complete set of simple tools and a proven process to align and synchronize all areas of business resulting in traction, accountability and goal achievement.

When you feel uncertainty or doubt, we are with you.

“They are there with us in terms of planning things, they are there with us in terms of implementing things, they are there to be honest about whether we are making any progress or not, and they are interested in seeing us be successful over the long term.”

Tom Blatner, President and CEO – Janus Solutions

Financial Well-Being

by on Apr 25, 2019 12:25 PM

I don’t know how to use my numbers to manage my business

I don’t know how to use my numbers to manage my business.

  • Did you make as much money as you could last year?
  • Is your market share shrinking?
  • Is your business too dependent on a small few customers or employees?

We give you the opportunity to outsource your bookkeeping, controller and CFO functions. Trilogy Partners can provide timely and accurate accounting records and reports, at a fraction of the cost of hiring full-time employees.

We can also work with your CPA and financial team to ensure that the financial processes and internal controls are in place to help you make sound business and tax related decisions.

Trilogy Partners is committed to your personal and business success through experienced, astute financial management.

“With Trilogy…we are growing up, we are willing to wait for clients who will pay us more, and willing to charge more, we have more confidence-but not arrogance. We are more disciplined, focused, and organized, and we are becoming more accurate. If you are not satisfied with how much your business made or grew last year, you need to hire Trilogy.”

Paul Neuman, Chief Inspiration Officer – Neuman’s Kitchen Events & Catering


by on Apr 25, 2019 12:23 PM

I don’t have the right people take me to the next level.

I don’t have the right people take me to the next level.

  • Do you have the right people in the right seats?
  • Does your team deliver consistently and efficiently with the highest customer experience?
  • Have you lost key employees in the last 12 months?

It all starts with a good team. We start with current and future organizational charts to ensure that your business has the best people in the proper roles to move your company forward.

Our certified coaches can elevate your leadership and middle management by raising awareness, increasing confidence and introducing techniques to build effective teams. We provide strategies for harnessing greater employee engagement, accountability, effort and performance from your staff. We help ensure that communication, conflict and trust are all working together towards a better culture and positive outcomes.

“As we’ve continued to add people, it was very hard to maintain the original work life balance and culture. Trilogy has been tremendously impactful at rallying the new members of our team and bring them on board with the culture of the organization…it’s been a success and we feel really good about that.”

Ken Rosenberg, President – Atlas Print Solutions, Inc.


by on Apr 25, 2019 12:16 PM


I don’t know who can run my company.

  • Do you foresee a change in your role in the next 3-5 years?
  • Who would run your company if anything happened to you tomorrow?
  • Have you positioned your company to get the most value?

Trilogy works with you to create a profitable business that can succeed when you step into a new role or retire altogether.

Whether the transition is to a family member, internal employee or someone outside of the business, we help you decide the best timing and circumstances in order to get the greatest return on your investment.

We embrace the opportunity to get inside your business, understand the big picture, envision what is on the horizon, and craft a strategic action plan for sustainable growth and competitive advantage. This may include:

  • Generational continuity planning
  • Succession planning
  • Executive coaching
  • Leadership development
  • Process development
  • Addressing soft skills that improve culture and behavior

Our goal is to implement a transition that will preserve your brand, retain skilled talent and dedicated clients, and maintain focus and productivity throughout.

“Trilogy has been very instrumental in the success of my engineering firm’s Ownership transition. They guided me through the initial transition and with the Alliance Partners’ assistance, we immediately had unprecedented growth.  There is no question hiring Trilogy was the best decision I ever made.”

Allen Roth, President – Joseph B. Callaghan, Inc.


by on Apr 25, 2019 12:13 PM

My people are not accountable

My employees are not accountable.

  • How do you hold your staff accountable?
  • Are employees emotionally connected to the company and its culture?
  • Are your leaders reaching their full potential?

Accountability is taking ownership of one’s responsibilities. Although the definition sounds simple, the act of holding someone accountable seems tricky at times. Trilogy can provide leadership with the tools and guidance needed to successfully ensure that the entire organization stays on track.

Trilogy can also help your team understand the importance and value of being accountable. As a result, your team will learn to apply knowledge and practical experience to better your organization, rethink operations, and streamline processes.

Our executive advisory/coaching and leadership training can isolate opportunities for your leadership team to reach their full potential. We help individuals leverage their strengths and develop necessary skills and behaviors for future success. We identify measurable metrics and look at areas such as communication, conflict resolution and trust, in order to help build cohesive teams and create positive change.

“I was impressed with the experience represented by Trilogy’s Alliance Partners. Each brought a unique perspective about developing company culture while building solid business practices. Finding that balance is so hard to do yet Trilogy was able to make it happen for us.”

Larry Weiss, President – Atlantic, Tomorrow’s Office

Anything for a Buck

by on Apr 1, 2019 10:58 AM

Entrepreneur: a person who organizes and operates a business or businesses, taking on greater than normal financial risk. So how does Trilogy Partners help manage potential risk? We help owners fully understand the financial story of their business including the danger of “Anything for a Buck”.

It starts with an idea, for a product or service that you can do better than anyone else. This idea will make you more money than you’re earning now PLUS, you make the rules and set your schedule.

So, you make the leap. You buy the domain, create a website, and hang out your shingle. You are open for business.

The phone rings! It’s a friend who needs X. Now X isn’t exactly what you do but after a brief conversation, you accept the work because you’re just starting out.

Then you get an email from someone who needs Y. Y also isn’t what you do but it’s close enough, so you write a proposal.

Time passes and you take on work that is within your strategic plan and some that’s not. You are working hard, putting in more hours than planned, yet the ROI isn’t there. Your vision of working smarter, not harder, isn’t panning out and you’re not sure why. What went wrong?

Instead of committing to your vision, you decided to do anything for a buck.

Consider my very first client, AFAB, aka “Anything For A Buck”. That was their business model and it didn’t work. Here’s why.

AFAB tried to do a bit of everything for anybody. Every time they quoted a job, they were starting from scratch and that takes time. They couldn’t build on experience, because every job was different and required new and unproven resources and processes. In a nutshell, they were guessing. Often, they would lower their quote to secure a project, minimizing the value of their brand. Also, by not specializing, the quality of their work suffered, and they did not stand out from the competition.

Stick to your vision. You know what you do well and why it adds value. You’re passionate and that passion shows. Every time you deviate from that model, you are spending time and money trying to reinvent a wheel that someone else has already invented, someone who is passionate about that wheel. Your time IS MONEY. Taking a lower rate of pay or a lower gross margin is a false positive. On paper, it looks like the business is making money, but unless you’re taking a fair market salary for what you’re doing, profits are overstated.

At Trilogy Partners, we understand how difficult it is to turn away a customer, especially a paying one who you genuinely want to help. But learning how to measure which clients and work are profitable is essential to the health and sustainability of your business. We can help you define your strategy and design a financial plan to support your vision. Call us at 609-688-0428 and let’s get started.