Monthly Archives: May 2019


Rainmakers Roundup


by on May 23, 2019 3:03 PM

Hal Levenson, Chief Visionary Officer, shares “why and how’ he started Trilogy Partners, the value we bring to our clients and what makes Trilogy DIFFERENT from other business advisory firms.

Watch as Hal Levenson, Chief Visionary Officer, shares the story of why he started Trilogy Partners and talks about our services and what makes Trilogy different than other advisory firms.

CEO Chat


by on May 23, 2019 3:02 PM

As Trilogy celebrates its 10th anniversary, Hal Levenson joins Al Cini and Joe Asumendi, hosts of CEO CHAT, to tell his story of why he started Trilogy Partners and the value Trilogy brings to our clients.

Family Owned Businesses


by on May 8, 2019 12:09 PM

Family Owned Businesses

Trilogy Partners works with well-established, successful businesses who happen to be family-owned. Often, we hear from 1st or 2nd generation owners that they are unsure if their children have the desire or experience to take over the family business. These owners also worry that with current competition, regulations and changes in technology, their business may not generate enough profit to support their retirement along with the next generation of owners.

What makes a family business so unique is the connection between quality and service to the family name, the concern for employees who are considered extended family, and traditions and values that have been rooted in leadership that is passed on for generations.

We understand and always value the human challenge, and our goal is to place family relationships first by establishing rules of engagement for working together. We help you navigate family dynamics, tackling day-to-day issues to take your family-owned business to new and sustainable levels of growth…all while maintaining the culture and legacy that differentiates you from the competition.

Case Studies from Family Owned Businesses

Janitorial & Building Maintenance

Janitorial & Building Maintenance

Janitorial and building maintenance company delivering professional services supported by stringent quality control...
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Technology

Technology

A leading technology solution provider with a rich history of servicing both the public and private sectors in records...
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Engineering


by on May 7, 2019 1:12 PM

Engineering Firms

Trilogy Partners provides consulting services to engineers who want to scale their business and need a team that will help them manage the business so they can stick to what they love: engineering.

Engineers have frequently turned to us because, as their businesses grew, the financial, operational and human resource challenges became overwhelming. A rigorous engineering curriculum did not fully prepare them for the stress of running a business or how to understand financial reporting, manage employees, generate leads, sell, or maintain customers. Transition, the search for top talent, leadership development, job costing, margin control and project management are just some of the issues that we regularly see.

Engineering is a unique profession in an ever-changing environment. We are champions for entrepreneurial engineers, helping to tackle the day-to-day issues to take your engineering firm to new and sustainable levels of growth.

Case studies from Engineering Firms

Structural Engineering

Structural Engineering

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

Environmental Contractor

A leading provider of environmental drilling services and preferred partner of top environmental engineering...
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Environmental Engineering

Environmental Engineering

Composed of brilliant individuals with extensive academic training and project experience, the firm...
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Electrical Engineering

Electrical Engineering

A highly experienced team of designers, CAD operators, administrative staff, and engineers who provide affordable...
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Construction


by on May 6, 2019 1:14 PM

Construction Companies

Construction companies have a unique set of challenges, such as the retirement of aging boomers and no incoming talent pipeline to replace them, unfavorable contract terms, unpaid services, safety and environmental issues, and project management and delays. Lack of alignment amongst partners, especially if the company is family-owned, can stall growth and emotions can interfere with business decisions. All these challenges impact both the top and bottom line of an organization.

The days of doing business on a handshake are gone and with so much happening at once, you can’t afford to waste time. Trilogy Partners helps construction executives address nagging and recurring issues that hold back profitability and sustainable growth head-on. Our Alliance Partners have helped our clients on areas such as strategy, alignment, job costing, budgeting, estimating, recruiting and defining values and culture. We have an objective approach and can offer different ways of doing things to drive results, helping to turn your business in to a professional organization.

Manufacturing


by on May 5, 2019 1:16 PM

Manufacturing Businesses

Trilogy Partners understands that manufacturing is complex operation, with a great many moving parts. Your business must meet tight deadlines with a seemingly never-ending shortage of labor, in a demandingly competitive global market. Issues such as changing technology, cybersecurity, and attracting leads require specialized knowledge and experience. That experience may not currently be represented in your organization.

Some of the reasons our manufacturing clients have engaged with Trilogy Partners include:

  • planning, scheduling and tracking production
  • training, accountability coaching and leadership development
  • budgeting, purchasing and cost reduction
  • differentiation through products, services and customer service
  • reinvestment in capital and human resources

We have a team of richly experienced executives who support you in your planning and execution, helping you to implement your vision every step of the way. And we do it at a fraction of the cost of hiring and managing full-time employees.

Manufacturing Case Studies

Manufacturing

Manufacturing

A custom case manufacturer providing shipping cases, transit cases, waterproof cases and presentation cases...
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Manufacturing

Manufacturing

Manufacturer of machines and displays/exhibits for trade shows and businesses...
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Commercial Insurance


by on May 3, 2019 1:20 PM

Commercial Insurance Companies

Commercial insurance companies are constantly facing changing customer expectations, pressure on premiums and commissions, and tougher rules and regulations. Also, in order to operate your business for sustainable and long-term growth, you’ll need to address concerns of advancing technology, effective data management and growth through mergers, acquisition and consolidation.

Our clients seek to define their unique capabilities to compete with co-ops and larger brokers. They look to provide the best products and services and invest in their people to deliver a high-quality experience.

Trilogy Partners is an extension of your team, supporting your growth and navigating the issues that often accompany a larger market share. Let us help you develop strategies to add value and build relationships, so you are a trusted partner and not an unspecialized commodity.

Food & Beverage


by on May 2, 2019 1:22 PM

restaurant or catering business

Running a restaurant or catering business is a demanding job. It requires you and your staff to deliver delicious cuisine, unforgettable service and a signature experience. Recruiting and training talent that supports your vision and can deliver a quality product is critical in your industry. Also, the processes to manage food safety and waste can positively impact your branding and bottom line.

Often, as a restaurant or catering business grows, the financial, operational, and HR demands pull the business owner away from the culinary design, preparation and service that keeps clients coming back. Our clients count on us financial reporting to measure key financial metrics and systems to ensure that alignment, accountability and culture aligns with their brand.

Trilogy Partners can help you focus on serving your customers, while adding to your revenue and increasing profitability.

Professional Services


by on May 1, 2019 1:24 PM

Professional Services

While their expertise and approach may be widely different, attorneys, accountants, doctors, IT and other service professionals all face many common issues. In many cases, their formal education did not teach them how to manage employees and customers, or how to run a business and handle the pressures of being an owner. Lead generation and business development can be outside of their comfort zone, and they may lack formal onboarding or mentoring within the organization. In addition, there is often no succession plan, so the business is too dependent on a small few at the top. Finally, the impact of billable hours can result in a stressful workplace, with lowered morale and increased turnover.

We help professionals who want to scale their organizations by identifying their strengths, focusing on what’s holding the business back and righting the ship. Today’s consumer is more educated and connected, and just being good is not good enough. Together, we define your unique roadmap, and set a strategy to help you stand out from your competition.

Case Studies from Professional Services Companies

Technology

Technology

A leading technology solution provider with a rich history of servicing both the public and private sectors in records...
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Company Growth


by on May 1, 2019 1:00 PM

I want to grow my company and be more profitable.

I want to grow my company and be more profitable.

  • Do you spend countless hours working in your business without seeing movement?
  • Have you hit a point where you just can’t grow revenue beyond a certain point?
  • Are you feeling pressure from rising costs, reduced profit margins and cash flow issues?

We admire business leaders who have the courage to take an idea and do it better than anyone else. We also know that sometimes, it’s necessary to bring in a trusted advisor who is objective, experienced and sees things in a different light.

Our clients say that we look at things that they never dreamed about. Trilogy’s objective and comprehensive review provides a fresh, pragmatic perspective on what’s holding your business back. We work with you to identify how to best leverage your business strengths, resolve its weaknesses and seize growth momentum to overcome business challenges.

Trilogy’s experienced, professional advisors are available to guide you and your business in Financial Review, Strategy & Alignment, Operations, Executive Advisory & Coaching, Leadership Development, EOS® Implementation and Integrator Recruiting. We’ll have the talent you need on your team at the time you need it.

“Trilogy is that rare breed that wants their clients to succeed. They are a sounding board with experience who will tell you the hard, essential truth. They will help take us to the next level.”

Vlad St. Phard, President – Customized Benefit Solutions, Inc.