Monthly Archives: January 2021


Trilogy Partners Affiliates with Haefele Flanagan


by on Jan 11, 2021 10:55 AM

Trilogy Partners with Haefele Flanagan

Trilogy Partners is excited to announce our new affiliation with Haefele Flanagan, an expert accounting and advisory firm, with a goal of providing complementary services for the benefit of their combined client base.

Haefele Flanagan’s expertise is in accounting and advisory services. The firm was founded over 50 years ago and provides a wide range of accounting, audit, assurance, and tax services to a diversified clientele in a variety of industries.

With Trilogy’s focus on strategy, leadership, people, and culture, we use a business’s numbers to see the story they tell, and then we use our expertise to guide them to sustainable growth. Haefele Flanagan prides itself on helping businesses thrive through hands-on accounting support. Combined, our two firms will embrace the top line, the bottom line, and every business issue in between.

This affiliation will provide stronger outcomes for clients, whom now have access to holistic business advisory services from strategy through finance. It’s clear that the expertise from each firm complements the other.

Please join us in celebrating two industry leaders now affiliating to provide complementary services for the benefit of our clients, and take a look at our short video, which encapsulates the plan.

Feel free to contact us and we can talk about how Haefele Flanagan can help you grow, with us right by their side.

Measuring Your Success – Are You Too Hard on Yourself?


by on Jan 6, 2021 10:58 AM

Measuring Your Success - Are You too Hard on Yourself

When measuring success, are you being too hard on yourself? As we kick off a new year, what goals do you have for your business: Increased sales? More production? A robust bottom line? Improved employee morale? Larger bonuses? Superior customer service? Creative marketing and branding? Growth, growth, growth?

As an entrepreneurial business owner, the list doesn’t seem to end when envisioning your success. It’s the ultimate goal and striving for greatness is as natural as breathing. For 30 years, I have passionately pushed my companies forward hoping to achieve excellence. And for 30 years, I’ve struggled with disappointment.

Don’t get me wrong; by all accounts the companies I have led and been affiliated with have been profitable and made a difference in countless lives. And I make it a point to celebrate the wins with my team. What I feel internally doesn’t manifest from the numbers, nor the service offering, nor the employees. It stems solely within me. It’s taken me a while to admit it, but I’m too hard on myself. How about you?

When I think about measuring your success, figures come to mind like Tiger Woods, Thomas Edison, and Steve Jobs.

But consider the following:

1. Tiger Woods has only hit 20 holes in one since the age of 6. He is now 45.
2. Thomas Edison and his team of researchers tested more than 3,000 designs for the lightbulb before coming up with the final product.
3. Remember Apple Lisa, Macintosh TV, the Apple III or Powermac g4 cube? Neither do I. These are some of Steve Jobs’ product failures.

Each of these people are legendary yet they didn’t succeed all of the time.

Feeling responsible and taking on the burdens of an organization is a common heavy weight carried on the shoulders of its owner(s). We understand that your employees look to you, but who can you turn to? Learn how we’ve helped others just like you: https://gettrilogypartners.com/executive-coaching-advisory/

If you would like to know how Trilogy Partners can assist you in these areas, read our Success Stories and contact us.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform. We accomplish this by focusing on 3 critical business areas: FinancialStrategy & People.