Posts by: Hal Levenson


Trilogy Partners Affiliates with Haefele Flanagan

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 […]

Read More....

Measuring Your Success – Are You Too Hard on Yourself?

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 […]

Read More....

Three Focus Areas for Business Growth

Three Focus Areas for Business Growth

We can all agree that this year has been like no other. As we look forward to a new year, I’m sure many of us will reflect on what we’ve learned as business owners and think about what we can do moving forward. When I consider my own company, Trilogy Partners, I must take the same advice that we give to our clients. Our experience has shown that the three focus areas for business growth that business owners need to address to fulfill their vision and ensure success for their company are: (1) Fundamental Business Disciplines (2) Human Behavioral Dynamics (3) Change We have found that by not focusing on all three focus areas for business growth can lead to inefficiencies, culture issues, and stagnation within the business. Understanding and […]

Read More....

PODCAST: Navigating Your Family Owned Business

PODCAST Navigating Your Family Owned Business

Hal Levenson, Chief Visionary Officer appears as a guest on Discussions by Domain hosted by Anthony DeGraw, Director of Partnerships. Hal and Anthony speak about the challenges and opportunities of running a family owned business, the value we bring to our clients, and what makes Trilogy DIFFERENT from other business advisory firms. Listen to the podcast HERE or on YouTube. Trilogy Partners has a long history of helping our clients implement successful changes. Read some of our success stories HERE and contact us HERE. 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: Financial, Strategy & People. You Can Listen Here>>> Or Watch […]

Read More....

How to Survive & Thrive in a Family Owned Business

thrive in a family owned business during these challenging times

Let’s look at how to survive and thrive in a family owned business during these challenging times.  It would be an understatement for me to say that COVID has changed the way we do business. Some would argue for the better, others for the worse. Regardless of how it has affected your company, what I know is this: People are facing new demands and confronted with hard decisions that they can’t put off until tomorrow. Businesses can no longer sweep things under the rug and play it safe. This environment just won’t allow it. I’ve heard from many of our clients who run a family owned business that they need to adapt. Business and familial issues that have mounted for years are suddenly forefront and must be resolved. For those […]

Read More....

Time to Make the Donuts – Changing Your Perspective on Creating a Budget

Creating a Budget

At the beginning of every 4th quarter, as I think about the upcoming year’s budget, I’m reminded of the old Dunkin Donuts commercial where the deflated guy woefully says, “Time to make the Donuts”. This is how some business owners feel about creating a budget. Why is creating a budget viewed as such a drag? There are many possibilities. It could be looked upon as a necessary chore; something you are supposed to do. I know as a Visionary, being obliged into any type of process whether it be monthly or annually makes me cringe. It also forces an owner to face the state of his/her business which can be uncomfortable, and for some, may be even more difficult this year. Finally, some business owners just don’t know where to […]

Read More....

Implementing the Pace of Change in Business

Implementing the Pace of Change in Business

Let’s examine implementing the pace of change in business. I recently found a quote by the late management guru, Peter Drucker, that read: “The greatest danger in times of turbulence is not the turbulence—it is to act with yesterday’s logic.” As I think back on 2020, this statement could not be truer. Forced into turbulence by a global pandemic, businesses had to adapt – we could not act with yesterday’s logic and had to pivot quickly. However, under normal circumstances, as suggested in my recent articles, Setting the Pace of Change and Determining the Pace of Change, there are factors that impact strategic decisions. In this article, I share a word of caution, even when changes are thoughtfully identified, plans are rarely implemented perfectly. The best plan will incorporate some […]

Read More....

Determining the Pace of Change in Business

Determining the Pace of Change in Business

Let’s look at determining the pace of change in business. In a recent blog, I introduced the idea of Setting the Pace of Change. There are several factors to consider and when determining the cadence, leadership faces an added challenge. They must balance the realities of the business with the emotional impact that could damage the human resource infrastructure. So how do change leaders push back against ‘status quo’ that holds strong investment and commitment from employees – and corporate leaders? They must make the case that ‘status quo’ is no longer adequate to keep the firm relevant and competitive in its market. “We’ve always done it this way,” has been the last words of many doomed or dying organizations. Communication and transparency allow for a conversation that introduces the […]

Read More....

Setting the Pace of Change in Business

Setting the Pace of Change in Business

As entrepreneurs, we know that change is constant. But is it a bad thing? I agree with psychologist Dr. Dennis O’Grady who said, “Change has a bad reputation in our society. But it isn’t all bad – not by any means. In fact, change is necessary in life – to keep us moving, to keep us growing, to keep us interested.” Change that originates within us or within our organization is typically within our control. However, external change might be instigated by a shift in markets, technologies, customer needs, demographics, competitors or even, a global pandemic. These occur outside our control and yet, when we let go of fear, we can often identify opportunities we never considered. No one can deny that since 2000, businesses have experienced radical transformation. My […]

Read More....

Executive Coaching Can Clean Your Head Trash

Executive Coaching Can Clean Your Head Trash

I struggle with Head Trash. I’ll go out on a limb and suggest that I am not the only business owner who struggles with this ailment. For those unfamiliar with the term, head trash is the negative thoughts, feelings, or emotions that can consume you about yourself and/or your business. These self-deprecating beliefs, which are false most of time or exaggerated at best, are so strong that you can be held back from making decisions and seeing the reality of a situation. I’ve tried many self-cures throughout the years for my head trash including denial of its existence, downplaying its effects, making a joke out of it, and getting angry at myself. To my dismay, it continued to rear its ugly head. The irony is not lost on me that […]

Read More....