Posts by: Trilogy Partners


Rainmakers Roundup

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.

Read More....

Anything for a Buck

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 […]

Read More....

It’s Time for a Plan!

Companies large and small often deliberate on the need and/or depth for a strategic plan or roadmap. Is there really any reason not to have a formal plan documenting where you are; where you want to go; and how you will get there? At Trilogy Partners, we guide business owners through the strategic planning process, allowing the organizational leadership to get out of the day-to-day and look at the business from “the clouds” or using the cliché, “working on the business, not in the business.” There is an essential difference between tactics, operational effectiveness, and strategy and we have seen first-hand how strategic planning improves overall organizational performance. In the past, strategic plans were onerous to develop and often sat on a shelf; dusted off only when the plan was […]

Read More....

Fix the Toaster

At Trilogy Partners, we often have to ask, do you want to fix the toaster or keep scraping the burnt part off the toast? It seems like a simple question but hear me out. How seamlessly does your organization really operate? Can you cite examples of non-productive behavior caused by the way you’re doing business now? Where are people in your organization falling further behind serving customers, making shipments, or completing their work because process improvements were not put in place? I am prompting you to go much deeper in your thinking process than whether or not you have an up-to-date organizational chart. You and your top team need to examine if your organization is really coalescing around the best ways to get things done. Do you need to fix […]

Read More....

Visionary and Integrator: The Most Valuable Relationship in an Organization

In October, Hal and I had the opportunity to speak about our Visionary/Integrator (V/I) relationship on VoiceAmerica’s radio program “Operationally Speaking” with Sergiu Simmel.  It was a chance to explain our unique roles at Trilogy Partners as well as showcase the benefits of having a Visionary and Integrator within a company. The terms Visionary and Integrator are used in the Entrepreneurial Operating System (EOS®) and are also explained in Gino Wickman and Mark C. Winters’ book Rocket Fuel.  Visionaries, generally business owners like Hal, are creative, big thinking, idea generators while Integrators like me are analytical, process oriented and drivers of the day-to-day operations.  Integrators are responsible for implementing the ideas of the Visionary. A valuable aspect of this relationship is its complimentary yin-yang dynamic.  To put it simply, Visionaries […]

Read More....

Trickle Down Metrics© and Why Companies MUST use Data to Drive Growth

How do you stay competitive and manage growth? Trilogy Partners encourages its clients to rely upon data to analyze business trends. The purpose of data is to create an ongoing analysis of intelligence and the outcomes can provide impactful insights for decision making. I maintain that the key for any owner is to be able to clearly identify which Trickle Down Metrics© are the most critical drivers for their business and to focus their limited resources on monitoring these for the best outcomes. The Trickle Down Metrics© of a company are the key performance indicators that permeate throughout all aspects of a business and drive the company towards the ultimate goals of the CEO and the organization. Consider ABC Company, an application development company that creates custom software and applications […]

Read More....

Shut Up and Lead!

Have you ever thought, this would be a great place to work if we didn’t have any employees? Truthfully, it has crossed my mind on a few occasions over the years. How can any leader have such thoughts about our most valuable assets? The answer is simple, we shouldn’t. John Maxwell states “a leader is one who knows the way; goes the way; and shows the way.” Effective leaders will model the expected behaviors through actions, not words, leading to the concept of “shut up and lead.” During the early 1990’s, Zenger-Miller published The Basic Principles for Success. Since then, I have adapted these principles as the foundation for professional relationships and the paradigm for expected organizational behavior. The principles are truly basic in concept but often difficult to achieve. […]

Read More....

Driving Accountability in Your Business

One of the most common concerns raised by business leaders is the desire to strengthen accountability in their organization.  When Trilogy Partners examines this concern with them, we often discover that each business owner has his or her own definition of accountability, and they all have very different views on what accountability looks like.  Let’s take a closer look at what the term means and the leadership behaviors you can focus on to strengthen accountability. We define accountability as accepting responsibility; disclosing results in a transparent manner; being candid about your actions and the actions of others.  We recognize that defining the term is much easier than bringing it to life inside an organization.  The place to start is to look in the mirror.  Are you creating a team environment […]

Read More....

Ownership Transition – Key Things to Consider

All of our clients own businesses, and a recent Washington Post article claimed that sales of small businesses hit a record high in 2016.  From time to time, business owners get to a point in their lives when they want to map out an effective exit strategy for at least two reasons: 1) they would like to enjoy themselves while they’re still in good health; and, 2) they want to ensure their company’s legacy for the sake of their employees (and customers). Trilogy Partners is currently working with a number of clients to transition business ownership either to internal hands (remaining owners, employees and/or relatives) or external hands (other companies or entrepreneurs).  In both instances, the owner is usually interested in maximizing the sales price, while also ensuring that the […]

Read More....

The “DIY” Approach to Business

Most people who start a business, particularly a small business, begin with just themselves.  They typically take on all key roles and areas, including attorney, accountant, marketing, sales and operations.  It’s usually justified based on cost since money is tight and every dollar not spent is a good thing, right?  Given the internet resources available, it seems that this concept is perfectly reasonable.  This is the Do-It-Yourself approach to business and there are some owners that can succeed with this model, but unfortunately, most do not. As the business evolves things begin to happen that will change that model.  Perhaps the owner is successful enough so that his/her taxes become too complicated or maybe some legal or insurance issue comes up and internet resources prove totally inadequate so the owner calls […]

Read More....