Clients

Family Owned Businesses

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 […]

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Engineering

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 […]

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Construction

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 […]

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Manufacturing

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 […]

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Commercial Insurance

Commercial Insurance Companies

Commercial insurance companies are constantly facing changing customer expectations, pressure on premiums…

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Food & Beverage

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 […]

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Professional Services

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 […]

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Print & Design

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. […]

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Wholesale Distribution & Packaging

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 […]

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