News & Events

Trilogy Partners is a division of Haefele Flanagan

Trilogy Partners is excited to announce that we now are a division of Haefele Flanagan, an expert accounting and advisory firm, headquartered in Maple Shade, NJ. Together, we are providing stronger outcomes for clients. We have exponentially increased our services, resources, knowledge, and perspectives, and our clients say this is a benefit.  In the short time that we have been working together, we already have some solid success stories, proving that the expertise from each firm complements the other. I’d love to tell you more – reach out to me at or call me at 609-688-0428 x12.

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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 […]

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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 […]

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Trilogy Partners’ Mentorship Program

Mentorship Program

Are you interested in business?  Do you want to develop some skills to enter the workforce or perhaps start your own company? Consider this opportunity:  We are pleased to announce Trilogy Partners’ Virtual Mentorship Program for young adults, age 18-30, living in urban communities. During a six-month period, we’ll offer one on one customized education based upon your interests.  You’ll have access to our Leadership team, tools, and library to help gain a better understanding of business. During your experience with Trilogy, you will have the opportunity to: Learn about Financials, Sales, Operations, Customer Service, Marketing, HR, IT, etc. Strengthen your verbal and written communication skills Take a personality assessment to better understand what career would be best for you Meet new people and begin to develop your network Participate […]

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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.

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CEO Chat

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.

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Trilogy Partners Celebrates 10th Anniversary

February 15, 2019 Yardley, PA –Trilogy Partners, LLC reaches a milestone this February, celebrating 10 years of business. The company grew from an idea of Founder/CVO, Hal Levenson, to form a team of trusted advisors who could help entrepreneurs achieve their vision by focusing on three critical areas: Financial, Strategy and People. To celebrate, Trilogy Partners will host an open house in the Spring to thank clients, friends, and business partners. “It gives me great pride in joining the Trilogy team to celebrate the company’s 10th anniversary. We have come a long way since the business was started in 2009 and are very excited about our future and our initiatives,” said Levenson. Trilogy Partners readied itself for growth by working closely with business leaders to diagnose, develop and implement custom […]

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