News & Events

What Should You Do with Excess Profits?

What Should You Do with Excess Profits

What should you do with excess profits? It’s a great problem to have but it can also be difficult to navigate. Imagine your business is pushing out excess profits (business owners often dream of such times). What should you do now that you find yourself with a robust bottom line? Here’s 3 Suggestions for What Should You Do with Excess Profits 1. Place one-third aside for your owners or shareholders as a return on their investment. Make sure you include yourself in order to establish personal financial independence and stability. 2. Keep one-third with the company for future investment. Make sure you properly capitalize the business areas that need attention and will produce results. 3. Put the last third into an employee profit sharing pool. Your people are your greatest […]

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Pain Relief in Business: Return on Investment vs Return on No Investment

Return on Investment vs Return on No Investment

There’s lots of talk about Return on Investment but what about your Return on No Investment? Not sure what I mean. Let me explain. In November 2018, I heard that Tony Robbins, the inspirational coach was coming to Newark, NJ for one of his “Unleash the Power Within” weekend seminars. It sounded intriguing so I signed up. The theme of the weekend reflected one of Tony’s famous quotes: “Change happens when the pain of staying the same is greater than the pain of change.” While at the seminar, I started thinking about my approach with clients. I often used Tony’s quote with those who were struggling with financial, strategic or organizational issues. I clearly saw that they were held back by their limiting beliefs and referencing his quote was the […]

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Staying Focused for Success in Business

Staying Focused for Success in Business

I’m often asked about the secret to success in business. I’m tempted to run off a list of points like understanding your financials, finding a mentor, taking calculated risks, filling a need in the marketplace, etc. While those elements have undoubtedly helped in my 30 years of entrepreneurship, the secret to me is a simple concept – Staying Focused. Staying focused is a simple concept, but adhering to it is another story. As a Visionary and Entrepreneur, I naturally generate new ideas each day. These ideas are not burdensome to me, in fact, I thrive on them. I truly believe that each one has merit and would love to see my concepts come to light. More idea generation means more forward movement and growth. Makes sense, right? This is where […]

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Getting Stuck on the Flagpole

we’ve always done it this way

Addressing the “But we’ve always done it this way” mentality can be difficult, especially when employees are well trained to follow a specific business process.   One of my favorite movies to watch during the holiday season is “A Christmas Story” about a young boy’s experience growing up in the 1940’s. The most memorable moment of the film for me is when, during recess in the schoolyard, Ralphie & his friends “triple-dog-dare” classmate Flick to stick his tongue on a frozen flagpole. Guess what happens next? Just as Flick realizes that he’s stuck, the recess bell rings. Frantically, Flick calls for help as he sees his cohorts fleeing the yard. Ralphie turns to Flick, shrugs his shoulders, responds in a serious tone, “But the bell rang!” and then trudges back […]

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Utilizing the Power of Choice in Business

Utilizing the Power of Choice in Business

Let’s examine the power of choice as it relates to our business and personal lives. One of the greatest benefits of my business is that I get to work with talented people who are part of Trilogy’s Alliance Partner team. Our seasoned Alliance Partners deliver high-touch, quality, personal service to support our clients’ needs. I’m excited to share my thoughts on The Power of Choice written by Denise Yosafat, a member of our team. Making choices in one’s life can be daunting. I’ve seen people, including myself, stall at moving forward out of fear of possible repercussions. In business, especially, making the wrong choice can be devastating. So how do you get over the fear while ensuring that your choice is sound? In her book, Denise surmises that making a […]

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Sustaining Accountability within Your Organization

Sustaining Accountability within Your Organization

Let’s look at some tactics for sustaining accountability within your organization. I’ve written before about the importance of Accountability. Everyone seems to know what it means in theory but putting it into practice is another story. Below are four key tips to sustaining accountability that organizational leadership must follow: Trust and trustworthiness – Trust is a two-way street: Being worthy of someone’s trust and taking steps to trust someone. One does not truly exist without the other. And, they form the foundation upon which accountability can be built. It takes time to build trust but without it, an organization cannot evolve. Open and honest dialog – Having a dialog that gets to the point, stated in a respectful manner and staying focused on the issue and not the person are […]

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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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