Solutions

Company Growth

I want to grow my company and be more profitable.

I want to grow my company and be more profitable. Do you spend countless hours working in your business without seeing movement? Have you hit a point where you just can’t grow revenue beyond a certain point? Are you feeling pressure from rising costs, reduced profit margins and cash flow issues? We admire business leaders who have the courage to take an idea and do it better than anyone else. We also know that sometimes, it’s necessary to bring in a trusted advisor who is objective, experienced and sees things in a different light. Our clients say that we look at things that they never dreamed about. Trilogy’s objective and comprehensive review provides a fresh, pragmatic perspective on what’s holding your business back. We work with you to identify how […]

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Sustainability

Sustainability

We are struggling to keep up with our growth. Are your people, processes and technology no longer adequate?

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Alignment

My partnersleadership teamfamily members don’t see eye-to-eye.

My partners/leadership team/family members don’t see eye-to-eye. Is everyone going in the same direction? Is there trust…

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Empowerment

My company is too dependent on me

My company is too dependent on me. Do you feel like you are the chief problem solver? Do your employees hold themselves accountable? Can you delegate with confidence? We work with you and your leadership to build a collaborative, aligned and effective team that successfully drives revenue, manages expense and mitigates risk. We’ll work with your team on strategy, alignment, leadership, time management, goal and expectation setting, accountability, and communication. We will help you define your organizational structure, ensuring that the right people are in the right roles, and help you design processes that deliver on your vision. By adding value, stability and predictability to your business, we help you achieve personal well-being and peace of mind. You will be able to comfortably delegate, and your team will be more engaged, […]

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Decision Making

Am I making the right decisions for my business

I don’t know if I’m making the right decisions for my company. Do you feel like all the decision-making falls on your shoulders? Do you have a trusted advisor that offers sound advice? Do you make swift decisions or do things drag on? We are your sounding board, voice-of-reason, and confidante. Our experienced group of Alliance Partners apply their individual and collective experience to assess your company, diagnose issues, design solutions, build a roadmap and then walk beside you through its implementation. Decisions become easier, and your business moves forward. We also offer Entrepreneurial Operating System (EOS®) Implementation. EOS® is comprehensive business management system. It involves integrating a holistic model with a complete set of simple tools and a proven process to align and synchronize all areas of business resulting […]

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Financial Well-Being

I don’t know how to use my numbers to manage my business

I don’t know how to use my numbers to manage my business. Did you make as much money as you could last year? Is your market share shrinking? Is your business too dependent on a small few customers or employees? We give you the opportunity to outsource your bookkeeping, controller and CFO functions. Trilogy Partners can provide timely and accurate accounting records and reports, at a fraction of the cost of hiring full-time employees. We can also work with your CPA and financial team to ensure that the financial processes and internal controls are in place to help you make sound business and tax related decisions. Trilogy Partners is committed to your personal and business success through experienced, astute financial management. “With Trilogy…we are growing up, we are willing to […]

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People

I don’t have the right people take me to the next level.

I don’t have the right people take me to the next level. Do you have the right people in the right seats? Does your team deliver consistently and efficiently with the highest customer experience? Have you lost key employees in the last 12 months? It all starts with a good team. We start with current and future organizational charts to ensure that your business has the best people in the proper roles to move your company forward. Our certified coaches can elevate your leadership and middle management by raising awareness, increasing confidence and introducing techniques to build effective teams. We provide strategies for harnessing greater employee engagement, accountability, effort and performance from your staff. We help ensure that communication, conflict and trust are all working together towards a better culture […]

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Transition

Transition

I don’t know who can run my company. Do you foresee a change in your role in the next 3-5 years? Who would run your company if anything happened to you tomorrow? Have you positioned your company to get the most value? Trilogy works with you to create a profitable business that can succeed when you step into a new role or retire altogether. Whether the transition is to a family member, internal employee or someone outside of the business, we help you decide the best timing and circumstances in order to get the greatest return on your investment. We embrace the opportunity to get inside your business, understand the big picture, envision what is on the horizon, and craft a strategic action plan for sustainable growth and competitive advantage. […]

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Accountability

My people are not accountable

My people are not accountable. Are you and your partners/leadership team fully aligned? Are your leaders reaching their…

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