Success Stories

Family Owned Insurance Agency

Borden Perlman Insurance

A privately held, multi-generation, family-owned insurance agency serving individuals and organizations for over 50 years. Background The company is growing and engaged Trilogy Partners to address three immediate concerns: As partners begin to consider a transition to their respective next generation, roles and responsibilities need to be defined so that they are well positioned to step in at the appropriate time. Following an acquisition for a new line of business, they sought help to integrate the two offices, improve communications in and between offices, and promote behavior to increase sales and improve client retention. How to position high-potential individuals to take on new roles and responsibilities. Trilogy Guided Solutions Results Roadmap completed with clear and focused objectives; plan debriefed and distributed to leadership team Identified Strategic Plan Ambassadors to implement […]

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Printing & Branding

A full service visual marketing company specializing in luxury retail graphics, custom displays, event spaces, exhibitions…

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Structural Engineering

Established firm committed to providing innovative solutions to corporations, government agencies…

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Janitorial & Building Maintenance

Janitorial and building maintenance company delivering professional services supported by stringent quality control…

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Environmental Contractor

A leading provider of environmental drilling services and preferred partner of top environmental engineering…

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Technology

Family Run IT Business

A leading technology solution provider with a rich history of servicing both the public and private sectors in records…

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Environmental Engineering

Composed of brilliant individuals with extensive academic training and project experience, the firm…

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Electrical Engineering

A highly experienced team of designers, CAD operators, administrative staff, and engineers who provide affordable…

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Manufacturing

A custom case manufacturer providing shipping cases, transit cases, waterproof cases and presentation cases…

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Distribution

A leading manufacturer & distributor of specialty ingredients for the cosmetic industry…

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