Our Network

Sometimes, our clients need expertise that is outside of our wheelhouse. That’s why Trilogy Partners has an extensive network of vetted professionals that are referred to our clients by request. These individuals share our core values and approach clients with the highest level of integrity and service. The following are some of the specialties often referred:

Legal

  • Corporate
  • Mergers & Acquisitions
  • Estate Planning

Accounting

  • Tax Returns
  • Audited & Reviewed Statements
  • Strategic Tax Planning Experts

Banking

  • Credit Lines
  • Commercial Loans
  • Checking & Savings Services

Insurance & Risk Management

  • Key Person Planning
  • Property & Casualty/Captives
  • Professional, Employee & Cyber Liability

Financial

  • Business Exit & Succession Planning
  • Business Valuation
  • Personal Financial Advisor

Health & Life Insurance

  • Employer Sponsored Plans
  • Disability & Long-term Care
  • Compliant Health Reimbursement

Human Resources

  • Recruiting
  • Compensation Plans
  • Outsourced HR & HR Audits

Technology

  • VoIP Needs Assessment
  • Cloud Based Server Environments
  • IT Management & Support