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. This may include:

  • Generational continuity planning
  • Succession planning
  • Executive coaching
  • Leadership development
  • Process development
  • Addressing soft skills that improve culture and behavior

Our goal is to implement a transition that will preserve your brand, retain skilled talent and dedicated clients, and maintain focus and productivity throughout.

“Trilogy has been very instrumental in the success of my engineering firm’s Ownership transition. They guided me through the initial transition and with the Alliance Partners’ assistance, we immediately had unprecedented growth.  There is no question hiring Trilogy was the best decision I ever made.”

Allen Roth, President – Joseph B. Callaghan, Inc.