Trilogy Partners – A 10 Year Journey


by on Feb 5, 2019 12:15 PM

As a CPA, people often ask me why I started Trilogy Partners.  I enjoyed my career but deep inside, I knew that I wanted a different path, one that would allow me to be more consultative, collaborative and capitalize on my tendency to look at things differently.

Being an entrepreneur and working with entrepreneurs, I recognized that business owners look to the future, search for opportunities and sometimes ignore potential pitfalls.  Also, many business owners are visionaries and excel at their trade but are not strong at implementation and managing people or processes. My idea was to solve this disconnect and form a team of trusted advisors who could help entrepreneurs implement their vision, create new opportunities for their employees and pay it forward to other entrepreneurs.

In the beginning, I made mistakes ranging from the structure of the organization, to unrealistic expectations, lack of processes and focus.  I was often frustrated, and even thought I would fail.  Because of my support system, the people who really cared about me and believed in Trilogy, I was able to push forward.  As the years progressed, I realized that I had to let go, not micro-manage and release control.  As a result, we implemented EOS®, identified a new strategy and hired terrific employees.  Ultimately, I found the right integrator who is a confidante and someone I trust to run the business.

Why do I still love Trilogy Partners? Trilogy has had a major impact for so many.  Our clients have seen greater financial results, better corporate culture and strength in leadership.  Our network of Alliance Partners has created something special where we have subject matter expertise, common values and a collaborative team who want to make a positive difference.

As we celebrate our 10th year, I’m excited about the initiatives we will be undertaking.  Just like our clients, we will face challenges but with the right strategy, processes, financial aptitude and people, I am hopeful for what’s ahead. We look forward to sharing Trilogy’s redefined services in the upcoming months and thank you for the support you have shown on this journey. The best is yet to come.