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Trilogy Partners

A multi-disciplinary firm of C-level business, financial and executive advisors.

Most advisory firms are pretty good about identifying problems and even showing solutions to their clients. But they tend to fall down when implementing the change. Not at Trilogy. We believe real change happens when people earnestly and genuinely own getting the solution in place. We’re the firm that lays out the solution and then walks alongside you and your team the entire way.

  • Did you make as much money last year as desired?
  • Is your company’s vision and strategy clear?
  • Do you have the right people sitting in the right seats?


Trilogy News

Trilogy is looking for a Director of Client Management and Product Services.

Are you ready for the challenge of your life? Does being employed in a fast-paced, collaborative, small company with a learning work environment intrigue you? Do you want to be part of helping your clients go from good to outstanding? Look no further.

Trilogy Partners LLC, a rapidly growing, Yardley PA-based business advisory firm, seeks an experienced Director of Client Management. Reporting directly to the Chief Integrator Officer, this key role is responsible for providing relationship management with our clients and operational oversight of our services. Both process and relationship oriented, this unique role ensures and maintains Trilogy’s high-quality service.


  • Build, develop and maintain effective client relations service offerings that are in line with client expectations.
  • Develop and recommend strategies for deliverables and outcomes during entire engagement process including the selection of appropriate service providers/advisors also known as Alliance Partners.
  • Oversee communication between clients and internal team.
  • Survey clients’ ROI and adherence to scope on each engagement identifying potential gaps, roadblocks, issues and/or successes.
  • Act as an interface between Trilogy’s Sales Team and clients, diagnosing issues and proposing solutions.
  • Attend sales calls with potential clients as needed.
  • Strategize with clients about current and future business needs.
  • Ensure excellent client service quality is offered by Trilogy and delivered by its Alliance Partners.
  • Support the Director of Engagements by helping with the selection/recruitment, development, engagement, project management and client issue resolution of Alliance Partners.
  • Recommend strategies on improving service offerings to ensure client satisfaction.
  • Participate in the development and roll-out of Trilogy’s consulting service plans and programs.
  • High level project management of engagements.

If you are interested, please email


Operationally Speaking with Sergiu Simmel
Listen as Trilogy’s Hal Levenson, Chief Visionary Officer, and Andrea Grubb, Chief Integrator Officer, talk about the importance of the Visionary/Integrator Relationship and how this key relationship sets the foundation for a successful organization.
Click HERE for details!



Trilogy’s 2018 Seminar Schedule

Please check back for details in 2018


Success Starts with a Look Inside

Are you doing all you can to build sustainable growth at your company?

Are you doing all you can to build sustainable growth at your company?

Take the short Trilogy Advantage AssessmentTM to gain an honest understanding of your business’ position on the Change Curve and learn about the most logical next steps.

Start Your Assessment Now!


“Change is inevitable. Growth is optional.”
- John Maxwell

The Only Constant Is Change

Change in the business world is everywhere — inside our companies, around us in the marketplace, from our competitors, surrounding technology, you name it. It will not stop. It’s happened before, is happening now and will continue to happen in the future. The question is: will you be able to garner growth from change?

Trilogy-Meeting_cropExecutives Relating to Other Executives

The role of senior leadership is to convert the energy created by change into growth for your company and to do so at the most effective rate. Easier said than done. That’s where we come in. We are former CEOs and business executives who have mastered change, allowing us to empathize with your issues and help remedy them.

At Trilogy, we look at your business holistically: numbers, processes, organization and products combined with behaviors, communication, accountability and truthfulness.

How do we do this?

We base our approach on the Trilogy Change CurveTM to get a sense of priority on how to improve growth and net profits. We use the proven Trilogy Five-Step ProcessTM to help owners and leaders realize sustainable transformation in both their business and personal lives.

After we complete an assessment and establish a roadmap, we present the solution to a select group of former CEOs and business executives, known as Trilogy Alliance Partners, for review. This is our Trilogy C-Suite ReviewTM. These experienced individuals form a sounding board to make sure your assigned Alliance Partner delivers a solution that meets your unique circumstances.


Our Areas of Focus

  • Company Direction and Strategy
  • Processes, Sustainability and Continuity
  • Financial Management
  • Sales and Marketing
  • Human Resources
  • Leadership Coaching and Development



Our Clients Say:

“I was impressed with the experience represented by Trilogy's Alliance Partners. Each brought a unique perspective about developing company culture while building solid business practices. Finding that balance is so hard to do yet Trilogy was able to make it happen for us.”
- Larry Weiss, President and CEO, Atlantic Tomorrow's Office

The Latest

A Business Case for Courage
Business growth is directed through strategy.  This should not be news. Most business leaders have varying levels of implementation around strategy, but most agree that something has to be done with forethought and purpose.  But what really fuels... read more
Why You Must Over-Communicate
When coaching Trilogy clients, I often make a comment that you may find valuable: “In the absence of information, most people fill in the blanks, make up their own story … and usually add negative assumptions.” As a leader, your life is... read more
Visionary and Integrator: The Most Valuable Relationship in an Organization
In October, Hal and I had the opportunity to speak about our Visionary/Integrator (V/I) relationship on VoiceAmerica’s radio program “Operationally Speaking” with Sergiu Simmel.  It was a chance to explain our unique roles at Trilogy Partners... read more