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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?


Rainmaker’s Roundup with guest, Hal Levenson

Watch as Hal Levenson, Chief Visionary Officer, shares the story of why he started Trilogy Partners and talks about our services and what makes Trilogy different than other advisory firms.
Click HERE for details!

Trilogy’s 2018 Seminar Schedule

Please check back for our next event



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

What’s the “Real” Business Challenge?
What holds a business back? Unfortunately, it’s not uncommon to see even successful companies struggle to grow. When working with Trilogy clients, challenges typically surface in the following categories: Fundamental business issues... read more
Maximize your Business Value
I enjoy working with Trilogy clients, helping them to better understand their financials to set strategy and drive growth. But what happens when owners want to exit the business? How can they ensure that they get the highest value for the business... read more
School Smarts + Street Smarts = Success
When working with Trilogy clients, I often tell them the story of Mitch and Jack, two high school friends with contrasting personalities.  Mitch was a loner, a straight-A student who always completed the extra credit homework and was essentially... read more