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Entrepreneur: a person who organizes and operates a business or businesses, taking on greater than normal financial risk. So how does Trilogy Partners help manage potential risk? We help owners fully understand the financial story of their business... read more

One day many summers ago, the founder of Trilogy Partners, Hal Levenson, brought a bunch of varied colored roses from his garden into our office.  Sitting in a bucket, the unshorn flowers were wild with bits of soil clinging to them. ... read more

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... read more