Connect with us


Haefele Flanagan and Trilogy Partners Announce New Affiliation


Haefele Flanagan, an expert accounting and advisory firm, and Trilogy Partners, a business consulting firm, announce their affiliation today, with a goal of providing complementary services for the benefit of their combined client base.

The new affiliation is designed to provide stronger outcomes for each companys clients, whom now have access to holistic business advisory services from strategy through finance.

Working with the Haefele Flanagan team, we can reach privately-held companies, family-owned businesses, and nonprofit organizations to better meet and exceed their potential, in both the fundamental and the behavioral aspects of business, said Hal Levenson, Founder and Chief Visionary Officer of Trilogy Partners.

The expertise from each firm complements the other and their new, seamless approach with clients will ensure additional value for each engagement.

We can now look at our clients through the lens of the strategic business insights brought by the Trilogy team, said Jim Rogers, Managing Partner of Haefele Flanagan. It will be a benefit to each clients leadership team and to their bottom line. For our staff, the affiliation allows for more learning and growth opportunities. We believe that with this new partnership, our two organizations will better meet the growing and changing needs of small to medium size businesses.

Trilogy Partners, founded in 2009, explores strategy, leadership, people, and culture, assessing what story a business’s numbers tell and if they lead to smart decision-making and growth. The accounting and finance experts at Haefele Flanagan pride themselves on over 50 years of helping businesses thrive through hands-on accounting support. Combined, the two firms will embrace the top line, the bottom line, and every business issue in between.

The leaders of each firm recognized the value they could bring by working together. When we discussed the focus of each company, we realized that, together, we could leverage our strengths to make a difference for those we serve, said Rogers. It made sense to us on many different levels and were looking forward to seeing this affiliation flourish.

About Haefele Flanagan:

Haefele Flanagan is a CPA & advisory firm whose goal is to help their clients thrive through the financial acumen gained from more than 50 years of experience. For more information, call 856.722.5300 or visit

About Trilogy Partners:

Trilogy Partners, founded in 2009, is an advisory & implementation firm whose mission is to help companies grow and transform. We accomplish this by focusing on 3 critical business areas: Financial, Strategy, and People. For more information, call 609.688.0428 or visit

Debbie Albert


Editorial & Advertiser disclosure

Call for Entries

Global Banking and Finance Review Awards Nominations 2022
2022 Awards now open. Click Here to Nominate

Newsletters with Secrets & Analysis. Subscribe Now


Global Banking & Finance Review® is a leading financial portal and Print Magazine offering News, Analysis, Opinion, Reviews, Interviews & Videos from the world of Banking, Finance, Business, Trading, Technology, Investing, Brokerage, Foreign Exchange, Tax & Legal, Islamic Finance, Asset & Wealth Management. Copyright © 2010-2021 GBAF Publications Ltd - All Rights Reserved.