Advisory & Growth

Strategic guidance for the decisions that shape what comes next

Your business deserves a partner who understands where you want to go, anticipates what stands in the way, and brings the expertise to help you get there. At hfco, every advisory engagement starts with listening, because the right strategy only works when it’s built on a deep understanding of your goals, your timelines, and the people behind the business.
Collaborative discovery. Independent perspective. Practical outcomes. Long-term partnership.

Business Advisory

Identify the opportunities your business is positioned to capture and the financial, operational, and strategic changes needed to pursue them with confidence.

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Leadership & Executive Advisory

Guidance for owners, senior leaders and their teams who are navigating complex changes and decision-making and want an honest, experienced voice in the room.

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Technology Solutions

AI, automation, and technology tools that make your business more efficient, more visible, and better prepared for what's coming. We build AI agents, dashboards, streamline systems, and help leaders understand what the data is actually telling them.

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Strategic Planning

Together, we build and implement a roadmap that aligns your leadership team, defines your priorities, and connects every person in your organization to a shared vision of what success looks like.

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Business Advisory Leadership Advisory Technology Solutions Strategic Planning
Client outcome

What advisory work actually looks like in practice.

A family-owned transportation company in New Jersey came to hfco for accounting support. Today, they call on the hfco team to weigh in on everything from vehicle purchases and property acquisitions to long-term growth strategy. When the company pursued a cost segregation study on new property, hfco brought the expertise and connections to make it happen. With 16 entities and a growing operation, they now have a trusted advisor in their corner who knows their business as well as they do and is just a phone call away.

We've never done this before until we got with hfco — we always call them on big decisions and say, 'What do you think? What are the short- and long-term implications?' We never did that with a CPA before. I've had people ask me about hfco, and I can't give any more rave reviews than I do.

AJ Holcomb — President

Holcomb Transportation

Meet Our Team

The Advisory & Growth Team
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Hal Levenson

Partner & Chief Growth Officer
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Ken May

CPA, Partner
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Beth Renga

Director of Consulting Services
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Josh Smith

Director of Innovation

Advisory & Growth Alliance Partners

Committed and experienced industry professionals who share one common goal, to help you achieve your vision.
Advisory Works Best Alongside These

Integrated expertise across every dimension of your business.

Transition & Transaction Advisory

Tax Planning & Compliance

Outsourced Accounting & Finance

Schedule a Consultation

Ready to talk about what comes next for your business?

Let’s discuss how advisory services can enhance your business.

Igniting
Connection
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Progress
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