Former CPA, Hal Levenson, spent many years in his accounting practice helping small and medium-sized companies, in the New York, New Jersey and Philadelphia area. An entrepreneur himself, Hal is passionate about the contributions that entrepreneurs make to economic growth, standard of living, skill advancement, and community development. Yet, in his years in accounting, Levenson saw the frustration of CEOs trying to align business objectives with personal goals. He noticed that so many businesses seemed stuck. Employees at most every level were putting in long hours and working exceptionally hard just to get an edge on a competitor, keep up with technology or handle sensitive personnel issues.
When organizations attempt to carry out major business functions without the required skills and behaviors, it creates a great and unnecessary challenge and slows business growth. For so many companies, simply juggling the day-to-day demands is all they can do to stay competitive. Levenson founded Trilogy Partners in 2009 to provide these businesses and their CEOs with the direction, planning, and financial advice that they need. He formed a team of experienced C-Suite advisors, called Alliance Partners, who could help entrepreneurs implement their vision.
In 2021, Trilogy Partners merged with Haefele Flanagan to provide stronger outcomes for clients, whom now have access to holistic business advisory services from strategy through finance. These services include, but are not limited to, strategic planning, executive and leadership coaching, business transition and exit planning, financial education, and C-Suite support.
When he’s not working, Hal enjoys golf, bridge, gardening, traveling, and spending time with his wife and daughter. Most recently, Hal founded and serves as president of the Small Business Mentorship Initiative (SBMI), whose mission is to instill hope, success, and independence to small business owners by providing mentorship and education.
Bachelor of Science in Business Administration – Indiana University of Pennsylvania, Indiana, PA
Small Business Mentorship Initiative – President
Executives Association of New York City
The Association for Corporate Growth
Rotary Club of Trenton NJ – Past President and Foundation Board Member
Capital Health Systems – Patient Family Advisory Committee
What’s your favorite part of your job?
Helping entrepreneurs achieve their vision, make a positive impact, and be financially independent. Also, the ability to work with liked-minded people with similar values that want to pay it forward.
When you were a child, what did you want to be when you grew up?
A Zulu warrior
Words to live by:
People do not care how much you know until they know how much you care.