Our Team

/ Hal Levenson

Hal Levenson

Partner & Chief Growth Officer

Hal Levenson spent many years in his CPA practice helping small and mid-sized companies in the New York, New Jersey and Philadelphia area.

An entrepreneur himself, Hal is passionate about the contributions that business owners make to economic growth, standard of living, skill advancement, and community development. In order to help owners achieve their business and personal goals, he founded Trilogy Partners, a consulting and advisory firm in 2009. At Trilogy, Hal and other advisors helped business owners through services such as strategic planning, financial guidance and leadership development.

In 2021, Trilogy Partners merged with hfco to provide even more outcomes for clients. Hal’s years of expertise across industries bring seasoned, real world perspective to hfco and its clients.

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.

What drives Hal:

“I always strive to build relationships for life, rather than simply having clients for life. The most rewarding moments are when I see a client make a positive change in their life and then pay that growth and success forward to others.”

Areas of Focus
Executive Coaching
Strategic Planning
Business Transition & Exit Planning
Leadership Development
Family Business Advisory
Credentials
Affiliations
Small Business Mentorship Initiative – President
Executives Association of New York City
CPAmerica, Inc.
The Association for Corporate Growth
Rotary Club of Trenton NJ – Past President and Foundation Board Member
Capital Health Systems – Patient Family Advisory Committee
Education
Bachelor of Science in Business Administration
Indiana University of Pennsylvania, Indiana, PA

Ready to work with us?

Whether you’re navigating a business transition, planning for what’s next, or simply looking for an advisor who will take the time to understand your business, let’s talk.
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