Hal Levenson
Partner & Chief Growth Officer
● Clients call Hal when the business feels stuck, when the owner is deciding how to grow, transition, or
step back, or when leadership, people, financial clarity, or accountability issues are getting in the way.
They may know something needs to change, but they don’t yet have a clear plan, the right outside
perspective, or the confidence to move forward.
● In practice, Hal helps owners connect the dots between personal goals, business goals, financial
realities, and leadership capacity. Clients walk away with clearer priorities, a practical path forward, and
access to the right Haefele Flanagan and Alliance Partner resources to support growth, transition,
leadership development, financial clarity, and execution.
● Hal is a fit for owners, founders, CEOs, presidents, partners, and family-business leaders of small and
mid-sized privately held companies who are open to candid guidance and ready to make meaningful
change. The best fit is a leader who wants a trusted advisor to help clarify options, build value,
strengthen the business, and create greater financial independence and peace of mind.
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. 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. HFConsulting 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.
Education
Bachelor of Science in Business Administration – Indiana University of Pennsylvania, Indiana, PA
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
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.
As a child, what did you want to be when you grew up?
A warrior
Words to live by:
People do not care how much you know until they know how much you care.
