ADVISORY SERVICES

Advisory Services That Move Your Business Forward

For us, advise is an action word. 

That’s exactly why we never take a “set it and forget it” approach to consulting. When you partner with Simon Lever, you get a proactive business advisor by your side—a dedicated professional with the skills and resources to position your business for success. 

Whether you need to improve efficiencies, establish benchmarks, or capitalize on opportunities, your Simon Lever advisor will be an enthusiastic member of your success team. 

As one of the region’s most trusted development partners, we offer advisory services to a diverse range of clients, from growing startups to third-generation family companies. Our team also includes industry-specific experts with extensive knowledge of sectors like agribusiness, manufacturing, technology, and health care. 

Simon Lever delivers reliable, tailored advice to businesses in areas including Lancaster, Dauphin, Berks, Chester, Lebanon, and York Counties. Let us move your business forward, too. 

SUCCESSION & ESTATE PLANNING
Succession and estate planning are complex and often emotionally charged. Our business advisors offer financial know-how and objective insights to guide you toward the best decisions.
VALUATION SERVICES
From buy-sell agreements to litigation support, we will help you navigate the complicated world of business valuation.
ENTREPRENEUR & STARTUP SERVICES
You don’t need to walk the business venture path alone. Let our team offer advisory services that bring clarity to new situations so you can make the right call.
CONSULTING SERVICES
Work with a team that will help you find your financial advantage, whether you’re considering business financing or establishing benchmarks.
OUTSOURCING
Get the expert accounting help you need when you need it. We provide bookkeeping, temporary accounting help, policy reviews, and more.
ORGANIZATIONAL
DEVELOPMENT
Gain a competitive advantage by building an organization with the culture, structures, and plans that move you from where you are to where you want to be.

How About a Coffee?

We know that everyone has unique challenges and goals.
Let’s chat so we can understand yours.

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