Professional Services
Simon Lever acts as a strategic business advisor, taking professional service firms to the next level of growth.
Advisors Here to Help
Simon Lever provides industry-specific expertise that guides your company through the ever-changing landscape of professional services. We develop actionable solutions with a 360-degree view of your company in mind. Whether you’re a growing law firm, a software firm, or a marketing agency—Simon Lever will be by your side with tailored, strategic advice to maximize income and set the foundation for smart growth.
Services for Professional Service Companies
- Tax Preparation, Planning & Compliance
- Financial Statement Reporting
- Mergers & Acquisition Services
- Financing Options Analysis
- Valuation Services
- Outsourced Accounting Services
- Analysis & Benchmarking
Meet Our Professional Services Industry Experts
Learn More About Resources for Professional Services
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Service Done Differently
Service is at the heart of everything we do. Specializing in closely-held and family-owned organizations, we are deeply invested in the success of our clients. Our Lead Advisor approach gives each client access to an experienced professional who understands the value of asking the right questions and acting quickly on the solutions.