Advisory Services
Our advisory process is simple: We get to know your business goals from all angles, building a relationship founded on trust and collaboration. This process allows our Lead Advisors to deliver sound advice and bring clarity to complex financial situations.
Services Offered
Succession Planning
Succession and estate planning are often filled with complicated and emotionally charged decisions. Our business advisors offer objective insights to guide you toward the most informed decisions.
Valuation Services
From buy-sell agreements to litigation support, Simon Lever’s Lead Advisors will help you navigate the complicated world of business valuation.
Consulting Services
Work with a team that will help you find your financial footing, whether you’re considering business financing or looking to establish benchmarks.
Mergers & Acquisitions
When considering what’s next for your business, Simon Lever’s Lead Advisors will walk you through the valuation process, structure a tax-efficient deal, and work to find a win-win solution.
Frequently Asked Questions
We start with in-depth conversations to understand your family and business priorities, then craft strategies that address both financial and relationship goals.
We offer a full range of business valuation services, including valuations for mergers and acquisitions, estate and gift tax, succession planning, buy-sell agreements, charitable contributions, and litigation support. Our valuation experts consider your financials, industry trends, market position, and unique factors—ensuring you have a clear, credible value whether you’re planning a sale, succession, or restructuring.
Yes, our Lead Advisors guide you through every step of the M&A process. Whether evaluating potential partners, navigating negotiations, or addressing legal and financial complexities, we aim to maximize your value and protect your interests. Our goal is always to prioritize your long-term success and financial security.
Our consulting team partners with you to analyze compensation, benchmark performance, forecast growth, manage cash flow, and assist with financing—helping you make confident decisions at every stage.
Learn More About Our Advisory Services
"*" indicates required fields
