Valuation Services
From buy-sell agreements to litigation support, we help make sense of the complicated world of business valuation.
Experts in Valuation Services
Buying. Selling. Merging. Planning.
Our Lead Advisors also bring an objective third-party perspective to the process. That objectivity can be crucial when a company is closely-held or family-owned—environments that are sometimes complex and filled with emotion. Simon Lever’s team has extensive experience and specialized credentials, allowing them to provide you with a defensible, fully documented valuation.
Whether you need a business valuation report for a succession plan or potential acquisition, count on Simon Lever’s Lead Advisors to set your business up for its next chapter.
Key Services
- Merger & Acquisition Valuations
- Estate & Gift Tax Valuations
- Succession Planning Valuations
- Buy-Sell Agreement Valuations
- Charitable Contribution Tax Valuations
- Valuation Determination
- Purchase Price Allocations
- Litigation Support
Meet Our Valuation Experts
Learn More About Valuation 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.