AT SIMON LEVER
Marlin’s reputation for looking beyond the numbers has made him a trusted and valued advisor among Simon Lever’s clients. With an emphasis on honesty and candor, he offers straightforward analyses and forward-looking solutions.
As Senior Executive Partner, he combines extensive expertise and creative problem-solving to deliver advice when it matters most regarding mergers and acquisitions, succession planning, estate planning, business financing transactions, buy/sell agreements, conflict resolution, personal financial planning, and tax consulting and planning.
Marlin specializes in partnering with closely held and family-owned businesses, from emerging startups to well-established enterprises. His advice has guided clients across a range of industries, including construction, real estate, manufacturing, distribution, and agribusiness.
Marlin has been a core member of Simon Lever’s team since 1976. He served the firm as Managing Partner for four decades.
For more than 20 years, Marlin coached junior high soccer, which helped him better understand how to help others, including his clients, work through challenges.
EDUCATION & CERTIFICATIONS
- B.A. Business Administration-Accounting, Messiah College
- Certified Public Accountant (CPA)
- Managing Partner Academy, Upstream Academy
PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS
- Financial Executive of the Year, Small Private Company, 2015 Finalist, Central Penn Business Journal
- Distinguished Alumnus Award, Messiah College
- Lancaster Chamber of Commerce and Industry, Member
- Pennsylvania Institute of Certified Public Accountants, Member
- American Institute of Certified Public Accountants, Member
- Manheim Brethren in Christ Church, Finance Committee Chairman
- Manheim Brethren in Christ Church, Leadership Board Vice Chairman
- JoyShop Ministries, Treasurer