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 two and a half 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
- JoyShop Ministries, Treasurer
- Lancaster Chamber of Commerce and Industry Finance Committee
- The High Center, Member and Peer Group Facilitator