TAX & FINANCIAL REPORTING
MERGERS & ACQUISITIONS
ESTATE AND GIFT TAX
FAIRNESS OPINIONS
LITIGATION
INTELLECTUAL PROPERTY
     VALUATIONS

Experience
With experience in more than 1,000 valuations and 50 fairness opinions, the professionals at Simon Financial are uniquely qualified to provide clients with valuation services. Simon Financial has extensive experience providing valuation services to both publicly-traded and privately held companies in a variety of industries, including technology, apparel, manufacturing, software, medical products, consumer products, retail, restaurants, biotechnology, media and entertainment and financial services.


(Division of Lockheed Martin)

   

   

   

The principal of Simon Financial is a frequent speaker on topics involving financial valuation, fairness opinions, valuation of intellectual property, maximizing shareholder value and mergers and acquisitions. Recent speaking engagements include :

  • California Society of CPAs

  • American Society of Appraisers International Conference

  • Century City Chamber of Commerce

  • Orange County Software Council

  • UCLA Law Symposium

  • Interview on WSRadio.com

 

 

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