Simon Financial is an independent provider of valuation and financial advisory services. We specialize in performing valuations of business enterprises and intangible assets for both public and privately-held companies.
Our clients have retained Simon Financial for our valuation expertise in connection with tax and financial reporting requirements, mergers and acquisitions, estate and tax planning, fairness opinions, restructurings and litigation.Simon Financial's goal is to bring unique solutions to each engagement and be responsive to our clients' needs.
Our clients have retained Simon Financial for our valuation expertise in connection with tax and financial reporting requirements, mergers and acquisitions, estate and tax planning, fairness opinions, restructurings and litigation.Simon Financial's goal is to bring unique solutions to each engagement and be responsive to our clients' needs.
Services
Tax and Financial Reporting Requirements often require an independent valuation opinion. Simon Financial has extensive experience valuing publicly traded and privately-held companies, divisions, subsidiaries and newly formed spin-offs, as well as a variety of intangible assets.
Situations requiring independent valuation services include (i) the testing for goodwill impairment as proscribed under ASC 350 and long-lived assets under ASC 360; (ii) the allocation of purchase price in an acquisition, as proscribed under ASC 805; (iii) establishing and maintaining stock and option compensation plans in compliance with IRC Section 409A; and (iv) establishing a tax basis upon the transfer of assets between entities.
Situations requiring independent valuation services include (i) the testing for goodwill impairment as proscribed under ASC 350 and long-lived assets under ASC 360; (ii) the allocation of purchase price in an acquisition, as proscribed under ASC 805; (iii) establishing and maintaining stock and option compensation plans in compliance with IRC Section 409A; and (iv) establishing a tax basis upon the transfer of assets between entities.
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.
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.
Ms. Debbie A. Simon is the founder and principal of Simon Financial, a financial valuation and advisory firm. Prior to 2003, she was a Senior Vice President and shareholder of Houlihan Lokey Howard & Zukin.
Since joining Houlihan Lokey in 1995, Ms. Simon has specialized in performing valuations of both privately held and publicly traded companies as well as intangible assets for a wide variety of purposes including financial reporting purposes, tax reporting purposes, transactions, IPO planning, litigation, stock and stock option grants, recapitalizations, gift and estate tax planning, ESOP updates and general corporate planning purposes.
Since joining Houlihan Lokey in 1995, Ms. Simon has specialized in performing valuations of both privately held and publicly traded companies as well as intangible assets for a wide variety of purposes including financial reporting purposes, tax reporting purposes, transactions, IPO planning, litigation, stock and stock option grants, recapitalizations, gift and estate tax planning, ESOP updates and general corporate planning purposes.
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