Who we are
Simon & Co. was founded based on the principle of being a “one stop shop” for all of a business’ needs, allowing effective, efficient and simple solutions so business owners can concentrate on what they do best – growing the business. Each business is different, and solutions will be tailored to the individual business.
What We Do
Corporate Finance
Cash is the life blood of any business and we provide advice and support on financing, cash flow & working capital management and corporate structures. We also help our clients complete business plans, valuations and fairness opinions.
Accounting & Taxation
We provide full-cycle accounting and regulatory filing services for your business, including bookkeeping, financial statements, other regulatory filings and taxation services to make sure you always have an accurate financial picture of your business to make decisions without being bogged down by paperwork. We also work to plan and legally minimize your tax liability to make sure your business’ hard-earned funds are being utilized as effectively as possible.
Mergers & Acquisitions
We help our clients identify and transact in mergers and acquisitions from start to finish, from general advisory to identifying companies to evaluating offers to due diligence and closing procedures. We also provide ancillary services such as arranging financing, pro-forma income statements, valuations, business plans and cash flow projections.
The combination of these competencies allows Simon & Co. to act as a guide and assist with all of your business needs, regardless of the business and situation, with professional care and expertise.
When necessary, we will work with our wide network of expert partners to provide in-depth taxation, legal, banking and other situational expertise.