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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Debbie A. Simon

Debbie Simon is the founder and president of Simon Financial, Inc., founded in 2002 and one of the largest woman-owned valuation firms in the state of California. Ms. Simon has over 30 years of financial consulting and valuation experience,...

ABOUT DEBBIE

Debbie Simon is the founder and president of Simon Financial, Inc., founded in 2002 and one of the largest woman-owned valuation firms in the state of California. Ms. Simon has over 30 years of financial consulting and valuation experience, specializing in performing valuations of both privately held and publicly traded companies, business interests as well as intangible assets for a wide variety of purposes including financial reporting purposes, tax reporting purposes, shareholder buyouts, stock and stock option grants, gift and estate tax, mergers & acquisitions, financings, fairness opinions, ESOPs, recapitalizations, business litigation and general corporate planning purposes. Ms. Simon also has a broad range of experience in capital market transactions and is qualified as a valuation expert in U.S. Bankruptcy Court, Los Angeles Superior Court and Santa Barbara Superior Court, and the American Arbitration Association.   

Prior to founding Simon Financial, Ms. Simon was at Houlihan Lokey Howard & Zukin, where she was a Senior Vice President and shareholder, founder and head of the Internet Valuation practice and co-head of the Los Angeles offices’ Technology Valuation Group. Prior to joining Houlihan Lokey, Ms. Simon was at Bear, Stearns & Co. in New York, where she was involved with merger and acquisition transactions and structuring and executing public and private offerings of various debt and equity securities. 

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