Protect Your Legacy
The exit pathYou are ready to protect your legacy, secure your family's future, and start your next chapter.
Sell-Side AdvisoryAn exit you close on your terms, not the buyer's.
End-to-end sell-side advisory: valuation narrative, Teaser and CIM, buyer outreach, LOI defense, closing. Every phase protects the asking price against the diligence team paid to chip it away.
20 minutes with Gabriel. No sales rep, no deck, no obligation.
Client trust signals
“Truly remarkable to have a reliable and trustworthy partner like him by my side.”
“His financial acumen, deep understanding of my industry, and unwavering commitment to my business were impressive.”
You didn't just build a company; you raised a baby.
Now you've reached a crossroads, and the two paths look very different:
Find a Strategic Partner
The growth pathYou have a grand vision but need a strategic partner with the capital and reach to finish what you started.
Get a free model audit
No strings attachedSend me your current financial model, valuation prep or board pack. I review the assumptions, structure, and outputs, and reply with the three changes that matter most before you go to market.
Reply within one business day.
No automated funnel.
Whatever your "Why" is, the challenge is the same: finding the right investors is hard, and dealing with aggressive buyers and complex terms - where a single mistake can cost you millions - is harder.
Preparing for a transaction is, in itself, a powerful transformation. As I strip away the noise, plug the financial leaks, and polish the operational engine, many founders rediscover the high-performance machine they always wanted, and realize they've fallen back in love with their company. My job is to give you that choice: exit for a premium, or stay and scale the business you've rediscovered.
The Process: Five Phases, One Defensible Exit
Five phases, signed off step by step, so you watch the deal take shape rather than receive a black box at signing. Some phases are pure architecture work and stay on my desk; others need you in the room, your lawyer at the table, or a counter-party across it. When a step needs a skill outside mine - sector M&A intermediaries, employment-law cleanup, tax structuring - I bring in a trusted collaborator rather than improvise.
1
Financial audit, valuation, and the equity story
FoundationYour numbers get re-engineered into a financial narrative that survives institutional scrutiny, then anchored to a defensible valuation range. Historical performance translated into future potential, in a story buyers can repeat back to their investment committee.
2
Virtual Data Room, Teaser, and Confidential Information Memorandum
DocumentationThe diligence file gets organized into a structured Virtual Data Room before any buyer asks for it. The anonymous Teaser opens the door; the CIM (released only after NDA) frames the asset in the language institutional investors actually buy on.
3
Strategic buyer identification and management presentations
OutreachThe long list of strategic and financial partners comes together first, then refined with you to a short list. I run the confidential outreach and prepare you for the management meetings that turn a name on a slide into a buyer who can pay your number.
4
LOI evaluation, diligence defense, and price protection
NegotiationEvery Letter of Intent gets pulled apart for valuation traps and exclusivity clauses that would lock you into a bad deal. Through confirmatory diligence I hold the line on the agreed price, so deal fatigue and last-minute price chipping don't erase the upside.
5
Definitive agreement, signing, and transition
ClosingI work alongside your lawyer so the commercial deal you signed off on doesn't get lost in the legal fine print: fair warranties, capped liabilities, clean fund transfer at signing, and a structured first 100 days under new ownership if you're staying.
Free Strategy Call
20 minutes with GabrielBring a deal, a fundraise, or a decision. Walk away with a clearer next step. Real time with Gabriel - no sales rep, no deck, no obligation.
Reply within one business day.
Real human, real reply.
Retainer + success fee, aligned on close
Two-part structure designed around the outcome you actually want: a closed deal at the right price. The retainer covers the work before you go to market - financial audit, valuation, VDR, CIM, Teaser. The success fee is paid only when the deal closes, with the retainer credited in full against it at signing.
Pre-marketing phase
Retainer
Covers the work that gets you to market: financial audit, valuation modeling, VDR setup, Teaser and CIM drafting. Sized to the complexity of the business, scoped with you on the call. Fully credited against the success fee at closing.
At closing
Success Fee
Tied to a closed deal. Paid only when the transaction completes and your exit objectives are met. You pay for the result, not for the time.
Many founders rediscover the business through the pre-marketing work and decide to keep building. The retainer is what you paid for that clarity - and the business is the better for it either way.
Exact retainer and success-fee percentage quoted on the free strategy call. No obligation, no auto-bill.
Client Testimonials
79+ verified reviews
Selected testimonials from the 79+ verified reviews shown on the homepage, founders and owners who trusted Gabriel with the financial work that anchors a transaction. Investment teasers, three-way models, PE fundraising, equity stories. Identities protected by NDA.
Verified
We tasked Gabriel with building a comprehensive 3-way financial model for Clean Ocean, a fast-scaling marketing and technology company built around an ESOP structure, global expansion strategy, and recurring-revenue model. [...] It required someone who could [...] model multiple growth scenarios, integrate operational data, and present it all in a way that would stand up to scrutiny from investors, accountants, and private equity groups. Gabriel absolutely nailed it. [...] The Clean Ocean financial model will now form the foundation of our investor communications, internal planning, and ESOP design.
Verified
I had a top-notch experience with Gabriel at Simion Advisory Partners while developing an Investment Teaser for my Medical Supplies Company. His financial acumen, deep understanding of my industry, and unwavering commitment to my business were impressive. [...] The Investment Teaser he crafted was meticulously detailed, visually appealing, and showcased a strong understanding of the investment landscape.
Verified
Gabriel was helpful in choosing a commission plan that suited our private equity fundraising campaign. He was also quick to respond.
Verified
I have worked in the renewable energy industry for 15 years and been Director of my own company for 12 years [...]. Gabriel has given me so many gold nuggets that I never knew existed, making projects that I have had on my plate for years just streamlined and easy to do [...].
Verified
Simply Astounded! I have been hoping for a very long time that I would meet someone like Gabriel. His intelligence and demeanor are beyond all of the service providers I have worked with over the last three years [...]. Choose Gabriel. You will not be disappointed because he is a very gifted man.
Verified
Gabriel is a 5 star professional. [...] He understood very well the requirements of my project; we communicated clearly and he was always available; he is honest and trustworthy; I felt assured that my project will be delivered before the deadline and without exceeding the agreed budget [...]. The quality of his work is excellent!
Verified
I have had the pleasure of working with Gabriel on previous projects, and I am certain that this collaboration will continue in the future. It is truly remarkable to have a reliable and trustworthy partner like him by my side. [...] Gabriel's commitment to delivering results on time and within budget is truly commendable.
Verified
This marks the fourth or fifth collaboration with Gabriel. I endorse him for his exceptional quality outputs, valuable insights, and readiness to engage. Should you seek a person who will manage your project with utmost expertise and dedication, Gabriel is the choice to make.
Verified
The man knows his stuff and works very quickly. 100% expect to work with him again. I did not have much time for explaining our request and found him very capable of filling in the missing pieces and then he nailed it.
Verified
Gabriel is a sharp writer, has a great eye for graphic design, and has delivered excellent work to me more than once on very very short deadlines. He's really a pleasure to work with.
Verified
Working with Gabriel on my Financial Modeling and Crypto Token Economics was one of the best decisions I've made. His insight, clarity, and strategic thinking made a huge difference, turning complex ideas into actionable models.
Verified
Gabriel displayed an impressive level of expertise and build a robust and accurate financial model that captures the business's potential. Fast and easy communication.
Gabriel I. Simion
You work directly withSell-side advisory designed around the founder, not around the firm. The valuation narrative, the CIM, the buyer outreach, the LOI defense, the closing - I run all of it. The leverage that gets a deal done at a premium doesn't get diluted across a rotating analyst bench.
- Big 4 trained - senior advisor + consultant inside two of the Big 4 firms
- 500+ engagements: valuation, modeling, due diligence, deal advisory
- Direct client work - no analyst hand-off, no 15-minute billing increments
- Sectors: SaaS, services, manufacturing, energy, crypto
Two ways to start
Message me. I promise I don't bite. Talk it through, or send your existing model - either way, you're in front of me inside a business day.
Free Strategy Call
20 minutes with GabrielBring the situation: the timeline, the valuation you're thinking, the buyer who already approached you. Walk away with a clear next step - and an honest read on whether now is the right moment to sell.
Free Model Audit
Send the modelShare your current model, valuation prep or board pack. I review the assumptions, structure and outputs, and reply with the three changes that matter most before you go to market.