Risk Management

Perform analysis and offer advice focusing on Enterprise Risk Assessment, Complex Insurance Design, and Investment Risk Solutions.

Business Consulting

Provide guidance to help clients with Business Planning, Succession Strategies, Executive Compensation Strategies, and Enterprise Technology.

Capital Markets

Help clients by working on Business Valuation, Corporate Due Diligence, Mergers & Acquisitions, Business Sales and obtaining Financing.

The Lions Financial Difference

A typical advisory and solution firm is specialized in only one of the following four wealth management disciplines. A boutique firm often focuses on just one sub-category. However, Lions Financial collaborates, closely, with our clients and their various other trusted professionals to better orchestrate wealth management solutions on a holistic basis. We take into consideration all four inextricably linked wealth management aspects for your business:


Help the client to identify the right financial strategy that leads to superior execution.


Support the client to develop the optimal organizational structure and process.


Foster sustainable communications with the client to maintain long-term success.


Partner with the client to implement actionable process in information technology.

What is the work-process Lions Financial uses?

Four-Step SIRE© Process​

A closed-loop, value-focused, four-step SIRE© work-process for each of our services:

Step 1: Survey – Assessment and evaluation about specific business situation and objectives.

Step 2: Insight – Identify the unique competency, skills, and current business value to provide potential solutions.

Step 3: Recommend – Tailor customized strategy and actionable planning for the business to maintain long-term value.

Step 4 – Execute
Facilitate implementation of strategy and plan with Executives, Investment Capital, Legal and Tax professionals.

Our Team

Ariel Tavor


Keith Yagnik

Director - Business Consulting & Capital Markets

Ariel Serber

Director - Risk Management​

Michael Kikoz

Chief Technology Officer
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