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Lions Financial empowers businesses by providing comprehensive services, encompassing strategic business consulting, innovative risk management solutions, and specialized capital services.

Our expert team designs customized business roadmaps and strategies through our unique Four-Step SIRE© Process. Combining this expertise with a technology-driven approach, we deliver superior insights and tailored solutions to address your specific business needs.

 

Risk Management

We offer comprehensive solutions for businesses seeking to navigate risk with confidence and foresight. Our risk management services include a range of solutions: from business planning to benefits optimization, due diligence, deferred comp, and succession strategies.

Business Advisory

Our consulting and advisory services span from business exit strategies and sales, startup and seller valuations, to executive compensation consulting. We also offer HR solutions for management and tech consulting services, making us a one-stop-shop for your business advisory needs.

Capital Markets

We specialize in commercial real estate financing while also providing support in securing institutional growth capital. Our services encompass a variety of financing options, from working capital and asset-based loans to term loans, subordinate debt, private equity, and venture capital.

We are Proud to Serve

Our Clients

Capital Providers:

  • Investment Banks
  • Private Equity firms
  • Venture Capital firms
  • Capital Advisory Firms
  • Accredited Investor platforms
  • Specialty Finance Firms
  • Commercial Banks

Business Clients:

  • Entrepreneurially-run
  • Privately-held
  • Sole proprietor
  • Family-owned
  • Partner-owned
  • Founded at least three years
  • Generating annual revenue between: $3 million – $100 million

Industry Sectors:

  • Automotive and trucking
  • Commercial Real Estate
  • Hospitality
  • Retail & E-tail
  • Financial Services
  • Bio-pharmaceuticals + Healthcare
  • Marketing + Advertising
  • Engineering/Renewable Energy

Empowering Financial Synergy: Holistic Strategies for Success

The Lions Difference

At Lions  Financial, we set ourselves apart as an advisory and solutions firm by specializing in not just one, but all four key wealth management disciplines. Unlike typical boutique firms that concentrate on a single sub-category, we pride ourselves on our collaborative approach. We work closely with our clients and their trusted professionals to craft comprehensive, holistic wealth management solutions tailored to their unique business needs. Experience the difference with Lions Financial, where we prioritize synergy and integrated strategies for your financial success.

 

Financial:

Help clients identify financial strategy and lead to superior execution

Organization:

Support clients to develop optimal organizational structure and process

Communications:

Foster sustainable communications with clients to maintain long-term success

Technology:

Partner with clients to implement actionable process in information technology

Learn More About Lions Financial

Meet The Team

Ariel Tavor

President

Keith Yagnik

Operating Partner - Business Consulting & Capital Markets

Ariel Serber

Director - Risk Management​

Michael Kikoz

Chief Technology Officer
Learn More

Our Proven Work Process: The Key to Your Success.

Four-Step SIRE© Process​

A closed-loop, value-driven workflow designed to optimize each of our services:

Step 1:

Survey

Assess client needs, evaluate business situation, identify issues, and clarify objectives.

Step 2:

Insight

Analyze industry factors, study unique business dynamics, assess risks, and identify potential solutions.

Step 3:

Recommend

Customize tailored solutions, set short-term goals, develop actionable plans with timelines and costs.

Step 4:

Execute

Implement strategy, collaborating with Executives, Investment Capital, Legal, and Tax professionals.

 

Empowering Growth, Innovation, and Success

Our Services

Business Plan

Buy-Sell Agreements

Business Exits and Sales

Business Valuation

Due Diligence

Key Person Coverage

Commercial Real Estate Financing

Employee Group Benefits

Professional Employment Organization

Deferred Compensation

Executive Compensation

Succession Planning

Click Here To Read: M&A Dealing With Headwinds By Keith Yagnik

Let's transform your business.

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LIons Financial

Ariel Tavor

Principal

Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

TOP 40 UNDER 40

Leadership Recognition

Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

TOP 100 PEOPLE IN FINANCE

Industry Recognition

Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

Exeleon

Leadership & Business Feature

What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

The Silicon Review

50 Smartest Companies of the Year

An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.