Lions Financial is an independent, fee-based, business consulting and Financial Advisory firm.
Perform analysis and offer advice focusing on Enterprise Risk Assessment, Complex Insurance Design, and Investment Risk Solutions.
Provide guidance to help clients with Business Planning, Succession Strategies, Executive Compensation Strategies, and Enterprise Technology.
Help clients by working on Business Valuation, Corporate Due Diligence, Mergers & Acquisitions, Business Sales and obtaining Financing.
Private Equity firms
Venture Capital firms
Capital Advisory Firms
Accredited Investor platforms
Specialty Finance Firms
Entrepreneurially-run and privately-held
Sole proprietor, family-owned or partner-owned
Founded at least three years,
Generating annual revenue between $3 million – $50 million
Automotive and trucking
Commercial Real Estate
Retail & E-tail
Bio-pharmaceuticals + Healthcare
Marketing + Advertising
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 2: Insight
Identify the unique competency, skills, and current business value to provide potential solutions.