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What is a Professional Employer Organizations?

A Professional Employer Organizations (PEO) acts as an outsourcing company which provides comprehensive human resource services to small and medium size companies. PEO’s provide cost effective and professional services of typical HR services, such as HR management, employee performance evaluation, payroll & tax solutions, top talent acquisition, and employee benefits.

Most PEO’s also offer extended services for healthcare ACA (Affordable Care Act) compliance, benefit package design, exposure of risk reduction, and healthcare insurance plan selection.

communication is key

The Key Items to Consider in PEO Selection

How to identify a good PEO service:

  • Identify the business goal - handle specific HR challenge, such as difficulty in hiring and guiding employee productivity.
  • Clarify HR compliance and business growth needs. Streamline payroll and paid time off
  • (PTO) administration. Guidance and health care reform requirements.
  • Get quotes from multiple PEO service providers and complete a comparative analysis based on your company's needs.

    • Which types of company need PEO?

  • Established companies with 10-125 Work Site
  • Employees Startups with one staff and growing within the year with funding
  • Poised for rapid growth with a lean management team
  • Stable, successful operating track record
  • Average wage above $65K in white-collar fields
  • Offers employer group benefits and 401(k) plan
  • Seeks to attract and retain top talent
  • Qualifies for healthcare and worker’s compensation programs

    • Why should companies consider a PEO?

  • The director of the company plans to focus mainly on business development, and less on the human resource responsibilities.
  • The company has substantial and long-term needs in HR and is always seeking solutions.
  • The employer values key employees and tries to retain the top talent with investment in HR solutions.
  • The company considers benefits as an essential way to attract top talent.
  • The company wants to partner with expert HR management skills, payroll & tax knowledge, and multiple resources in suitable insurance planning.
  • The manager needs a tailored and comprehensive solution in the whole process of employee group benefit design.

    • What is the work-process Lions Financial uses?

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

    Lions Financial helps clients find the suitable choice of a professional employer organization. We then advise our clients along each step of the way paying attention to detail to assure the best result. To best assist we apply Four-step SIRE process to create value for you.

    Step 1: Survey

    We will begin process with a questionnaire to have a general understanding of your business and identify the unique composition of employees compliance and benefit needs. We clarify your business objectives and gain understanding of the unique current issues that need to be addressed.

    Step 2: Insight

    To have a deep insight of your specific business, we will incorporate industry research, determine product offerings available from many sources, create an assessment and evaluation about your company benefits structural plan options.

    Step 3: Recommend

    Then, we will come up with solutions for a Professional Employment Organization program that would be tailored to the needs of your company. As an independent firm we can present multiple providers to create a plan that helps create value in attracting and retaining talent in your company.

    Step 4: Execute

    We will implement the strategy your company would like to execute on based on the options provided and budget available. We help achieve a better result with our professional experience, integration of technology, understanding of your industry, and staying attuned to the compliance and regulatory requirements.
    Start with good people, lay out the rules, communicate with your employees, motivate them and reward them. If you do all those things effectively, you can't miss.
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    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. 

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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.​

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    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.