Risk Management

Businesses face many risks as do the individuals operating those companies, to successfully achieve company’s objectives, risk management should be at the center of planning. Risk is identified as the uncertainty of an event or the potential consequences. Risk management is the practice of identifying, assessing and making strategical plans to mitigate the uncertainty. With Risk Management planning it helps you allocate assets more effectively, improve the decision-making and minimize potential for a loss. To deal with risks, you can consider transferring it, which is usually done by insurance products. Under this circumstance, choosing the right insurance plan to protect against the risk is essential.

How We Work?

Lions Financial follows several steps to help clients in effective risk management services:

Step 1: Execute standard survey and have deep insight of clients’ situation

Step 2: Identify and uncover the risk that may affect outcome

Step 3: • Evaluate or rank the risk

• Determine the risk magnitude

• Identify likelihood and Consequence

• Evaluate risk tolerance

Step 4: Assess the highest ranked risk

Step 5: Create plan and a strategy to treat the risk

Step 6: Implement method and provide actionable product

Step 7: Monitor and review the risk

Services We Provide

  • Premium Financing
Premium Financing is a strategy with third-party financing lenders to pay for life insurance policy premiums. Learn More
  • Key Person Coverage
Key person covers the life of the employee who is crucial to the success of business. This insurance helps reimburse a business for economic loss when an important employee is not able to function in business. Learn More
  • Professional Employer Organization (PEO)
A Professional employer organization in outsourcing company which provides comprehensive human resource service to small and medium size companies. Learn More

Client We Work with

  • 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 and in growth mode

Capital Provider We Partner with*

  • Investment banks
  • Private equity firms
  • Venture capital firms
  • Capital advisory firms
  • Accredited investor platforms
  • Specialty finance firms
  • Commercial banks
*LAF supports registered FINRA/SIPC members in good standing, and who are SEC compliant

Industry We Focus on

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