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Succession Planning

Are you a business owner or executive who needs help ensuring a smooth leadership transition for your company?
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A succession plan is critical to any successful business, particularly those looking to transfer ownership to family members or employees. At Lions Financial, we specialize in helping businesses of all sizes design and implement customized succession plans that take into account their unique needs and circumstances. Our expert team of advisors will work closely with you to identify key leadership positions and evaluate their impact on achieving strategic goals and objectives. We’ll then assess your company’s competency, skills, and success factors and evaluate its current value through a comprehensive financial evaluation. From there, we’ll design exit strategies that protect your assets, minimize your tax liability, and facilitate the plan’s implementation with our professional experience and technology.

Frequently Asked Questions

A succession plan is essential for any business that wants to ensure its continued success after the departure of key personnel. Without a plan, your business could experience disruptions impacting its financial health.
The succession planning process should involve key stakeholders in your business, including business owners, executives, and HR team members.
Succession planning is the process of developing a plan for the transfer of ownership and leadership of a business. It is critical for any business looking to transfer ownership to family members or employees or those facing leadership changes due to retirement or other reasons. Without a solid succession plan in place, a business risks facing disruptions, financial losses, and even closure.
At Lions Financial, we take a customized approach to succession planning. We work closely with you to assess your company’s leadership needs, identify key positions, and develop a plan that meets your unique needs.
The time it takes to create a succession plan can vary depending on the complexity of your business and the number of key positions that need to be filled. At Lions Financial, we work efficiently to ensure that your plan is completed in a timely manner.
Succession planning services are ideal for business owners looking to transfer ownership to family members or employees, as well as executives such as the CFO, COO, and head of HR. Private equity firms, companies going public, and those going through mergers and acquisitions can also benefit from our expert guidance and support.

Mitigate risk: With a plan in place, you can mitigate the risk of business disruption when key personnel leave.

Protect your business: Succession planning helps protect your business's future by ensuring you have the right people in the right positions.

Increased value: A well-designed succession plan can increase the value of your business, making it more attractive to potential investors or buyers.

Ensures a smooth leadership transition for your business: Secure your company's and its employees' future and provide peace of mind for you and your business.

Four-Step SIRE© Process

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

Step 1: Survey

Lions Financial conducts a thorough business assessment to understand our clients' needs and identify the challenges they face, enabling us to set clear objectives.

Step 2: Insight

We analyze the client's business, market research, and industry dynamics to pinpoint the competencies, resources for optimal solutions and risk management.

Step 3: Recommend

Lions Financial crafts tailor-made solutions for clients, prioritizing short-term goals to achieve long-term value. We provide a detailed action plan, timeline, and cost estimate.

Step 4: Execute

We facilitate strategy implementation, collaborating with executives, investment partners, legal teams, and tax professionals to ensure a comprehensive approach.

Optimize your financial performance – Let's work together to achieve your goals.

Don’t leave the future of your business to chance. Contact Lions Financial today to learn more about our succession planning services and how we can help protect your business’s interests and ensure longevity.
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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.