How We Work

Become forward-thinking organization and agile to future change, together with Lions Financial business advisory service. We follow following basic steps to help client in effective business advisory services:

 Step 1: 
Arrange a meeting to generally understand business situation

Step 2:
Discuss on facts and figures

Step 3: 
Identify client objectives

Step 4: 
Analyze the current threat and opportunities

Step 5: 
Select most actionable solution with our tax and legal professional

Step 6:
Document all the finding and the strategical plan

Step 7: 
Work with the client to execute the plan

Step 8:
Review each step during whole process

Step 9:
Follow up with organization to make sure of success achievement

Services We Provide

• Business Planning

A well-designed plan lays out a vision of growth, important factors involved, and the steps needed to get there. Learn More

• Buy-sell Agreement

The buy-sell agreement is the document that spells out how the business is purchased and sold with the solutions to different issues that can arise during a business lifecycle. Learn More

• Deferred Compensation

To retain key employees, companies can consider offering non-qualified deferred compensation plans. Learn More

• Group Benefit Solution

The employees are one of the greatest business assets, and the benefits company offer them can become another. Learn More

• Executive Compensation Strategies

Executive compensation plan is designed to build incentive for executive to achieve company success. Learn More

• Succession Planning

Succession planning, also known as “replacement planning,” ensures that businesses continue to run smoothly after a company’s most important people move on to new opportunities, retire or pass away. 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

1. 1. Automotive and trucking  
   2. Commercial Real Estate  
   3. Hospitality             
   4. Retail & E-tail
   5. Financial Services
   6. Bio-pharmaceuticals + Healthcare
   7. Marketing + Advertising
   8. Engineering/Renewable Energy