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Business Exits and Sales

Are you planning to sell your business? Do you want to ensure you get the best value for your business and avoid costly mistakes in the process? Look no further than Lions Financial Consulting Services.
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Selling a business requires careful planning and execution to ensure you get the best possible value. Lions Financial Consulting Services offers comprehensive consulting and advice to help you highlight the value your company has to offer upon sale. We will guide you through each step of the business exit process, addressing important issues that require close attention. We apply the Four-step SIRE process to create value for you, including survey, insight, recommendation, and execution.

Frequently Asked Questions

Financial documentation is required to define the current value in the sale price. The areas that need to be focused on include a balance sheet, operating expenses, cost of sales analysis, current valuation, revenue, market valuation, market share, brand value, market perception of the company, product segmentation, industry growth trends, customer demographics, operational efficiency, management style, qualifications and experience of the top management, the amount of accounts business has, and the current relationship between the business and its customers.
The target audience is business owners who are looking to prepare their company for a sale, as well as executives such as the President, CFO, and COO of larger companies.
We employ a rigorous due diligence process that arms you with comprehensive data and insights, thereby strengthening your negotiation position. Our team is well-versed in complex deal structures, including but not limited to earn-outs, seller financing, and equity rollovers, aiming to secure the most favorable terms for our clients.
We adopt a multifaceted approach that blends quantitative analysis with strategic foresight. Among the key strategies we utilize are: Business Valuation: Leveraging discounted cash flow models, comparable company analysis, and other sophisticated valuation techniques to ascertain the true worth of your enterprise. Risk Mitigation: Evaluating existing business risks and developing robust frameworks to mitigate them, thus enhancing the attractiveness of your business to potential buyers. Financial Engineering: Implementing complex financial structures like leveraged buyouts or employee stock ownership plans to optimize the tax efficiency of the exit process. Strategic Positioning: Aligning your business operations with prevailing market trends and future forecasts to increase your company’s competitive edge at the time of sale.
Risk mitigation is integral to our approach. Through advanced risk assessment models, we identify potential vulnerabilities in the deal structure, such as earn-outs, contingencies, and indemnities. We also employ dynamic hedging strategies to protect against market volatility that could impact the value of transaction proceeds. Our Business Advisory services offer proactive management of stakeholder relations, ensuring a seamless transition that maintains business continuity.
Absolutely, our Capital Markets team specializes in identifying accretive acquisition opportunities that align with your strategic objectives. We employ a proprietary screening process that assesses potential targets based on multiple criteria, including financial stability, market synergies, and growth potential. Once a suitable target is identified, we manage the entire acquisition process, ensuring that value is not just preserved but exponentially maximized

Access to experienced advisors who specialize in business exits and sales across various sectors

Comprehensive consulting and advice on highlighting the value your company has to offer upon sale and a tailored business exit strategy and potential solutions for your company

Independent firm that presents multiple structures and access to different capital providers to help identify the best option for sale

Execution of the chosen strategy with professional experience, integration of technology, and understanding of industry compliance and regulatory requirements

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.

Contact Lions Financial Consulting Services for an initial consultation and let us help you develop the optimal financial solutions for success in selling 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.​

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.