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Non-Qualified Deferred Compensation Plans

Are you a business owner looking for innovative ways to retain your top talent and reduce your tax liability?
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Lions Financial can provide you with a holistic solution for non-qualified deferred compensation plans. Our four-step SIRE Process includes a comprehensive survey, industry insights, tailored recommendations, and professional execution to help you achieve business success. We can help you create value for both key employees and your company.

Frequently Asked Questions

A non-qualified deferred compensation plan is a plan that allows companies to provide key employees with a beneficial tax-deferred savings vehicle. It can help retain top talent and reduce tax liability.
There are typically three types of deferred compensation plans: Supplemental Executive Retirement Plan, Deferred Income Plan, and Nonqualified 401(k) Look-a-Like Plan.
The process includes selecting key employees who qualify for the plan, forming a written plan agreement between the employer and key employee, determining the financial vehicle for the key employee, and making agreed-upon contributions to the employee’s plan.
We can provide you with a holistic solution for non-qualified deferred compensation plans through our four-step SIRE Process, which includes a comprehensive survey, industry insights, tailored recommendations, and professional execution.

Retain top talent: Non-qualified deferred compensation plans can help retain your key employees by providing them with a beneficial tax-deferred savings vehicle.

Reduce tax liability: Non-qualified deferred compensation plans may reduce current adjusted gross income levels for key employees, reducing their income taxes, capital gains tax, and Medicare surtax.

Customized solutions: As an independent firm, we can present multiple providers to create a plan tailored to your company's unique needs.

Professional execution: Our professional experience, integration of technology, and understanding of your industry can help you achieve a better result.

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 today for an initial consultation to determine how we can help your business with non-qualified deferred compensation plans. Let us help you develop an optimal financial solution for success.
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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.