Lions Assurance Financial is an independent, fee-based, business consulting and wealth management advisory firm. We are steadfast in our mission of creating long-term value for our clients with customized business solutions.

We offer specialized service we focus on three primary disciplines:

Risk Management

We perform analysis and offer advice focusing on Enterprise Risk Assessment, Complex Insurance Design, and Investment Risk Solutions.

Business Advisory

We provide guidance to help our clients with Business Planning, Succession Strategies, Executive Compensation Strategies, and Enterprise Technology.

Capital Markets

We help our clients by working on their Business Valuations, Corporate Due Diligence, Mergers & Acquisitions, Business Sales, and obtaining Financing.

Lions Assurance Financial works with the following Capital Providers:

  •  Investment Banks
  • Private Equity firms
  • Venture Capital firms
  • Capital Advisory firms
  • Accredited Investor platforms
  • Specialty Finance firms
  • Commercial Banks

We facilitate the strategic implementation for Businesses which are:

  • 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 

The LAF Difference

What's different about LAF’s approach to business consulting and wealth management advisory?

We approach wealth management advisory for our clients in a holistic manner,  taking into
consideration all four inextricably linked wealth management aspects:

Financial:

advisory & solutions support for financial wealth management.

Organization:

advisory & solutions support for organizational wealth management.

Communications:

advisory & solutions support for communication wealth management.

Technology:

advisory & solutions support for technology wealth management.

What is the work-process LAF uses?

FOUR-STEP SIRE© PROCESS​

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

Step 1: Survey
Step 2: Insights
Step 3: Recommend
Step 4: Execute

What’s unique about this?

Advisory & solutions support firms typically specialize, on a silo basis, in just one of these four wealth management disciplines – and boutique firms often in just one sub-category. This compels clients to patch together often competing, conflicting, and confusing advisory & solutions support for their inextricably linked finance, organization, technology, communication wealth management needs. Instead, our team collaborates, closely, with our clients and their various other trusted suppliers to better orchestrate wealth management solutions on a holistic basis:

Our Team

Ariel Tavor

President

Keith Yagnik

Director

Ariel Serber

Director

Michael Kikoz

CTO