Our Focus

Lions Assurance Financial is an independent, fee-based, business consulting and wealth management advisory firm.

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

Business Advisory
Provide guidance to help clients with Business Planning, Succession Strategies, Executive Compensation Strategies, and Enterprise Technology.

Capital Market
Help clients by working on Business Valuation, Corporate Due Diligence, Mergers & Acquisitions, Business Sales and obtaining Financing.

        Capital Providers:
  • Investment Banks
  • Private Equity firms
  • Venture Capital firms
  • Capital Advisory Firms
  • Accredited Investor platforms
  • Specialty Finance Firms
  • Commercial Banks
           Business Clients:
  • 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 
      Industry Sectors:
  •  Automotive and trucking 
  • Commercial Real Estate 
  • Hospitality 
  • Retail & E-tail 
  • Financial Services
  • Bio-pharmaceuticals + Healthcare
  • Marketing + Advertising
  • Engineering/Renewable Energy

Our Team

Ariel Tavor

President

Keith Yagnik

DIRECTOR-BUSINESS ADVISORY & CAPITAL Markets

Ariel Serber

DIRECTOR-RISK MANAGEMENT

Michael Kikoz

CHIEF TECHNOLOGY OFFICER

The Lions Assurance Financial Difference

A typical advisory and solution firm is specialized in only one of the following four wealth management disciplines.A boutique firm often focuses on just one sub-category. Instead, Lions Assurance Financial collaborates, closely, with our clients and their various other trusted professionals to better orchestrate wealth management solutions on a holistic basis. We take into consideration all four inextricably linked wealth management aspects for your business:

Financial:

Help clients identify financial strategy and lead to superior execution

Organization:

Support clients to develop optimal organizational structure and process

Communications:

Foster sustainable communications with clients to maintain long-term success

Technology:

Partner with clients to implement actionable process in information technology

What is the work-process Lions Assurance Financial uses?

Four-Step SIRE© Process​

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

Step 1: Survey
Assessment and evaluation about specific business situation and objectives
Step 2: Insight
Identify the unique competency, skills, and current business value to provide potential solution
Step 3: Recommend
Tailor customized strategy and actionable planning for the business to maintain long-term value
Step 4: Execute
Facilitate implementation of strategy and plan, together with Executives, Investment Capital, Legal and Tax professionals