Lions Assurance Financial
Lions Assurance Financial is an independent, fee-based, business consulting and wealth management advisory firm.
Perform analysis and offer advice focusing on Enterprise Risk Assessment, Complex Insurance Design, and Investment Risk Solutions.
Provide guidance to help clients with Business Planning, Succession Strategies, Executive Compensation Strategies, and Enterprise Technology.
Help clients by working on Business Valuation, Corporate Due Diligence, Mergers & Acquisitions, Business Sales and obtaining Financing.
Private Equity firms
Venture Capital firms
Capital Advisory Firms
Accredited Investor platforms
Specialty Finance Firms
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
Automotive and trucking
Commercial Real Estate
Retail & E-tail
Bio-pharmaceuticals + Healthcare
Marketing + Advertising
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:
Help clients identify financial strategy and lead to superior execution
Support clients to develop optimal organizational structure and process
Foster sustainable communications with clients to maintain long-term success
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: