We are an Independent Financial Services & Business Advisory Firm

In business, it is crucial to track every dollar that goes in and out; each business decision impacts your company. Here at Lions, we can help you implement strategic processes to obtain higher business growth and meet your long-term business goals.

This frees us to prepare better-customized wealth management solutions to serve each of our client's unique needs and wants. 

The businesses we help most are: 
*Entrepreneurially-run and privately-held
*Are sole proprietor, family-owned businesses, or partner-owned businesses. 
*Have been in business at least three years, generate between $3 million -$50 million annual revenue, in growth mode

In addition to providing professional help with complicated business transactions, we are helping increase the likelihood that each business will be qualified to buy or to be sold. Our business advisory practice includes:
business planning, transformation,  organization,  performance improvement, customer strategy & marketing, enterprise value, information technology, and results road-maps. 


We focus on providing the following financial advisory services: 

For businesses:                                                         

Business succession plans                           
Key-person protection plans                      
Executive benefit plans                                  
Employee benefit plans                                                       

For business owners:

Financial & estate plans
Asset & wealth management plans
Retirement income plans
Philanthropic plans

To better leverage our various prior business category work experiences, we provide our advisory solutions in the following sectors: 

1. Automotive
2. Commercial Real Estate 
3. Hospitality 
4. Retail & E-tail 
5. Financial Services 
6. Biopharmaceuticals & Healthcare 
7. Marketing & Advertising 
8. Engineering   (including renewable energy) 






Business Development

Commercial Real Estate

Engineering

Enterprise Software

Lions Financial

Org chart

Teams

Finance and Data Analysis Team

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