Recruit, Reward and Retain

Working with the right combination of thoughtful planning and powerful resources can have a significant impact on your bottom line.

Benefit Options

In a competitive and changing environment, it is more important than ever to have a strong and effective strategy for recruiting and retaining exceptional talent.

Resource Efficiency

Leveraging financial resources can help offset unfunded liabilities and fulfill ownership transition goals.

Design Strategies

Implementing strategies to mitigate tax exposure and other unforeseen events is key to protecting your business.

Solutions Custom Built for Your Business

You can count on receiving a solution tailor-made to meet your needs.

Regardless of the size of your business, we work with you to custom craft a strategy with the right financial planning, designed for success.

We work with many types of businesses

  • Publicly-traded and Large Private Corporations

  • Professional Practices: Physicians, Legal and Accounting

  • Closely-held Businesses and Midsize Companies

  • Banks and Credit Unions

  • Construction Companies

  • Technology Firms

  • Insurance and Financial Institutions

Strategies Backed by Specialized Expertise

We have extensive experience helping businesses with complex needs. Lion Street Firms provide specialized expertise across a wide range of strategies.

Non-Qualified Deferred Compensation (NQDC)

After-Tax Deferral Plans

Executive Bonus 162 Plans

Buy/Sell Stock Redemption

Employee Stock Ownership Plans (ESOPs)

Bank-Owned Life Insurance (BOLI)

Defined Benefit

High-Limit Disability

Captive Insurance Companies