Who we serve

“Trustworthy, Professional, Reliable and Hard Working. A true advocate for our organization. Lavan went above and beyond to work for our company and saved nearly 1300+ jobs nationwide. They have a true understanding of business and financial operations. The best advisory organization that we have ever worked with. The challenges seemed insurmountable at times however LFG was a solid rock to count on”

“The assessment has been an excellent tool for highlighting key opportunities for improvement. Helped position us for the Top 50 Metal Shops award.”

“We starting with the free diagnostic business scan and didn’t look back. Lavan helped us view the whole company as business drivers, see the areas of weakness and make some key changes. We have a new perspective on growth, both revenue and equity value but also the psychological rewards of feeling in control. I feel good I will be able to sell for more when I’m ready”

“LFG showed us what to focus on to confidently achieve sustainability and scalability. Now, we’re not just a more profitable company, we’re a more valuable company”

“We had already undergone a formal, conventional valuation and were please Lavan helped affirm the results. Not only did Andrea confirm the valuation numbers the assessment also exposed a lack of branding and marketing activities. We felt that was doing us and our distribution partners a disservice so we brought in a marketing firm to help."

"Lavan Financial Group brought the expertise, structure and an operating system the group needed to be successful! Vastly different from other consultants they gently push the leadership team to lead. The ROSE℠ operating framework unfolds, effectively drawing the team into alignment and a more cohesive unit able to harness the whole organization's untapped value. We are now in control of our business producing incredible results. The help was key to our change and invaluable to our future"

“The true value came from the unexpected. We implemented ROSE℠, their system to address the operational issues and strengthen ‘organizational health’ It just tightened the way we operate. We are a cohesive, galvanized, more formidable team" said Marks. "The ROSE℠ process unfolds to clearly harness the power of the whole team. We can now achieve better results in a clear and measurable way,” concluded Marks

"An organizational diagnostic was carried out from which a strategic plan was created to achieve; growth in equity value, mitigate risks a buyer might raise, sure up operational deficits, and create a high-level growth plan to tease buyers. Lavan did more than they said they would and we got more than we thought we would-almost double"

“CPA’s are under attack if they can’t provide broader business advisory services we risk losing clients. Our clients ask for help, and while we have the numbers down we didn’t have the skillset tools or system to engage business owners in the comprehensive way Lavan can. It made sense to use their strategic management fulfilment services and fit into our workflow. We feel confident our existing clients are here to stay and we are winning new clients with our expanded services”