Who we serve

Strategy without borders

Each market, executive, and company circumstance will vary. Our broad client experience gives us a diverse perspective on the scope, content, priorities, and timing that will deliver the right strategy.  Our clients range in size from startups to listed companies, covering the commercial, nonprofit and public sectors.

Institutional Clients

  • Public Sector, Enterprise and Fortune Companies
  • Chambers of Commerce
  • Regional Business Groups
  • Economic Development Organizations
  • Business development agencies
  • Incubators

Commercial Clients

  • Mid-size companies ($20 - 100 M revenues)
  • Entrepreneurs / startups (funded)
  • Small businesses ($1 - 20 M revenues)
  • Franchise / multi business owners
  • Business development organizations
  • LP & Private Equity Companies

Common client objectives

Why do other businesses reach out to us?

  • Growth - Cognitive Operational Forecasting for Employees COFFE - Precisely increase sales productivity through our bespoke machine learning platform
  • Improve control and dependencies for a better quality of life, more personal time, and peace of mind
  • Transform the company into a valuable, marketable asset
  • Prepare for successful M&A at the top of the range of values, and change illiquid value into AUM
  • Ready for acquisition and need help getting everything in the right place


How do we solve their problems?

We use a full set of diagnostic, strategic, and implementation processes and tools, leveraging exponential technologies to precisely solve business challenges

These include organizational diagnostics, strategy formation, people intelligence engine, talent optimization, performance management, and our enterprise operating system, ROSE℠ - a strategy implementation and organizational health framework.

Put together, our solutions provide businesses with the clarity they need to see what's going on, the strategy they need to plan for the future, and the tools and coaching they need to execute and achieve their goals.

typical client outcomes

What results do we achieve?

  • Annual GR Growth is multiplied ranging between 30% to 300% - COFFE Return On Investment (ROI) is multiples of annual subscription

    "Our company is able to take aggressive risks on hiring young talent out of University, knowing they'll have a high degree of success after training"

     "We are able to spot non-traditional gem talent quickly leading to better diversity”

    “Our team now produces double the revenue as they did previously”

    "Our turnover and ramp times have both decreased dramatically”

    “Our management team now knows how to utilize their training and coaching time for maximum return.”
  • Average enterprise value (equity) growth 30% - 150%
  • Cohesive leadership with greater operational control
  • Attractive transition sales multiples
  • Increased job security and satisfaction across the organization
  • Broad KPI improvement

what our clients say

“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”

Fly-Port - Sean Slattery, VP operations

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

Body n Tools - Peter Wyfield, Owner

“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”

Aplomb Plumbing - Kevin Casey, Owner

“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”

Consilience Marketing - Deborah Hern, Partner

“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."

Centre Door Company - Stephen Levit, Manager & Part Owner

"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"

Innovation Manufacturing - Steven Marshall, Co-owner

“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

Eventmedia Group - Jason Marks, Co-Owner

"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"

West UA Transport - Owner

“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”

Tax Advisory Trust - Michael Rappaport, Partner

client case studies