Corporate Programs

What We Do

We guide our corporate clients through the process of assessing and prioritizing goals to determine their strategic action plan.

Our clients look to us for guidance on executive benefits, business owner succession planning, executive financial planning, and corporate owned or sponsored financial product analysis.

Our team of consultants is experienced in their respective fields. We also know and understand finance along with the rules and regulations that underpin each of the plans we serve.

Connect with a member of our team to find out how we can serve your company's needs.

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The most efficient use of your time is to have a brief conversation with a member of our team.

We'll guide you to the right service for your most high impact needs.

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Core Services

Executive Benefits Consulting

Executive benefits are the key to creating a well-balanced competitive compensation package to attract, retain, and motivate key talent.

Our team of experts help our clients identify, due diligence, and ultimately adopt and implement the executive benefit plans they need to achieve their compensation package goals.

Business Transition Consulting

Business owners have a succession plan. The question is whether the plan does what they desire. Succession plans can be found within the rules of intestate succession, the company's operational documents, a separate buy-sell or an estate transfer plan.

We help owners identify and understand their plan and the financial risks such a plan might leave on the business - post owner transition - and how to mitigate these financial risks.

Corporate Owned Financial Products Consulting

We help our corporate clients understand and assess the financial products they own. We provide insight on the pros and cons of a given product and provide objective feedback to confirm suitability or identify alternative product offerings.

Check the background of this financial professional on FINRA's BrokerCheck

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF and TriAlpha Capital are independent and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every professional listed.

Lion Street Financial, LLC.

*David Veatch is not affiliated with Lion Street Financial, LLC.