Lion Of Judah Financial

Lion Of Judah Financial Financial Services and Insurance with Integrity! We focus on a Holistic planning approach of Education, and guidance. Both designations were acquired in 2005.

Products are part of the conversation; yet usually discussed at the end of the planning process. We believe money is a tool; God owns everything, and we are managers. Serving the USA, surrounding Cities, and States only. Financial services with integrity, and honesty. 27 years in the business; I believe in a team approach. I also believe in educating potential clients, and taking clients through

an educational process. Bruno E Pouliot CKA, CRPC is a Certified Kingdom Advisor which is a designation for the faith based, and philanthropic community. He also holds a designation in Comprehensive Retirement Planning (Chartered Retirement Planning Counselor) from the College of Financial Planning out of Denver, Colorado. Bruno also holds his FRC Federal Retirement Counselor designation to educate, help,and guide any Federal Government employees. Bruno genuinely cares about people, and helping others doing the next right thing. He also educates others to eliminate debt quicker, and has advanced GPS finance technology creating savings reports for families in debt. The personal savings reports show how much money can be saved, and acceleration of debts in 1/2 or 1/3 of the time with no budget changes. We also offer Life Insurance/ insurance reviews, disability insurance, annuities, Estate Planning, Special Needs Planning, and Advanced Insurance planning solutions.

Timing can make or break a business appraisal—especially for privately held companies where capital structure, negotiati...
08/26/2026

Timing can make or break a business appraisal—especially for privately held companies where capital structure, negotiations, and owner goals are tightly connected. This article breaks down when valuation inputs matter most and how to align the appraisal window with financing, transactions, restructuring, or succession planning. If you’re trying to protect value and avoid surprises in a high-stakes decision, you’ll want a disciplined approach that reflects how deals actually move in the middle market.

https://www.lionofjudahfinancial.com

When you’re choosing between senior debt and unitranche financing, the “right” answer depends on much more than the head...
08/24/2026

When you’re choosing between senior debt and unitranche financing, the “right” answer depends on much more than the headline rate. Our comparison breaks down how each structure affects approval speed, flexibility, covenant risk, and leverage—so owners and deal teams can match the capital stack to the realities of a privately held middle-market business. If you’re planning a recap, growth initiative, or restructuring, this is the kind of financing clarity that helps you negotiate from strength and move with confidence.

https://www.lionofjudahfinancial.com

Growth in the middle market is exciting—but financing the next phase rarely comes from a one-size-fits-all loan. We brea...
08/22/2026

Growth in the middle market is exciting—but financing the next phase rarely comes from a one-size-fits-all loan. We break down practical commercial financing solutions built for privately held companies, where capital structure, timing, and transaction readiness can make or break the outcome. Whether you’re expanding, planning a transition, or restructuring with discipline, the strategy has to fit how your business actually operates. If you want financing guidance that’s commercially sophisticated and ex*****on-focused, this is the playbook to start with.

https://www.lionofjudahfinancial.com

When you’re buying or selling a privately held business, the deal is only as good as what the numbers really say. A qual...
08/20/2026

When you’re buying or selling a privately held business, the deal is only as good as what the numbers really say. A quality of earnings report digs into the financial story behind the statements—spotting adjustments, normalizing revenue and expenses, and stress-testing what’s sustainable in an M&A context. For middle-market owners and acquirers, it reduces surprises, supports cleaner valuations, and strengthens negotiation and financing decisions. If you want transaction readiness with real-world rigor, this is the report that helps you get there.

https://www.lionofjudahfinancial.com

Acquiring a business isn’t just about the purchase price—it’s about building a capital stack that fits the seller’s expe...
08/18/2026

Acquiring a business isn’t just about the purchase price—it’s about building a capital stack that fits the seller’s expectations and the buyer’s risk profile. In our latest piece, we break down the best ways to fund business acquisition deals, from structuring debt and equity to using earnouts and working capital planning to protect downside. If you’re a middle-market owner or executive weighing a strategic buy (or supporting one), this is the practical framework for getting terms that can actually close.

https://www.lionofjudahfinancial.com

Partner buyouts are rarely just about price—they’re about timing, tax and structure, cash flow protection, and making su...
08/16/2026

Partner buyouts are rarely just about price—they’re about timing, tax and structure, cash flow protection, and making sure the right partner gets continuity without derailing the business. This piece breaks down practical partner buyout funding options for middle-market firms, so owners can pressure-test scenarios and align capital strategy with real-world deal complexity. If you’re planning a transition or repositioning ownership, you’ll want a clear view of what’s feasible and how to structure it to support long-term stability.

https://www.lionofjudahfinancial.com

Partner buyouts aren’t just paperwork—they’re a financing and governance event that can reshape the company for years. T...
08/14/2026

Partner buyouts aren’t just paperwork—they’re a financing and governance event that can reshape the company for years. This piece walks through how to structure the transaction end-to-end, aligning deal terms, capital sources, risk allocation, and an ex*****on plan that works for a real middle-market business. If you’re dealing with competing incentives, valuation pressure, or a transition that has to protect operations while cash moves, you’ll want the disciplined framework behind the deal. Learn the structure that keeps your strategy intact when the stakes are highest.

https://www.lionofjudahfinancial.com

Middle market owners don’t need more generic capital—they need private credit solutions that actually fit their realitie...
08/12/2026

Middle market owners don’t need more generic capital—they need private credit solutions that actually fit their realities: complex cash flows, stakeholder dynamics, and timing. This article breaks down when private credit is the right move, how it complements equity and traditional lending, and what “fit” looks like across deal structure and risk. If you’re weighing growth, recapitalization, or restructuring, the guidance is practical and commercially grounded. Go in with clarity on capital strategy before you commit.

https://www.lionofjudahfinancial.com

Middle-market deals often hinge on one thing people skip until it’s too late: Quality of Earnings. This guide breaks dow...
08/10/2026

Middle-market deals often hinge on one thing people skip until it’s too late: Quality of Earnings. This guide breaks down how buyers and lenders validate real, sustainable performance in privately held businesses—so you can reduce surprises, strengthen your negotiating position, and make smarter decisions about growth, financing, or succession. If you’re navigating a transaction or preparing your company for one, this is the disciplined framework that helps turn “reported results” into confidence in what the business truly earns.

https://www.lionofjudahfinancial.com

Middle market decisions don’t fail because owners lack effort—they fail because strategy, capital structure, and timing ...
08/08/2026

Middle market decisions don’t fail because owners lack effort—they fail because strategy, capital structure, and timing aren’t aligned. In “When Middle Market Business Advisory Matters,” we break down what changes when you’re past the startup stage and operating complexity starts demanding real ex*****on, from financing readiness to succession and risk management. If you’re a privately held company or a capital provider evaluating opportunities, this is the kind of advisory discipline that turns uncertainty into a concrete plan.

https://www.lionofjudahfinancial.com

Address

Saint Elmo Avenue
Chattanooga, TN
37409

Opening Hours

Monday 10am - 6:30pm
Tuesday 10am - 5pm
Wednesday 9am - 4pm
Thursday 10am - 7pm
Friday 10am - 4pm

Telephone

+14233265299

Website

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