For business growth & assistance: Lisa has found that there are many financial consultants and transition experts serving our profession. She has also found that they are not always the best, nor are they affordable for many averaged sized to smaller firms. Lisa and her collaborative financial partner help you in a way that matches up to your budget and desired outcomes. They assist you in conducting a thorough financial review of your business and focus on specific budgetary improvement need areas in order to invest in growth programs for your firm. If you need assistance acquiring a neighboring firm or merging with a business partner, Lisa and her partner have experience in helping you grow. For assistance in retiring and selling your business: Lisa and her financial partner are firm believers that the hard-earned dollars you’ve invested in your business over the years, should be returned to you with the bulk of it being retained by you after a sale. Many firms market that they will find you the best buyer, with the best price for you. Lisa has experienced first-hand how you do not need to spend your over 2% of the sale to have help finding an ideal buyer for your firm. With over 50 years combined experience in financial strategies, you will receive the best in service and price to help you transition your business to the next generation or others.