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Leader, Owner Transition Advisory
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Lisa leads the national Owner Transition Advisory Group for CLA and has extensive experience working with business owners across all industries to achieve their goals and dreams. As a certified exit planning advisor, Lisa collaborates with business owners to help them understand all of their transition options and to develop strategies that address critical aspects of their future transition.
With more than 20 years of transformation and leadership experience, she advises owners and senior leaders on vision, mission, values, strategy, and goals to effectively execute plans that drive personal and organizational success.