Principal | Owner Transition Advisory
Lisa leads the national owner transition advisory group for CliftonLarsonAllen LLP (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 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.
Previously, Lisa held positions of increasing responsibility as a supply chain and continuous improvement consultant for a community health system and for a leading global manufacturer of health care and hygiene products. She has a bachelor of arts in business from Lakeland University and a diploma in nursing from Confederation College.