Lisa specializes in facilitating business transactions of small companies valued at under $10M. Before joining Sunbelt, Lisa was a Director in Retirement Planning Services at Trust Point, and served business owners and individuals at Transamerica and Ameriprise. She holds a bachelor’s degree in finance from Creighton University and an MBA from St. Thomas University.
Since joining Sunbelt, Lisa has been working in partnership with her sister, Sunbelt Business Advisor Peggy DeMuse. Peggy has received many awards over the years, including top broker and the Presidents Club award.
Industry experience:
Lisa has worked with clients in many industries including professional services, building product service and distribution, manufacturing, trades, transportation, and information technology.
Awards and recognition:
Lisa earned the 2021 and 2022 Presidents Club Award and was the Sunbelt Torch award winner. Over the years, she received many sales awards and is a Certified Main Street Business Broker.
Association memberships:
Testimonials:
Sunbelt and Lisa Meyer did a great job helping me buy a new business. Lisa’s expertise in guiding me through the process was instrumental in a smooth transaction. Their finance department made the process simple for getting a loan. If you are looking to buy or sell a business in the future, I would strongly recommend Lisa and Sunbelt.
Mark
Great working with Lisa and Sunbelt Business Advisors in selling my business. Lisa and the staff of Sunbelt were professional and comforting as they did a great job in honestly and fairly evaluating the worth and salability of my business.Their marketing methods were very effective and Lisa was awesome in keeping me updated on the progress of the sale. Closing went very smooth and as Sunbelt provided an attorney and all of the needed documents to complete the sale and transfer. Thank you again Sunbelt for a job well done.
Ben Jangula
Personal interests:
Lisa enjoys spending time with her four children, who keep her busy with sports and school activities. She enjoys running, skiing, golfing and being out on the lakes of Minnesota and Wisconsin.