A responsive and responsible lawyer, Lisa enjoys the roles of being both a business partner and advisor to her clients. Lisa has built her legal practice around helping people who are either selling or looking to buy a business.
She sees it as her job to advise potential business owners what is a good deal or when they should maybe walk away.
When selling a business, her clients come with this question on her mind:
"How do I capture the value of my business and what do I do after it is sold?"
Helping her clients find a successful end to what they created, capturing the value of their business, and then transition into the net phase of their life is where Lisa finds the passion for what she does as a lawyer and business advisor.
Lisa did not start her career set on being a lawyer. It wasn't until after completing her degree in Psychology at Miami University and working a few years in the mental health field, that she began to consider a career in law. She does admit that her degree in psychology has at times been an asset when negotiating deals for her clients.
Graduating from University of Cincinnati Law School in 1996, Lisa has been working with business owners - sellers and buyers - for 21 years, helping them as their business advisor, a role she very much enjoys. Lisa's business practice involves a wide range of matters including:
- Entity formation
- Governance issues
- Negotiating, drafting, and implementing business contracts
The area of her practice she gets most excited about is the transactional aspects that includes the analysis and negotiation of a stock/asset sale, merger, or other divestiture including due diligence investigations and the negotiation, preparation and review of acquisition and operational documents. Lisa compares this to putting together puzzles, where she has many pieces that need to fit together, eliminating gaps that may affect the outcome of a transaction.
As general counsel to many of her clients, Lisa serves, not just as lawyer, but also as a strategic advisor. They rely on her for the kind of unfiltered advice they might not otherwise get, even from their own management. She regularly counsels business owners on a wide variety of business matters, helping them to see their businesses “from 50,000 feet up.” It’s an unusual level of trust for an outsider, but they clearly think she earns it. They admire her directness, her experience in a wide range of circumstances, and her practical, business-oriented approach.
Lisa enjoys working with people, building a relationship where they trust her guidance and realize that this is long-term relationship.
She also volunteers for Cancer-Free Kids and loves the mission of Impact 100.
Lisa recently spoke at our client seminar, "Protecting Your Ohio Business: You Have Collateral, But is Your Security Interest Perfected?" Transactions which include Security Interests can be loans, extension of credit, sale of assets, leases, Purchase Money Security Interest (PMSI) and/or landlord liens. This checklist provides an overview of steps to take to protect your Security Interest if you own a business in Ohio. Click here to download this checklist.