Lisa Meyer
CBI
Member Since March 20, 2023
phone 6123614918
email [email protected]
1300 Godward St Ne Ste 6000 Minneapolis, MN 55044 United States
apartment Sunbelt Business Advisors and True North M&A
Lisa specializes in facilitating sell-side transactions for companies valued at up to $50 million in the Professional and Business Services, Health Care, Construction, Manufacturing, and Distribution.
Before joining Sunbelt Business Advisors, Lisa was a member of the Management Team for Trust Point, specializing in retirement planning solutions for clients, and served business owners at Transamerica and Ameriprise in wealth advisory and retirement planning.
Lisa earned the 2021, 2022, 2023, 2024, and 2025 Presidents Club awards, the 2023 IBBA Chairman’s Circle Award, the 2024 IBBA Platinum Chairman’s Circle Award, and the Sunbelt Torch Award, which is presented to the advisor who “Through their actions and performance, fuels the entrepreneurial fire in buyers and sellers alike.” Lisa is also a Certified Business Intermediary.
She holds a bachelor’s degree in Finance from Creighton University and an MBA from St. Thomas University.
Specialty Areas
- Accommodations
- Agriculture
- Arts
- Auto Related Businesses
- Business Services
- Construction
- eCommerce
- Education Services
- Entertainment & Recreation
- Finance & Insurance
- Food & Beverage
- Health Care/Social Assistance
- Industrial Services
- Information
- Logistics
- Manufacturing
- Print and Media
- Public Administration
- Real Estate Rental & Leasing
- Retail Trade
- Technical Services
- Transportation
- Waste Management
- Wholesale Trade
