About Lisa
Lisa helps business owners understand value, prepare strategically, navigate transitions, and align commercial real estate decisions with confidence and clarity.
Meet Lisa
A Career Built Around Important Financial Decisions
My career has always been centered on helping people make important financial decisions. I began in mortgage financing, then spent nearly twenty years guiding individuals and families through residential real estate with patience, clarity, strategy, and long-term perspective.
Nearly ten years ago, I transitioned into commercial real estate and found my true passion working with entrepreneurs, investors, and business owners. Today, I focus primarily on business brokerage and advisory services throughout Southern California and across California.
A Preparation-First Approach
Helping Owners Build Greater Value Before They Sell
Working closely with owners revealed a recurring problem: many successful businesses were not ready to be sold. Buyers expect organized financial reporting, documented systems, operational transparency, and companies that are understandable, transferable, and easier to finance with confidence.
That insight led me to develop The CRE Value Blueprint™, a consulting process that helps owners understand value drivers, identify improvement opportunities, and create a strategic roadmap designed to strengthen marketability and increase value before going to market.
Experience, Education & Values
Professional Expertise Grounded in Real Relationships
I earned my Bachelor of Science in Business Administration with a concentration in Operations Management from San José State University and continued education through commercial real estate studies at Cornell University, supported by memberships in IBBA and CABB.
Outside of work, I enjoy traveling with my husband and daughter, discovering exceptional coffee and wine, and experiencing new places. Those moments reinforce why business ownership matters: it can create the freedom to build a meaningful life together.
To become the trusted advisor business owners turn to long before they are ready to sell—and the broker they trust when the time comes.
Ready for the Next Step?
Let’s Turn Your Business Goals Into a Clear, Confident Plan
Start a confidential conversation with Lisa to clarify your options, define priorities, and choose the right path for business future.